Search Results for: wealth manager

Tinubu Welcomes Yaron Ben-Zvi as New General Manager of Surety Business
Finance Fintech News

Tinubu Welcomes Yaron Ben-Zvi as New General Manager of Surety Business

EIN Presswire
by EIN Presswire0
Tinubu appoints insurtech veteran Yaron Ben-Zvi as new General Manager of Surety business to drive innovation and growth. Tinubu, the global leader in Surety and Trade Credit software solutions, is pleased to announce the appointment of Yaron Ben-Zvi as the new General Manager of its Surety business. This strategic addition......
BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
by Business Wire0
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
BlueFlame AI Secures $5M Series A Funding to Transform Gen AI for Alternative Investment Managers
Investment Services News

BlueFlame AI Secures $5M Series A Funding to Transform Gen AI for Alternative Investment Managers

Business Wire
by Business Wire0
Funding round led by industry leaders, strategic partners, and management team will fuel next stage of growth and innovation BlueFlame AI (BlueFlame), the generative AI platform for alternative investment managers, announced the successful completion of its Series A funding round. The $5 million private funding round, which was oversubscribed by......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
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......
J.P.-Morgan-Wealth-Plan-Helps-Chase-Customers-Create-1-Million-Plans
Finance Fintech News

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Fintech News Desk
by Fintech News Desk0
With Wealth Plan, users can set and track short-term goals, like a vacation, and long-term goals, such as buying a home or retirement, in real-time and get personalized step-by-step guidance and insights. J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool......
AlTi-Tiedemann-Global-Closes-Previously-Announced-Constellation-Wealth-Capital-Investment
Fintech Investments News

AlTi Tiedemann Global Closes Previously Announced Constellation Wealth Capital Investment

Business Wire
by Business Wire0
AlTi will use the capital principally to fund its mergers and acquisitions pipeline and organic growth activities. AlTi Global, Inc, a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of the initial investment from Constellation Wealth Capital (“CWC”). CWC, an investment......
Goalsetter-Secures-9.6-Million-in-Series-A-Extension-Funding-to-Help-American-Families-Learn-to-Save,-Spend,-Invest-and-Build-Wealth
Fintech Funding News

Goalsetter Secures $9.6 Million in Series A Extension Funding to Help American Families Learn to Save, Spend, Invest and Build Wealth

PR Newswire
by PR Newswire0
The Series A extension funding will give Goalsetter the runway necessary to continue forging new B2B alliances while successfully implementing existing programs ahead of a Series B raise. Goalsetter, an award-winning spending, saving, wealth building and financial education platform designed for the whole family, announced today the closing of a $9.6......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
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