Search Results for: wealth management technology

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
by GlobeNewswire0
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing
Investment Services News

Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing

Business Wire
by Business Wire0
Masttro, a leading wealth tech platform for wealth managers and advisors, announced the launch of its newest product, Document AI. Doc AI is a revolutionary new module that automates the data handling of capital calls, distributions, and capital statements, bringing speed and accuracy to the process of managing alternative investments.......
Artificial Intelligence Digital Featured Fintech Primers Technology

“Fintech Ascend: Unveiling The Top 20 Influencer Marketing Software Of 2023”

Pooja Choudhary
by Pooja Choudhary0
“A Brand Is No Longer What We Tell The Consumer It Is — It Is What Consumers Tell Each Other It Is.” — Scott Cook What’s hot in the market? Behold, the luminary known as influencer marketing! Influencer marketing is currently a popular technique of online marketing. It has been......
Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community
Investment Services News

Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community

PR Newswire
by PR Newswire0
Fintech-driven investment and wealth management platform, moomoo announces, together with its sister platform, the global digitalized investor community is now amassing over 20 million users, making it one of the most well-established platforms for connecting like-minded investors and unlocking more opportunities powered by technology and collective intelligence. Moomoo is an......
Artificial Intelligence to Take Centre Stage at the Singapore Fintech Festival 2023
Artificial Intelligence News

Artificial Intelligence to Take Centre Stage at the Singapore Fintech Festival 2023

Fintech News Desk
by Fintech News Desk0
The Monetary Authority of Singapore (MAS) and Elevandi1 announced the theme of the Singapore FinTech Festival (SFF) 2023 – ‘Applications of Artificial Intelligence (AI) in Financial Services’. SFF 2023 will focus on the growth and adoption of AI and how this technology can potentially be used in financial services. Organised by......
Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform
Banking News

Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform

PR Newswire
by PR Newswire0
Fintech partnership empowers financial institutions to level up small business financial wellness Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., and upSWOT, a leading fintech platform that connects business applications for integrated data analysis and insight, have expanded their partnership by making upSWOT’s......
SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers
Mortgage News

SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers

PR Newswire
by PR Newswire0
SouthState Bank announced the introduction of a new mortgage option called the “Opportunity Advantage Loan Fund” that is designed to help qualified low-to-moderate income (LMI) potential homebuyers overcome the financial barriers associated with purchasing a primary home. SouthState has allocated a sum of $10 million that will be drawn from over a......
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