Search Results for: Investment Management

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability
Investment Services News

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability

Business Wire
by Business Wire0
LifeYield, the fintech leader in tax-efficient investing and income optimization, announced the promotions of two product leaders to its senior management team and its adoption of Amazon Web Services for cloud computing. “LifeYield APIs for tax efficiency and income optimization are central to our customers’ business plans and their ability to......
Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets
DeFi News

Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets

PR Newswire
by PR Newswire0
OpenTrade has raised an oversubscribed funding round led by Sino Global Capital, with participation from other leading Web3 organizations including Circle Ventures, Kronos Research, Kyber Ventures, Polygon Ventures, and Outlier Ventures. OpenTrade’s platform will provide users seamless access to a suite of on-chain structured financial products that are backed by investment......
Deal Box Announces Integration With Fireblocks to Increase Security and Reliability for Digital Asset Management
Digital Asset Management News

Deal Box Announces Integration With Fireblocks to Increase Security and Reliability for Digital Asset Management

PR Newswire
by PR Newswire0
Fireblocks platform will strengthen security for storage, transfer, and issuance of digital securities within Deal Box’s robust investment program  Deal Box, a capital markets advisory and secure token offering packaging platform, announced an integration with Fireblocks, an easy-to-use platform to create new blockchain-based products and manage day-to-day digital asset operations. This......
IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts
Fintech News

IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts

PR Newswire
by PR Newswire0
The rapid evolution of FinTech, fueled by increasing availability of digital platforms, big data, artificial intelligence (AI), and blockchain technology, is transforming the traditional finance industry. This transformation is enabling innovative ways of accessing finances in sectors such as banking, payments, insurance, and investments. Some estimates suggest that the global FinTech......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Global Fintech Innovator Kakao Pay Makes Investment In Siebert Financial Corp.
Investment Services News

Global Fintech Innovator Kakao Pay Makes Investment In Siebert Financial Corp.

Business Wire
by Business Wire0
Kakao Pay announced an agreement to purchase a 19.9% stake of Siebert of newly issued shares on April 27, 2023, and subject to shareholder and regulatory approval, Kakao Pay will acquire an additional 31.1% of Siebert of newly issued shares Siebert Financial Corp. announced that it has entered into an agreement......
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