Search Results for: wealthtech

Stephen Schroder Joins JAM FINTOP to Support JAM FINTOP Blockchain Fund
Blockchain News

Stephen Schroder Joins JAM FINTOP to Support JAM FINTOP Blockchain Fund

Fintech News Desk
by Fintech News Desk0
JAM FINTOP announced the hiring of Stephen Schroder to help source, diligence and monitor companies for the recently launched JAM FINTOP Blockchain fund. He will also engage with the JAM FINTOP Network to identify areas of interest in blockchain innovation for regulated financial institutions. JAM FINTOP Blockchain invests in infrastructure,......
Fintech Unicorn DriveWealth Appoints New Global CEO Following Rapid Global Expansion and Customer Growth
Fintech News

DriveWealth Appoints New Global CEO Following Rapid Global Expansion and Customer Growth

Fintech News Desk
by Fintech News Desk0
Former Senior Vice President, Global Head of Fintech and Crypto at Visa, Terry Angelos, to scale the business amid a growth inflection point DriveWealth, LLC, a global fintech infrastructure company that powers equity investing for fintechs, announced the appointment of Terry Angelos as Global Chief Executive Officer (CEO). This appointment......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
by Sudipto Ghosh0
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements
Compliance management News

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Fintech News Desk
by Fintech News Desk0
The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s secure document Vault with PureFacts’ financial data capabilities to improve compliance and streamline back-office administrative functions FutureVault Inc., an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for the wealth management and financial services industry, and......
Digital Wealth News Surpases 100,000 Unique Visitors In January 2022
Fintech News

Digital Wealth News Surpases 100,000 Unique Visitors In January 2022

Fintech News Desk
by Fintech News Desk0
Innovative Fintech and Wealthtech Media Company Continues to Provide Platform for Reporting, Opinion and Education Around Cutting Edge Technology for the Wealth Management Industry Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing......
PureFacts Announces the Closing of a $37 Million Financing Round
Finance News

PureFacts Announces the Closing of a $37 Million Financing Round

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions announces the closing of $37 million in strategic financing from Canadian Business Growth Fund (CBGF), The Bank of Nova Scotia and Round13 Capital. With this investment the PureFacts team is excited to progress into its next phase of growth. The funds will be used to accelerate product......
DFIN Partners with Hong Kong Fintech Week 2021 Global Fast Track
Fintech News

DFIN Partners with Hong Kong Fintech Week 2021 Global Fast Track; Spotlights Innovative Fintech Enterprises

Fintech News Desk
by Fintech News Desk0
Global risk & compliance leader offers rising stars free software and consultation service Donnelley Financial Solutions, a leading risk and compliance company, announced its partnership with Hong Kong FinTech Week 2021 Global Fast Track program. This program, dedicated to accelerating fintech scaling opportunities and now in its second year, invites......
Dacxi Chain Crowd-Funding Tokenization Technology Poised to Usher in the Era of Crypto 4.0
Blockchain Digital Payments Fintech Investments News

Dacxi Chain Crowd-Funding Tokenization Technology Poised to Usher in the Era of Crypto 4.0

Fintech News Desk
by Fintech News Desk0
Global WealthTech Company, Dacxi, is leading the charge in Crypto 4.0 with the development of the Dacxi Chain, a brand new global tokenized crowd-funding system, designed to close the innovation-funding gap. “Crowd-funding as we know it is over a decade old, and has some fundamental flaws,” says Ian Lowe, CEO......
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