Search Results for: Wealth management

Finicity and Green Dot Announce Secure Data Access Agreement to Deliver More Accessible, Seamless and Secure Money Management to Customers
Banking Digital Fintech Mobile Banking News

Finicity and Green Dot Announce Secure Data Access Agreement to Deliver More Accessible, Seamless and Secure Money Management to Customers

Fintech News Desk
by Fintech News Desk0
Latest API integration enables leading digital bank’s customers to securely connect to approved third-party apps and accounts Finicity, a Mastercard company and leading provider of open banking solutions, announced today that it has signed a data access agreement with Green Dot, a digital bank and fintech focused on delivering trusted,......
Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge
Banking Fintech News Risk Management

Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge

Fintech News Desk
by Fintech News Desk0
Evli Bank Plc and Fellow Finance Plc have signed a combination agreement. The Combination Agreement sets out an arrangement by which Evli will demerge through a partial demerger into a new asset management group that will be listed (“New Evli”) and a company that will carry on Evli’s banking services......
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......
Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth
Investments News Trading

Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth

Fintech News Desk
by Fintech News Desk0
The acquisition of Tradesocio will extend Bambu’s digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion  Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai. This acquisition......
Exencial Wealth Advisors Partners with First United Bank
Fintech News

Exencial Wealth Advisors Partners with First United Bank

Fintech News Desk
by Fintech News Desk0
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients Leading independent wealth management firm Exencial Wealth Advisors (Exencial) announces its partnership with First United Bank (First United), a Spend Life Wisely Company® and one of the nation’s premier financial institutions, which......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
HSBC Asset Management Finances the Launch of RadiantESG Global Investors
Investments News

HSBC Asset Management Finances the Launch of RadiantESG Global Investors

Fintech News Desk
by Fintech News Desk0
A women-owned investment firm HSBC Asset Management announces that it is taking a minority stake in Radiant ESG, a US-based, ESG and diversity and inclusion (D&I) focused consulting firm co-founded by Heidi Ridley and Kathryn McDonald, former CEO and Head of Sustainable Investing at Rosenberg Equities, respectively. “We are delighted......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
by Fintech News Desk0
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership
Investments News

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Criptonite AM, an innovative Swiss wealth management company, announced its strategic partnership with Wave Financial (Wave), a SEC regulated digital asset investment manager founded in 2018 with over $500 million in assets under management. The partnership will bring together the experience of traditional Swiss wealth management and the technology focus of one of......
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