Search Results for: Digital Asset Management

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Ontra Acquires FundFormer to Help Asset Managers Raise Funds Faster
Fintech Funding News

Ontra Acquires FundFormer to Help Asset Managers Raise Funds Faster

Fintech News Desk
Acquisition Streamlines Fundraising Process while Delivering Superior Investor Experience Ontra, the leading provider of contract automation and intelligence for the world’s most prominent asset managers, announced the acquisition of FundFormer, a top electronic subscription document provider for fund managers and their investors. The acquisition will allow Ontra’s asset management customers......
Alternative Investment Institutions Increasing Investment in Digital Transformation with Embedded Security; Partnering with MSPs Critical to Success
Digital Payments Finance News

Alternative Investment Institutions Increasing Investment in Digital Transformation with Embedded Security Partnering with MSPs Critical to Success

Fintech News Desk
ECI Announces New Research on the State of Digital Transformation and Cybersecurity in the Alternative Investment Market ECI, the leader in public cloud and cybersecurity managed services for the global financial services industry, recently commissioned IDC to write the white paper “Cybersecurity and Digital Transformation of Global Alternative Asset Institutions: A......
SRM Evolves Offerings and Approach with Its Digital Assets Advisory
Digital Payments News

SRM Evolves Offerings and Approach with Its Digital Assets Advisory

Fintech News Desk
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across the U.S. and Europe, announced its Cryptocurrency Advisory Services offering has evolved and will feature a new name – Digital Assets Advisory Services. SRM has worked tirelessly over the last 18 months to provide education on digital assets......
Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform
Digital Payments News

Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform

Fintech News Desk
Active in the cryptocurrency sector for several years, the four co-founders of Flowdesk, Guilhem Chaumont, Paul Bugnot, François Cluzeau and Balthazar Giraux have been working in this sector since 2017 after careers in banking, algorithmic trading, engineering and entrepreneurship. During their respective experiences, they were marked by the siloing and......
Anchor, a Banking-as-a-Service Platform joins Y Combinator’s Summer 2022 (S22) Batch, Announces the Launch of Public Beta
Digital Payments News

Civic Taps Anchorage Digital for Custody of CVC Utility Token

Fintech News Desk
CVC Holders Will Benefit From Enhanced Protections With Anchorage Custody Civic Technologies, a leading provider of digital identity management for Web3, announced that its utility token, CVC, is now in custody with regulated platform, Anchorage Digital. As a leader in institutional custody, Anchorage is a full-service financial platform and infrastructure......
Hamilton Lane Names Victor Jung as Head of Digital Assets
Digital Payments News

Hamilton Lane Names Victor Jung as Head of Digital Assets

Fintech News Desk
The appointment underscores the private markets firm’s ongoing commitment to be at the forefront of adopting innovative technology solutions, and a recognition of the significant role digital assets are likely to play in broadening access to the private markets Hamilton Lane announced that Victor Jung is joining the firm as Head of Digital......
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