Search Results for: wealth management technology

Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers
Artificial Intelligence Finance Fintech News

Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers

Business Wire
by Business Wire0
Integration with Snowflake Will Enable Clients to Access Investment Data at Speed and Scale Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced a new integration with Snowflake, the AI Data Cloud company, to radically simplify how institutional asset managers and asset......
Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
Finance Fintech News

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Business Wire
by Business Wire0
Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. “We recognize that the ever expanding universe of foundational Generative AI models, more......
Atomic Partners with M1 to Enhance Direct Deposit Capabilities for Automated Investing and Saving
Fintech Investment Services News

Atomic Partners with M1 to Enhance Direct Deposit Capabilities for Automated Investing and Saving

Business Wire
by Business Wire0
Atomic, the leading provider of payroll connectivity solutions, is excited to announce its new partnership with M1 Finance, an innovative wealth management platform that enables consumers to earn, invest, spend and borrow with powerful automation. Atomic’s Deposit solution is now live within M1’s Invest and Earn products, providing users with an......
EquiLend Announces Appointment of New Chief Executive Officer
Finance Fintech Lending News

EquiLend Announces Appointment of New Chief Executive Officer

PR Newswire
by PR Newswire0
EquiLend, the global leader in technology, data, and analytics solutions for the securities finance industry, today announced the appointment of Rich Grossi as its new Chief Executive Officer. Grossi brings a wealth of experience in fintech, operational excellence, and strategic leadership, positioning EquiLend to accelerate its growth and innovation within the......
Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update
Finance Fintech News Trading

Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update

Business Wire
by Business Wire0
CenterPoint Securities Rebrands to Clear Street Active Trading While Rolling Out New Functionality Clear Street’s Advanced Trading Technology and Award-Winning Solutions Power Excellence for Active & Professional Traders Clear Street (“Clear Street”, “the Company”) a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, announced today the rebranding of......
Fintech Platform for the Underserved Middle Class Surfin Raises US$12.5 Million from Insignia Ventures Partners, as it Sustainably Uplifts 60 Million lives across 3 Continents
Fintech News Technology

Fintech Platform for the Underserved Middle Class Surfin Raises US$12.5 Million from Insignia Ventures Partners, as it Sustainably Uplifts 60 Million lives across 3 Continents

PR Newswire
by PR Newswire0
Surfin, a financial technology platform dedicated to serving the underserved middle class, has raised $12.5 million from Insignia Ventures Partners. This funding round comes as Surfin announces its service to 60 million individuals across eight countries on three continents, with approximately $2.7 billion in cumulative transactions. Founded in 2017 and headquartered in Singapore, Surfin......
BetaNXT Modernizes Corporate Actions Experience
Finance Fintech News

BetaNXT Modernizes Corporate Actions Experience

PR Newswire
by PR Newswire0
Leveraging the power of the combined BetaNXT capabilities, the end-to-end, modular solution enhances operational efficiency, reduces errors and ensures compliance and transparency BetaNXT, a provider of wealth management infrastructure solutions with real-time data capabilities and an enhanced advisor experience, has unveiled a suite of capabilities designed to address the complexities......
FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
DeFi Technologies Completes Acquisition of Leading Digital Asset Liquidity Provider Stillman Digital
DeFi Finance Fintech News

DeFi Technologies Completes Acquisition of Leading Digital Asset Liquidity Provider Stillman Digital

PR Newswire
by PR Newswire0
Stillman Digital Acquisition: DeFi Technologies has successfully acquired Stillman Digital, a leading digital asset liquidity provider with over US$20 billion in trade volume since 2021, with US$5 billion of that occurring in Q2 2024 alone. Stillman Digital provides digital asset products and services in electronic trade execution, market making and OTC block trading. Strategic Growth: The acquisition......
One-Trading-appoints-Marcus-Bacchi-Howard-as-Head-of-Sales-at-One-Trading
Cryptocurrency Finance Fintech News Trading

One Trading appoints Marcus Bacchi-Howard as Head of Sales at One Trading

GlobeNewswire
by GlobeNewswire0
Former Morgan Stanley executive to join One Trading as Head of Sales One Trading, a leading European crypto-asset exchange, continues to strengthen its leadership team with the appointment of Marcus Bacchi-Howard as Head of Sales, marking another landmark in its mission to reshape the digital finance landscape in the EU.......
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