Search Results for: Wealth Management industry

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
by Business Wire0
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
DriveWealth Announces New Executive Hires Across Product and Operations Teams
Finance Fintech News

DriveWealth Announces New Executive Hires Across Product and Operations Teams

Business Wire
by Business Wire0
Former Morgan Stanley leaders Kyla Murphy and Lauren Veisz bring specialized expertise and deep industry experience to the DriveWealth team DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, announced today the hiring of two new executives: Kyla Murphy, as Chief Product Officer and Lauren Veisz as Head of Operations. In......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years
Fintech News

Wealthfront Launches First-Ever Automated Bond Ladder to Help Investors Earn More From Highest Yields in 15 Years

PR Newswire
by PR Newswire0
The company’s latest offering is a low-risk way to maximize interest with more tax efficiency than a savings account or CD. Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, announced a first-of-its-kind Automated Bond Ladder that revolutionizes how investors use US Treasuries to maximize interest on their......
OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
Fintech News

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

Business Wire
by Business Wire0
OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America. “Their collective expertise and dedication will play a pivotal role......
Closing The Financial Access Gap: Top Fintech Players Leap Further Towards Financial Inclusion With an Industry-Leading Partnership
Fintech News

Closing The Financial Access Gap: Top Fintech Players Leap Further Towards Financial Inclusion With an Industry-Leading Partnership

PR Newswire
by PR Newswire0
Tala, the world’s first fintech company for the Global Majority, this week announced its partnership with Maya Bank, the digital bank leader in the Philippines, marking a significant milestone towards bridging the financial gap for millions of Filipinos. This collaboration represents a groundbreaking initiative in the country and the broader Southeast Asian......
Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities
Fintech News

Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities

PR Newswire
by PR Newswire0
Wealthtech and Fintech platform built exclusively for creators to help realize undiscovered revenue opportunities and understand their market value Bump, the wealthtech and financing platform for creators, announced that it has raised $3 million in seed funding. Investors in the round include Impact X Capital, Capitalize VC, Serac Ventures, Tristan Walker’s Heirloom Ventures,......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
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