Search Results for: Wealth management

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Fintech News

Applied Data Finance Builds Out Management Team

Fintech News Desk
by Fintech News Desk0
Disruptive, profitable fintech lender names Sumeet Wadhera and Jeff Andrews to lead capital markets and growth initiatives, respectively Applied Data Finance, LLC (ADF), a leading technology-enabled lender and asset manager, announced that financial services executives Sumeet Wadhera and Jeff Andrews have joined the company’s management team as Chief Capital Officer......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
Finance Investment Services News

FIS Expands Wealth Offerings in the United Kingdom with New Pension Services

Fintech News Desk
by Fintech News Desk0
FIS has enhanced its wealth management solutions to include self-invested personal pension (SIPP) servicing in the U.K. with Quai Digital Enhancing its current infrastructure and services, Quai will utilize wealth management and service solutions from FIS to operate its savings and investment business. Financial technology leader FIS has announced it has enhanced......
Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles
Blockchain Digital Payments News

Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles

Fintech News Desk
by Fintech News Desk0
Bosonic, a layer-2 blockchain infrastructure (dFMI) provider for real-time digital assets clearing and settlement, has today announced the appointment of Julie Briand as Head of Client Success and Sarthak Jain as Regional Manager of Institutional Sales. Both roles will be based in London, UK. Latest Fintech News: Lincoln Financial Group Names James Reid Executive Vice......
Credit Suisse Asset Management's Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion
Investment Services News

Credit Suisse Asset Management’s Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion

Fintech News Desk
by Fintech News Desk0
Credit Suisse Asset Management’s Credit Investments Group (“CIG”) announced the final close of its Private Credit Opportunities Fund (PCO), CIG’s first direct lending-focused fund, with USD 1.67 billion in capital commitments. Latest Fintech News: Scott Stephenson Joins Buckle as Chairman of the Board PCO seeks to generate attractive risk-adjusted returns primarily by......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution
Banking News

WeLab Bank Launches GoWealth and Becomes Asia’s 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Fintech News Desk
by Fintech News Desk0
WeLab Bank the virtual bank dedicated to curating intelligent banking experience, announced that it had become Asia’s 1st purely-digital bank independent of traditional banking groups in major Asian markets to launch digital wealth advisory solution1 as its GoWealth Digital Wealth Advisory (GoWealth) rolled out to market today. Over the two-month trial period, the innovative solution......
XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
by Fintech News Desk0
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions
Investment Services News

GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions

Fintech News Desk
by Fintech News Desk0
Bloomberg announced that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise. The suite provides GAM with the ability to seamlessly manage market risk exposure and liquidity and investment risk, notably with......
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