Search Results for: wealth gap

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
Business News

VirgoCX Wealth To Launch Anticipated OTC Direct Upgrade

Fintech News Desk
Canada’s leading regulated cryptocurrency exchange VirgoCX is set to launch the anticipated OTC Direct overhaul to its over-the-counter (OTC) trading platform, VirgoCX Wealth. As part of their ongoing commitment to providing the best tools and user experience for their clients, the launch intends to provide the resources investors require to......
UP Fintech market share in Singapore increased to 19%
Fintech News

UP Fintech Market Share in Singapore Increased to 19%

Fintech News Desk
UP Fintech Holding Limited a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the first quarter ended March 31, 2022. Total revenue in the first quarter was US$52.6 million. Non-GAAP net loss was US$1.9 million. Latest Fintech News: Flexa to Acquire Drop Party to Deliver Custom......
WealthVest Employees Gather for National Sales Meeting this May
Finance News

WealthVest Employees Gather for National Sales Meeting this May

Fintech News Desk
Bozeman Financial Services Company Hosts First National Sales Meeting Since 2019 WealthVest and four nationwide wholesaling teams for its in-person national sales meeting in Bozeman this May. Latest Fintech News: ServiceNow to Acquire Hitch Works to Help Customers Address Talent Gaps The national sales meeting is an opportunity for WealthVest’s employees......
Commonwealth Launches Inclusive Product Design Resource Center for Fintech and Financial Services
Fintech News

Commonwealth Launches Inclusive Product Design Resource Center for Fintech and Financial Services

Fintech News Desk
Based on in-depth research with underserved consumers, Commonwealth’s design resources provide practical insights for developing products as a lever to improve financial security Commonwealth, a national nonprofit that builds solutions to enable financial security and wealth building for all, has launched a resource center for inclusive product design for fintech and financial services.......
MoCaFi Partners with FinLocker and TransUnion to Empower Black Americans to Build Credit and Wealth Through Homeownership
Fintech News

MoCaFi Partners with FinLocker and TransUnion to Empower Black Americans to Build Credit and Wealth Through Homeownership

Fintech News Desk
The Blueprint by MoCaFi is a personal finance app that helps aspiring wealth-builders improve their spending, budgeting, credit health, financial knowledge, and opportunities to access capital Homeownership is the primary source of household and generational wealth for most Americans. Yet there is a disproportionate homeownership gap between Black and White......
FinTech Universe Revolves Around Planet Wealth, Memphis
Fintech News

FinTech Universe Revolves Around Planet Wealth, Memphis

Fintech News Desk
Local business leaders celebrate Memphis startup and its mission to close wealth gap Planet Wealth, Inc. and its hometown of Memphis were the focus of the financial technology industry as local shareholders gathered in support of the company’s populist approach to personal wealth creation. In a packed house, current and prospective investors received a......
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