Search Results for: wealth management technology

BlueFlame AI Secures $5M Series A Funding to Transform Gen AI for Alternative Investment Managers
Investment Services News

BlueFlame AI Secures $5M Series A Funding to Transform Gen AI for Alternative Investment Managers

Business Wire
by Business Wire0
Funding round led by industry leaders, strategic partners, and management team will fuel next stage of growth and innovation BlueFlame AI (BlueFlame), the generative AI platform for alternative investment managers, announced the successful completion of its Series A funding round. The $5 million private funding round, which was oversubscribed by......
Abacus Group Acquires Tribeca to Continue its Growth in the UK Financial Services Sector
Finance Fintech

Abacus Group Acquires Tribeca to Continue its Growth in the UK Financial Services Sector

Business Wire
by Business Wire0
Tribeca’s proven success in financial services to be strengthened further with Abacus Group’s specialist expertise and cybersecurity offerings Abacus Group, a leading IT Managed Services Provider (“MSP”) to financial services firms globally, today announced it has acquired Tribeca Technology Group (Tribeca), a UK-based IT MSP also serving the financial services......
RegASK Appoints Andrew Dalton as Chief Revenue Officer
Artificial Intelligence Fintech News

RegASK Appoints Andrew Dalton as Chief Revenue Officer

Business Wire
by Business Wire0
Seasoned sales and life sciences technology leader joins AI-driven regulatory intelligence provider to help accelerate global growth RegASK, the global, AI-driven solution for curated regulatory intelligence, today announced the appointment of Andrew Dalton as Chief Revenue Officer. Dalton brings over 15 years of business development and sales leadership experience across......
HCLTech and apoBank Deepen Partnership
Banking Finance Fintech News

HCLTech and apoBank Deepen Partnership

Business Wire
by Business Wire0
HCLTech, a leading global technology company, today announced that Deutsche Apotheker- und Ärztebank eG (apoBank), Germany’s largest cooperative primary bank, has expanded its strategic partnership with HCLTech. HCLTech will accompany apoBank with an outcome-oriented managed services model that delivers resilient, scalable, high quality and compliant Digital Foundation services, enabling apoBank......
Roz Smith Named Chief Operating Officer of Broadridge International
Fintech News

Roz Smith Named Chief Operating Officer of Broadridge International

PR Newswire
by PR Newswire0
Global Fintech leader Broadridge Financial Solutions, is pleased to announce the appointment of Roz Smith as Chief Operating Officer of Broadridge International, effective May 1, 2024. Smith, who is based in London, will work closely with Mike Sleightholme, President of Broadridge International, to further scale and grow Broadridge internationally and deliver an unparalleled customer service experience in......
YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech
Artificial Intelligence Finance Fintech News

YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech

Business Wire
by Business Wire0
New ‘Document-to-Portfolio’ Statement Extraction Technology Enables Frictionless Investing Experiences and Instant Portfolio Insights. YourStake, a leading provider of AI-powered solutions for the wealth management industry, today announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation......
Esusu Expands its Groundbreaking Renter Financial Health Platform with Real-Time Financial Coaching Powered by Operation HOPE
Finance Fintech News

Esusu Expands its Groundbreaking Renter Financial Health Platform with Real-Time Financial Coaching Powered by Operation HOPE

EIN Presswire
by EIN Presswire0
Esusu, an innovative financial technology company committed to renter financial health, announces a significant expansion of its platform through a partnership with Operation HOPE, the nation’s leading nonprofit in financial literacy and economic inclusion. This collaboration introduces personalized financial coaching to renters nationwide, enhancing Esusu’s cutting-edge Renter Financial Health Platform. The......
Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments
Finance Fintech Investments News

Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments

PR Newswire
by PR Newswire0
New Research Uncovers Key Trends, Opportunities and Challenges for Institutional Investors in Alternative Investments Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the release of its 2024 State of Alternatives study. The report, encompassing over 230 executive participants from sectors including insurance, wealth......
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......
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