Search Results for: Wealth investment

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
by Fintech News Desk0
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
ZebPay launches ZEBB, a New Simplified App Offering Easy Systematic Investment Plan (SIP) in Bitcoin and Ether for Long-Term Wealth Creation
Cryptocurrency Currency Exchange News

ZebPay launches ZEBB, a New Simplified App Offering Easy Systematic Investment Plan (SIP) in Bitcoin and Ether for Long-Term Wealth Creation

Chandni Maske
by Chandni Maske0
ZebPay, India’s oldest and most trusted crypto asset exchange, announced the launch of  ZEBB, a new app offering users simple, easy and convenient Systematic Investment Plan (SIP) options in Bitcoin and Ether. ZEBB enables users to begin their Bitcoin and Ether SIP with investments worth as little as Rs. 100......
Gilded
Finance Fintech Investments News

Gilded, a New Wealth Tech App Offers Fractional Investment in Certified Swiss Gold

Fintech News Desk
by Fintech News Desk0
Through Gilded, previously Digital Swiss Gold, customers can purchase 100% certified Swiss gold digitally on Android as well as iOS devices.  Gilded has launched in the UAE alongside India. Gilded, a new-age wealth-tech app offering long-term savings through fractional investment was launched today. Gilded makes it easier for users to......
Wealth Migrate
Finance Investments News

Wealth Migrate: Expert Advice From Scott Picken on Offshore Investments

Fintech News Desk
by Fintech News Desk0
Picken believes there are three main factors you must consider when investing offshore Investing offshore has been made vastly easier with advances in tech, and for companies like Wealth Migrate, these options are now more accessible for investors through its online platform. Wealth Migrate has been trying to achieve this......
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
Digital Fintech Investments News

Objectway in WealthTech100 List Of Tech Companies Transforming The Global Investment And Banking Industries

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, has been included in the annual WealthTech100 list for the third year in a row. The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
Betterment Acquires Wealthsimple's US Investment Advisory Book of Business
Finance Fintech Investments News

Betterment Acquires Wealthsimple’s US Investment Advisory Book of Business

Fintech News Desk
by Fintech News Desk0
Through this strategic acquisition, Betterment grows their customer base and continues to accelerate growth Betterment, a leading online financial services company, announced that it has acquired Wealthsimple’s U.S. book of business. In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support......
Online Fundraising Platform BetterWorld Grew Over 7,000% in 2020, Making it One of the Fastest Growing Startups in the Country
Banking Fintech Investment Services News Risk Management

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Fintech News Desk
by Fintech News Desk0
Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to......
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