Search Results for: investment portfolios

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......
Broadridge Launches Wealth Lending Network Marketplace
Banking Fintech Fintech Funding Investment Services News Risk Management

Broadridge Launches Wealth Lending Network Marketplace

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial services institutions. The marketplace will enable wealth managers of all sizes to offer Securities-Based Lending (SBL) services to their clients using Broadridge’s end-to-end SBL technology......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
B2B Digital Fintech InsurTech News

iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
Astra Unveils Transfer Automation Platform for Banks and Fintechs
Banking Digital Fintech Investment Services News

Oxane Partners Wins Multiple Loan Servicing Mandates in Further Endorsement of Its Loan Servicing 2.0 Solution

Fintech News Desk
by Fintech News Desk0
Oxane Partners Limited , a leading technology-driven solutions provider to private markets, announced today that it has won multiple mandates to act as facility agent and security agent on loans across the real estate and maritime asset classes. The loans have a combined unpaid balance of over £250 million. Read......
BitGo Blog: Discusses Bitcoin’s First Movers and Growing Mainstream Acceptance as More Institutional Investors Embrace Cryptocurrencies
Cryptocurrency Digital Fintech Investment Services News

BitGo Blog: Discusses Bitcoin’s First Movers and Growing Mainstream Acceptance as More Institutional Investors Embrace Cryptocurrencies

Fintech News Desk
by Fintech News Desk0
Meet the 30 Private & Public Companies with Bitcoin Reserves Totaling Over $55 Billion BitGo, the leading digital asset financial services company, issued a blog post discussing 30 private and public companies that are the first movers to add Bitcoin to their balance sheet or portfolios. Read More: SIA Defies Covid Tribulations......
London Based Fusion Consulting Group Enters The Financial Services Sector
Banking Fintech Mobile Banking News

MoneyLion, America’s Leading Digital Financial Platform, to Become Publicly Traded via Merger with Fusion Acquisition Corp.

Fintech News Desk
by Fintech News Desk0
– MoneyLion Uses the Power of Technology to Empower Hard-Working Americans to Take Control of Their Finances so That They Can Achieve Their Life Goals – – Proprietary FinTech Platform Delivers Comprehensive Suite of Products That Makes It More Engaging to Bank, Borrow, Save, Invest, and Grow – All in......
Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA
Business Cryptocurrency Fintech Fintech Funding Investment Services News

Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA

Fintech News Desk
by Fintech News Desk0
Alto, an innovative technology company that simplifies the process of investing in alternative assets online using an IRA, announces three new additions to its platform with leading crypto fund managers: Bitwise, Grayscale, and SkyBridge Capital. The additions mark a significant period of growth for Alto, quickly solidifying its place as......
The Family Office Launches Its Digital Platform
Capital Markets Cryptocurrency Digital Fintech News

The Family Office Launches Its Digital Platform

Fintech News Desk
by Fintech News Desk0
The Family Office Company B.S.C. (c), the Bahrain-based global wealth manager (with an office in Saudi Arabia regulated by the Capital Markets Authority, and its investment management arm Petiole Asset Management in Zurich, Switzerland), announced the launch of its proprietary digital platform, which is accessible through a dedicated client mobile application, enabling clients to......
ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor
Banking Digital Fintech News

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking platform provider, announced that ELGA Credit Union will now offer its EasyVest robo-advisor in order to make investing easier for the more than 76,000 members the credit union serves. Read More: Digital Check Corp. Acquires Benchmark Technology Group, Inc. .@ELGAcu chooses @AccessSoftek’s EasyVest #roboadvisor EasyVest......
German Fintech Banxware Raises €4 Million in Seed Financing
Capital Markets Fintech Investment Services News

German Fintech Banxware Raises €4 Million in Seed Financing

Fintech News Desk
by Fintech News Desk0
Berlin-based Fintech Banxware has raised EUR 4 Million in a seed round led by Force over Mass and VR Ventures. Both VC firms have extensive portfolios of Fintech companies. Read More: Artesian Takes the Wraps off Artesian Connect Furthermore, severalFintech pioneers from the payments and SME lending space have joined......
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