Search Results for: Asset Management

Step Surpasses One Million Users In Less Than Four Months
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Step Surpasses One Million Users In Less Than Four Months

Fintech News Desk
by Fintech News Desk0
Closes new venture debt facility; welcomes Alex Rodriguez and Josh Richards to the #StepFam Step, the new modern-day financial services company built for teens and families, today announced it has crossed one million users. A first of its kind, Step offers users the ability to build credit before they turn......
SIMON and Cetera Launch Innovative Access To Annuity Solutions
Fintech InsurTech News Risk Management

SIMON and Cetera Launch Innovative Access To Annuity Solutions

Fintech News Desk
by Fintech News Desk0
Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals. SIMON Annuities and Insurance Services LLC (“SIMON”) and Cetera have announced a new collaboration that delivers SIMON’s award-winning insurtech platform for annuities to all Cetera financial professionals. The SIMON annuities platform streamlines product education, namely......
Arcesium Welcomes Alternative Investment Firm, Broad Reach, To Its Platform
Banking Business Fintech InsurTech News Risk Management

Arcesium Welcomes Alternative Investment Firm, Broad Reach, To Its Platform

Fintech News Desk
by Fintech News Desk0
Arcesium to Provide Broad Reach with Treasury Technology for More Efficient, Centralized Treasury Management Arcesium LLC, a leading global financial technology and professional services firm, announced today that London-based alternative investment firm Broad Reach Investment Management has chosen Arcesium’s modular Treasury Suite to scale its treasury operations and management functions. Read......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
B2B Banking Fintech Investment Services News Risk Management

Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer

Fintech News Desk
by Fintech News Desk0
Western Alliance Bancorporation today announced the execution of a definitive agreement to acquire Aris Mortgage Holding Company, LLC, the parent company of AmeriHome Mortgage Company, LLC (“AmeriHome”) for an estimated purchase price of $1.0 billion in cash, subject to adjustments at closing. Read More:  DeFi Platform OIN Finance Integrates With......
Abrigo's 2021 ThinkBIG Conference Goes Virtual
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Abrigo’s 2021 ThinkBIG Conference Goes Virtual

Fintech News Desk
by Fintech News Desk0
Abrigo, the leading technology provider of compliance, credit risk, and lending solutions for community financial institutions, announced today that its annual ThinkBIG conference set for May 25-27 will now be held virtually. While Abrigo had planned to offer both in-person and virtual options to registrants, the company has decided to......
BlockFi Announces Additional Rewards Program Benefits And Opens Public Waitlist for the BlockFi Bitcoin Rewards Credit Card
Blockchain Cryptocurrency Fintech News Trading

BlockFi Announces Additional Rewards Program Benefits And Opens Public Waitlist for the BlockFi Bitcoin Rewards Credit Card

Fintech News Desk
by Fintech News Desk0
Waitlist now open to general public; BlockFi users to receive exclusive benefits BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced that the waitlist to apply for its Bitcoin Rewards Credit Card has opened. Read More: Biggest Fintech Mergers......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
OneConnect and Singapore Exchange Collaborate to Address Esg Reporting Needs
Artificial Intelligence Business Fintech News Risk Management

OneConnect and Singapore Exchange Collaborate to Address Esg Reporting Needs

Fintech News Desk
by Fintech News Desk0
OneConnect Financial Technology Co., Ltd. (OneConnect) the leading technology-as-a-service platform provider and an associate of Ping An Insurance (Group) Company of China, Ltd. (“Ping An”), today said it had entered a Memorandum of Understanding (MOU) with Singapore Exchange (SGX) to collaborate and build an environmental, social and governance (ESG) platform......
Early Warning Services and The Clearing House Now Enable Zelle Payments on the RTP Network
Artificial Intelligence Business Fintech News Risk Management

Neuravest Research Launches to Meet Growing Institutional Demand for Performance-Boosting AI-Driven Portfolios

Fintech News Desk
by Fintech News Desk0
Neuravest Research, a provider of AI-driven investment solutions for institutional investors, today announced the public launch of its portfolio construction and management platform, designed to help asset managers deliver superior fund performance through algorithmic portfolios using best-in-class alternative data and AI technology. Neuravest Research is a successor company to Lucena......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
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