Search Results for: asset and wealth management

Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha
Fintech Investments News

Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha

Business Wire
by Business Wire0
Arcesium launches next iteration of its operational platform allowing investment managers to unlock growth through optimized operations and accelerated data strategies Arcesium, a leading provider of investment lifecycle and data management technology for the global investment industry, today launches its next-generation operational platform, Opterra, designed to enable investment managers to......
Digital Payments Finance Fintech Guest Posts Investments

Defining Wealth For A New Generation

Theo Paraskevopoulos
by Theo Paraskevopoulos0
By Theo Paraskevopoulos, CEO and Founder of wealth tech startup, Invessed Between the rising cost of living, inflationary pressures, and ongoing uncertainty in the broader economy, individuals across the UK have reason to be increasingly concerned about their financial well-being and how they manage assets and wealth. In challenging times, the......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Futu Announces Uplift of Type 1 License to Include Virtual Asset Dealing Service
Investment Services News

Futu Announces Uplift of Type 1 License to Include Virtual Asset Dealing Service

GlobeNewswire
by GlobeNewswire0
Futu Holdings Limited (“Futu” or the “Company”) (Nasdaq: FUTU), a leading tech-driven online brokerage and wealth management platform, today announced that its wholly-owned subsidiary, Futu Securities International (Hong Kong) Limited (“Futu Securities”), has upgraded its Type 1 license to include virtual asset dealing service by Hong Kong Securities and Futures......
Crossover Markets Raises $12 Million Series A Funding Round Led by Illuminate Financial and DRW Venture Capital
Digital Asset Management Fintech News

Crossover Markets Raises $12 Million Series A Funding Round Led by Illuminate Financial and DRW Venture Capital

PR Newswire
by PR Newswire0
Crossover to use proceeds to expand its role as the leading ECN in digital assets and bring 24/7 trading to additional asset classes Crossover Markets, a digital asset technology firm focused on meeting the unique liquidity requirements of institutions, announced that it has raised $12 million in its Series A funding......
Payabli Closes $20M Series A to Scale Operations and Drive Innovation for its Payments Infrastructure and Monetization Platform
Finance Fintech News

Payabli Closes $20M Series A to Scale Operations and Drive Innovation for its Payments Infrastructure and Monetization Platform

Business Wire
by Business Wire0
Round led by QED Investors arrives after company surpasses 340% growth in revenue over the past 12 months Payabli, the payments infrastructure solution for software companies, has closed a $20M Series A. The round was led by QED Investors with participation from existing investors TTV Capital, Fika Ventures and Bling......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Evolving Consumer Expectations Present Transformation Opportunities for Kingdom of Saudi Arabia’s Banks and Fintechs – New Capco Survey
Fintech News

Evolving Consumer Expectations Present Transformation Opportunities for Kingdom of Saudi Arabia’s Banks and Fintechs – New Capco Survey

Business Wire
by Business Wire0
Seven in ten respondents are comfortable having AI guide day-to-day financial decisions 86% would be attracted by an app providing a view of all their financial products in one place Positive attitudes towards personalization, the sharing of additional personal data, the use of banking apps, and incorporating artificial intelligence into......
Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution
Fintech Investment Services News

Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution

Business Wire
by Business Wire0
Pantheon and iCapital will leverage iCapital’s innovative technology and structuring capabilities to bring Pantheon’s high conviction private equity investments to a wider range of global investors Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia Pantheon, a leading specialist global private......
SoFi and Templum Partner for Expanded Access to Alternative Assets
Investment Services News

SoFi and Templum Partner for Expanded Access to Alternative Assets

Business Wire
by Business Wire0
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy Templum, the operating system for private markets and alternative assets is pleased to announce that the company is working with SoFi, the all-in-one digital personal finance company, to expand everyday investor access......
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