Search Results for: Portfolio Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
Alto Announces CryptoIRA Surpasses 100 Coins and Tokens
Digital Finance News

Eaglebrook Partners with AltoIRA, Enabling Seamless Investment in Bitcoin from Retirement Accounts for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
As Demand for Bitcoin Exposure Accelerates, RIAs can Now Allocate Client Assets in Any Type of Individual Retirement Account Through Eaglebrook Advisors’ SMA Platform Eaglebrook Advisors (Eaglebrook) has partnered with Alto Solutions, Inc. (AltoIRA) to give independent financial advisors the ability to seamlessly invest in bitcoin and other digital assets......
Adriatic Bank Announces Launch of Investment Banking Division
Banking Investment Services News

Adriatic Bank Announces Launch of Investment Banking Division

Fintech News Desk
by Fintech News Desk0
Following the license granted by the Montenegro Security Exchange Commission to provide investment services and perform investing activities, Adriatic Bank has announced the anticipated opening of its investment banking division. Among the services offered in the new division: investment consulting, transferring of funds to a varied range of investment venues, executing trading......
BitcashPay (BCP) Is Revolutionizing DeFi Ecosystem Concept
Blockchain Cryptocurrency Digital Digital Payments News

BitcashPay (BCP) Is Revolutionizing DeFi Ecosystem Concept

Fintech News Desk
by Fintech News Desk0
Staking and Yield Farming, Decentralized Lending, DEX with FIAT Cash-in/Cash-out, Crypto Academy, Payment Solution, Remittance. The ALL-in-ONE DEFI PLATFORM BitcashPay (BCP), one of the most famous cryptocurrency platforms, has achieved a breakthrough in cashless transactions facilitating thousands of people to carry out payment obligations and receipt of payment hassle-free. Due......
BharatPe
B2B Fintech News Risk Management

BharatPe appoints Amit Jain as Chief Risk Officer

Fintech News Desk
by Fintech News Desk0
BharatPe, India’s leading financial services company for merchants, announced another key addition to its leadership team with the appointment of Amit Jain as its Chief Risk Officer. Amit, a seasoned professional in credit risk and portfolio management, will work closely with Ashneer Grover, BharatPe’s Co-Founder and CEO, and Suhail Sameer,......
Plethori Is Offering Investment Opportunities into Leading Insurance, NFT, and Oracle Sectors
Finance Fintech InsurTech Investments News

Plethori Is Offering Investment Opportunities into Leading Insurance, NFT, and Oracle Sectors

Fintech News Desk
by Fintech News Desk0
Plethori, a cryptocurrency ETF investment platform, is offering investment opportunities into leading Insurance, NFT, and Oracle sectors. In the crypto world, investment opportunities are plenty, but can appear scattered and complex. Plethori plans to help solve this problem. As crypto becomes more mainstream, emerging projects are combining the best of......
Digital Asset Manager Wave Financial Crosses $500 Million AUM Landmark
Cryptocurrency Digital Finance Fintech Investments News

Digital Asset Manager Wave Financial Crosses $500 Million AUM Landmark

Fintech News Desk
by Fintech News Desk0
– Regulated digital asset manager experiences rapid growth of AUM in its wealth & treasury management and funds divisions – Income and capital growth strategies attract assets from HNWIs, family offices and blockchain protocols  Wave Financial LLC (Wave), the Registered Investment Advisor for digital assets, is pleased to announce that it......
Paxos Adds Patricia Kemp And Scott Malpass To Its Board Of Directors
Finance Fintech News

Paxos Adds Patricia Kemp And Scott Malpass To Its Board Of Directors

Fintech News Desk
by Fintech News Desk0
Paxos, the first regulated blockchain infrastructure platform, announced it has added Patricia Kemp, Co-Founder and Managing Partner of Oak HC/FT, and Scott Malpass, former Vice President and Chief Investment Officer of the University of Notre Dame, to its Board of Directors. As seasoned executives in the financial services industry with significant expertise......
Banking Digital News Risk Management

Nirvana Technology Hires Senior Fintech Leader Amit Singh as Chief Credit & Risk Officer

Fintech News Desk
by Fintech News Desk0
Nirvana Technology (Nirvana), a global digital bank, announces the appointment of Amit Singh as its Chief Credit & Risk Officer to build and lead the credit and risk functions of the company. Those responsibilities will include automated best in class underwriting capabilities targeting the full credit spectrum. Singh will fully own the customer’s......
GreenBox Announces Acquisition of Northeast Merchant Services, A Merchant Payments Solution Company
Blockchain Fintech News Risk Management

GreenBox Announces Acquisition of Northeast Merchant Services, A Merchant Payments Solution Company

Fintech News Desk
by Fintech News Desk0
Acquisition Brings Over 700 Retail Merchant Accounts to GreenBox Platform GreenBox POS, an emerging financial technology company leveraging proprietary blockchain security to build customized payment solutions announced the acquisition of Northeast Merchant Services, a provider of comprehensive merchant credit card processing services bringing over 700 potential new retail merchant accounts to GreenBox. Northeast Merchant Services, Inc. offers......
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