Search Results for: portfolio management

CORRECTION: EverCommerce Announces Julie Lichty to Lead Product Management for its Security and Alarm Division
Commerce News

EverCommerce Announces Julie Lichty to Lead Product Management for its Security and Alarm Division

Fintech News Desk
by Fintech News Desk0
Former Panasonic Avionics executive to lead aggressive product vision and innovation for Bold Group and Security Information Systems EverCommerce, the leading service commerce platform of marketing, business management and customer experience software solutions, announced the hire of Julie Lichty as senior vice president of product management for the company’s security......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth
Investments News Trading

Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth

Fintech News Desk
by Fintech News Desk0
The acquisition of Tradesocio will extend Bambu’s digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion  Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai. This acquisition......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
DeFi Technologies Updates Venture Portfolio for Shareholders - 255% ROI In 6 Months
Digital Finance Fintech News

DeFi Technologies Updates Venture Portfolio for Shareholders – 255% ROI In 6 Months

Fintech News Desk
by Fintech News Desk0
Over the course of six months DeFi Technologies Inc. has invested US$477,500 into respective DeFi portfolio projects with a current value of US$1,693,324 (255% return) Sovryn – Over $50M in assets locked in the system with over $1B SOV staked in governance. Closed a $10M investment round led by Pomp Investments Saffron Finance – ROI is up around 52% since the initial investment,......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
by Fintech News Desk0
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
by Fintech News Desk0
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
1