Search Results for: wealth manager

Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital
Fintech News

Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a financial technology platform that automates wealth management processes, announced today it has raised a $2-million seed round to fund key additions to the Mako team and support a number of critical customer demands, product development and growth initiatives. The financing was led by Desjardins Capital, with participation......
iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings
Fintech News

iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings

Fintech News Desk
by Fintech News Desk0
Temasek leads investment round joined by new investors Owl Rock, MSD Partners, Noah Holdings, and Golub Capital Existing investors WestCap, Ping An, Blackstone, UBS, Pivot, BNY Mellon, Wells Fargo, Morgan Stanley and Goldman Sachs Asset Management commit additional capital Latest financing will drive organic growth through technology advancements, operational investments,......
Juniper Research Over Half of Global Population to Use Digital Banking in 2026; Driven by Banking Digital Transformation
Banking Digital Mobile Banking News

Juniper Research Over Half of Global Population to Use Digital Banking in 2026; Driven by Banking Digital Transformation

Fintech News Desk
by Fintech News Desk0
A new Juniper Research study has found that 53% of the world’s population will access digital banking services in 2026; reaching over 4.2 billion digital banking users, from 2.5 billion in 2021. The research identified increased digital transformation efforts as enabling banks to function effectively during the pandemic; justifying the benefits of......
SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup
InsurTech News

SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup

Fintech News Desk
by Fintech News Desk0
SIMON now offers variable annuities, one of the most flexible and widely used annuity types, in its Marketplace, delivering powerful analytics for asset allocation and income solutions SIMON Annuities and Insurance Services LLC (SIMON) is pleased to announce the expansion of its annuities platform and digital marketplace for wealth managers with......
Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge
Banking Fintech News Risk Management

Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge

Fintech News Desk
by Fintech News Desk0
Evli Bank Plc and Fellow Finance Plc have signed a combination agreement. The Combination Agreement sets out an arrangement by which Evli will demerge through a partial demerger into a new asset management group that will be listed (“New Evli”) and a company that will carry on Evli’s banking services......
Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners
Fintech Investments News Risk Management

Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Genstar Capital (“Genstar”), a leading private equity firm focused on investments in targeted segments of the financial services, healthcare, industrials, and software industries, announced the signing of a definitive agreement to acquire a majority stake in Foreside Financial Group, LLC (“Foreside” or “Company”) from Lovell Minnick Partners (“LMP”). Foreside provides......
Oppenheimer & Co. Inc. Further Expands Technology, Media And Communications Investment Banking Group With Appointment Of Maxwell Gover As Managing Director
Banking Finance Investments News

Oppenheimer & Co. Inc. Further Expands Technology, Media And Communications Investment Banking Group With Appointment Of Maxwell Gover As Managing Director

Fintech News Desk
by Fintech News Desk0
Firm Continues to Drive Strong Growth in Investment Banking through Focused Additions of Senior Talent Oppenheimer & Co. Inc., a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings, announced the expansion of its Global Technology Investment Banking Group with the appointment of senior banker Maxwell Gover as a......
MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor
Fintech Investments News

MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Human advice on automated wealth managers Robots already vacuum homes and carry medical supplies in hospitals, so why shouldn’t consumers consider them to help manage their money? The financial comparison site MoneyRates.com breaks down the steps consumers can take to choose a robo-advisor before they make the leap to automation in What is......
Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership
Investments News

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Criptonite AM, an innovative Swiss wealth management company, announced its strategic partnership with Wave Financial (Wave), a SEC regulated digital asset investment manager founded in 2018 with over $500 million in assets under management. The partnership will bring together the experience of traditional Swiss wealth management and the technology focus of one of......
Industry Pioneer Eric Brickman Joins FutureFuel.io as Chief Operating Officer
Digital Fintech News

Industry Pioneer Eric Brickman Joins FutureFuel.io as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brickman brings decades of wealth management and employee benefits experience to help FutureFuel.io accelerate innovation and expansion into new categories FutureFuel.io, a leading student loan repayment platform that helps borrowers pay down debt quickly and efficiently, announced the appointment of Eric Brickman to the role of Chief Operating Officer. In......
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