Search Results for: manage clients

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022
DeFi News

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022

Fintech News Desk
by Fintech News Desk0
Khelp Financial (“Khelp”), a registered investment advisor in the digital asset sector, is pleased to announce the hiring of two new employees. Latest Fintech News: DP World and CDPQ Announce US$5 billion Investment in Strategic Assets in the UAE First, Steve Goeke is joining the firm as Chief Operating Officer. Mr. Goeke has......
Futu Holdings Achieves Solid First-Quarter Growth Amid Market Volatility with 67.9% YoY Increase in Paying Clients
Investments News

Futu Holdings Achieves Solid First-Quarter Growth Amid Market Volatility with 67.9% YoY Increase in Paying Clients

Fintech News Desk
by Fintech News Desk0
– Flagship trading apps moomoo and Futubull have acquired 18.1 million global users as of quarter end Moomoo parent company Futu Holdings Limited a leading tech-driven online brokerage and wealth management platform, reported solid performance for the quarter ended March 31, 2022, with US$209.5 million (HK$ 1641.0 million) total revenues, and US$79.4 million (HK$622.2 million) non-GAAP......
Kennametal Names Patrick S. Watson Chief Financial Officer
Banking News

Suresh Chakravarthi Joins Xoriant as Head & General Manager of BFSI Business

Fintech News Desk
by Fintech News Desk0
To transform forward-thinking BFSI enterprises with Xoriant’s banking technologies and solutions Xoriant, a global product engineering, software development, and technology services company, announced that Suresh Chakravarthi has joined Xoriant as Head and General Manager of the Banking, Financial Services and Insurance (BFSI) business unit. Suresh brings over three decades of financial services......
Cryptocurrency News

Brooklyn Investment Group and Apex to Launch A.I. Powered Unified Managed Account Platform Across Digital and Traditional Assets

Fintech News Desk
by Fintech News Desk0
Solution Will Service Independent Financial Advisors Through Apex Clearing, Apex Crypto, and Brooklyn Investment Group Managed Accounts Platform to Integrate Investing in Crypto and Traditional Assets Through One Custodian Brooklyn Investment Group, LLC (“Brooklyn”), an A.I. powered managed accounts platform and Apex Fintech Solutions Inc. (“Apex”), the “fintech for fintechs,”......
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
Sagent & Consolidated Analytics Partner to Streamline Order Management and Automate Valuation Process for Default ServicersSagent & Consolidated Analytics Partner to Streamline Order Management and Automate Valuation Process for Default Servicers
Mortgage News

Sagent & Consolidated Analytics Partner to Streamline Order Management and Automate Valuation Process for Default Servicers

Fintech News Desk
by Fintech News Desk0
New Partnership to Supercharge Vendor Services Ordering Processes for Early Adopter Mortgage Servicing Giant Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, today announced a partnership with Consolidated Analytics to automate valuation services for default servicing through an integration into TEMPO, Sagent’s default management......
D.A. Davidson Continues Investment in Technology with Addition of Jonathan Lejuez, Managing Director, to Cover Infrastructure Management and Cyber Security
Banking News Uncategorized

D.A. Davidson Continues Investment in Technology with Addition of Jonathan Lejuez, Managing Director, to Cover Infrastructure Management and Cyber Security

Fintech News Desk
by Fintech News Desk0
D.A. Davidson & Co. announced its continued investment to broaden its Technology Investment Banking Group with the addition of Jonathan Lejuez as Managing Director. Jonathan will focus on serving clients in the infrastructure management software and cyber security sectors and various sub-segments. Latest Fintech News: Digital Asset Liquidity Innovator Tritum Raises......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
CGI Completes Acquisition of French-Based Harwell Management
Finance Fintech News

CGI Completes Acquisition of French-Based Harwell Management

Fintech News Desk
by Fintech News Desk0
CGI has completed, through its subsidiary CGI France SAS, the previously announced acquisition of Harwell Management, a leading management consulting firm specializing in financial services for the French market. As the demand for management consulting services rises worldwide, CGI continues to broaden its capabilities to ensure the delivery of end-to-end......
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