Search Results for: wealth management technology

AnaCap Signs Third Acquisition in the UK Wealth Management Platform Space With Novia Financial
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AnaCap Signs Third Acquisition in the UK Wealth Management Platform Space With Novia Financial

Fintech News Desk
by Fintech News Desk0
AnaCap Financial Partners (“AnaCap”), a leading financial services specialist mid-market private equity investor, announces it has signed a deal for a third acquisition in the UK wealth management platform space with the purchase of Novia Financial (“Novia”). Read More: ApexEdge Launches Partner Portal – an Extensive Customer Experience Design and......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
MeetAmi-Launches-Canada's-First-Ever-Digital-Asset-Management-Platform-With-AmiPRO
Business Fintech Investment Services News

MeetAmi Launches Canada’s First-Ever Digital Asset Management Platform With AmiPRO

Fintech News Desk
by Fintech News Desk0
MeetAmi Innovations Inc. (“MeetAmi”) announces the launch of AmiPRO, the first Digital Asset investing platform in Canada that takes investment firms and advisors from learning to liquidity. AmiPRO is a purpose-built technology solution for IIROC dealer members, exempt market dealers, private wealth advisors, portfolio managers, and family offices who want......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
RightCapital and Allianz Life Announce Partnership
Business Fintech News

RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
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Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
CNote-Raises-_3-Million-to-Scale-Technology-Enabled-Investment-Into-America's-Most-Underserved-Communities
Business Fintech News

CNote Raises $3 Million to Scale Technology-Enabled Investment Into America’s Most Underserved Communities

Fintech News Desk
by Fintech News Desk0
CNote, a women-founded and led financial technology platform that makes it easy to invest in economic inclusion, has closed a $3 million dollar oversubscribed private funding round to extend its reach in the fast-growing socially responsible investing space. The funding round was led by ManchesterStory, with additional investments from Artemis Fund, SixThirty Ventures, H/L Ventures, Clearstone Capital, and Lateral......
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
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$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth

Fintech News Desk
by Fintech News Desk0
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients A team of recognized industry veterans Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. today formally announced the launch of the new registered investment advisory firm, NewEdge Wealth,......
Fusion-Financial-Partners-Launches-FusionNetix--to-Provide-High-Touch-Technology-Services-Tailored-to-Unique-Needs-of-RIA-Community
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Fusion Financial Partners Launches FusionNetix to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

Fintech News Desk
by Fintech News Desk0
The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
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