Search Results for: wealth gap

InvestCloud Appoints Balthazar to Lead Singapore Expansion
Fintech News

InvestCloud Appoints Balthazar to Lead Singapore Expansion

Fintech News Desk
by Fintech News Desk0
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. Read More: Analyticom......
Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English
Fintech Investment Services News

Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English

Fintech News Desk
by Fintech News Desk0
Platform offers MENA investors passive direct indexing and factor investing platforms Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and North Africa (MENA) region. The company will operate out of its UAE offices in Abu Dhabi. Wealthface offers expert investment services through......
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
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......
The Mission Driven Bank Fund Names Performance Trust as Capital Markets Advisor and Structuring Agent to The Fund
Banking News

“The Mission Driven Bank Fund Partners with Performance Trust Capital Partners “

PR Newswire
by PR Newswire0
The Fund taps Performance Trust to advise on its mission-driven bank capital investments. Performance Trust, the largest full-service investment bank focused on community financial institutions, has established a dominant presence in the capital raising and advisory space to CDFIs and MDIs nationwide. The Mission Driven Bank Fund (“The Fund”) and......
Operation HOPE and U.S. Bank Announce Newly Renovated HOPE Inside Location in Minnesota
Banking News

Operation HOPE and U.S. Bank Announce Newly Renovated HOPE Inside Location in Minnesota

PR Newswire
by PR Newswire0
The award-winning HOPE Inside program, located at the West Broadway U.S. Bank branch, offers access to financial coaching services for unbanked and underbanked Minneapolis residents at no cost. Operation HOPE and U.S. Bank announced the remodeling of its ‘HOPE Inside’ Minneapolis location adjacent to the bank’s 1030 W. Broadway Avenue branch. The award-winning HOPE Inside program, a......
Northwestern Mutual Increases its Impact Investing Fund to $175 Million to Support Racial Equity Initiatives
Investment Services News

Northwestern Mutual Increases its Impact Investing Fund to $175 Million to Support Racial Equity Initiatives

PR Newswire
by PR Newswire0
Additional investment provides access to capital and sustainable neighborhoods across the country Company is encouraging actionable plans and measurable change by hosting hundreds of business leaders, academics and industry experts at first-ever Gather Against the Gap event  Northwestern Mutual, a leading financial services company, announced its continued commitment to lessen......
Detroit Black Small Business Community Members Become Eligible for $1 Million Small Business Investment Program
Investment Services News

Detroit Black Small Business Community Members Become Eligible for $1 Million Small Business Investment Program

PR Newswire
by PR Newswire0
Metro-Detroit Black Business Alliance (MDBBA) launched a new program to promote greater financial security and wellness for Metro Detroit’s small business community. The Small Business Investment program will seed $2,500 investment accounts on the Stackwell digital investment platform for up to 200 small business owners, their employees and entrepreneurs who are active members of MDBBA,......
Bank of America Partners with INROADS to Prepare Charlotte Students Early for Success in the Finance Industry
Finance News

Bank of America Partners with INROADS to Prepare Charlotte Students Early for Success in the Finance Industry

GlobeNewswire
by GlobeNewswire0
According to a National Association of Manufacturing and Deloitte report, the US will have a shortage of up to 3.5 million STEM workers by 2025. Bank of America and INROADS have partnered to address this crisis through the College Links program. INROADS College Links, a college and career readiness program,......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
by Business Wire0
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
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