Search Results for: portfolio management

Sheer Markets Expands to Global Markets with New Licence
News Trading

Sheer Markets Expands to Global Markets with New Licence

Fintech News Desk
by Fintech News Desk0
Sheer Markets, announced earlier that they have achieved another milestone by launching operations covering the LATAM, Africa, Asia and Oceania traders and investors. Sheer Markets who have been regulated by CySEC since 2020 and are registered with the majority of the EU competent authorities to freely provide our services within the EU,......
Natural Catastrophe Insurance MGA, Delos, Closes Seed Funding Round with IA Capital and Avanta Ventures
Fintech News

Natural Catastrophe Insurance MGA, Delos, Closes Seed Funding Round with IA Capital and Avanta Ventures

Fintech News Desk
by Fintech News Desk0
Financing enables Delos to expand its footprint in the wildfire-stressed California homeowners insurance market Delos Insurance Solutions, a catastrophe insurance managing general agency (MGA) with a specialty in California wildfire-related risks, announced that its seed funding round has closed. The $5.3 million round, led by IA Capital along with participation from Avanta Ventures,......
Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast
Capital Markets News

Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast

Fintech News Desk
by Fintech News Desk0
Sanctuary Hires Former Director and Assistant Market Head with UBS Wealth Management Sanctuary Wealth, home to the next generation of elite advisors, welcomes Dylan Isaacs to the firm as a Regional Director. In this role, he will partner with and support Sanctuary Wealth teams on the West Coast, as well as recruit......
Commercial Bank of California Selects Linked2pay As Enhanced Due Diligence (EDD) Platform Provider
Banking Digital Payments News

Commercial Bank of California Selects Linked2pay As Enhanced Due Diligence (EDD) Platform Provider

Fintech News Desk
by Fintech News Desk0
As a leading Merchant Acquirer, deploying the linked2pay EDD platform solutions empowers the bank with tools to onboard and manage merchants and Third-Party Payment Processors (TPPPs) more efficiently linked2pay, a leading payment software technology provider, today announced that it has entered into an agreement with Commercial Bank of California to serve as their......
Zoe Financial Announces Partnership With Betterment for Advisors
Finance News

Zoe Financial Announces Partnership With Betterment for Advisors

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership will grant advisors......
MVIS Launches the BlueStar US Listed E-Brokers and Digital Capital Markets Index
Fintech News

MVIS Launches the BlueStar US Listed E-Brokers and Digital Capital Markets Index

Fintech News Desk
by Fintech News Desk0
Index providing exposure to securities trading MV Index Solutions GmbH (MVIS®) announced the launch of the BlueStar US Listed E-Brokers and Digital Capital Markets Index (ticker: BUBID). The BlueStar US Listed E-Brokers and Digital Capital Markets Index (ticker: BUBID) is an index of US-listed stocks that tracks the performance of the online securities......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
BitGo Announces $16 Billion in Assets Under Custody
Digital Asset Management News

BitGo Integrates Stacks To Give Institutions Easy Access to Bitcoin Yield

Fintech News Desk
by Fintech News Desk0
BitGo integrates Stacks to bring Bitcoin DeFi  to institutional players in the form of direct BTC yield BitGo, the market leader in providing institutional-grade liquidity, custody and security for digital assets,  announced support for Stacks. Stacks is a network that has created the technology needed to bring applications and smart contracts to the Bitcoin network. In order to match the demand......
Quay Global Investors Live With INDATA Architect AI OMS
Investments News

Quay Global Investors Live With INDATA Architect AI OMS

Fintech News Desk
by Fintech News Desk0
Australian Fund Manager Utilizes Architect AI to Automate Portfolio Management, Compliance and Trading Functions INDATA, a leading industry provider of software, technology and managed services for buy-side firms,  announced that Quay Global Investors is live with INDATA’s Architect AI OMS and Portfolio Management solution. Quay is a multi-award-winning boutique asset manager......
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