Search Results for: wealth manager

Unifimoney Launches Premium Investment Choice Credit Card With Rewards Paid as Crypto, Gold or Equity
Banking News

Unifimoney Launches Premium Investment Choice Credit Card With Rewards Paid as Crypto, Gold or Equity

Fintech News Desk
by Fintech News Desk0
Points and rewards-based travel credit cards become less attractive as consumer behaviors shift to future wealth creation and using eco-friendly products  Unifimoney, the investment and money management platform, today announced the launch of the Unifi Premier credit card – the latest innovation to the credit card market offering customers the......
WesBanco Again Ranked by Forbes as a World's Best Bank
Banking Digital Fintech Mobile Banking News

WesBanco Again Ranked by Forbes as a World’s Best Bank

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announces that its affiliate, WesBanco Bank, has again been named to Forbes magazine’s ranking of the World’s Best Banks, which was based on customer satisfaction and consumer feedback.  With strong scores across the survey, WesBanco received very high scores for ‘satisfaction’, ‘customer services’, ‘financial......
iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer
Fintech News

iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
Senior security executive will expand upon Capital’s comprehensive information security and IT risk management program to support iCapital’s continued growth iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced Gary Owen will join iCapital as Chief......
Commerce Bancshares Deepens Support of FinTech Startups through Investment in SixThirty
Finance Fintech Investments News

Commerce Bancshares Deepens Support of FinTech Startups through Investment in SixThirty

Fintech News Desk
by Fintech News Desk0
Company demonstrates commitment to innovation with global FinTech relationship Commerce Bancshares, Inc. announced today that it is deepening its multi-year relationship with SixThirty, a global venture firm that invests in enterprise technology startups. SixThirty targets investments in seed to early growth stage startups. SixThirty’s portfolio and pipeline represent some of......
Regions Next Step Hosts Financial Wellness Webinars as Part of Financial Literacy Month
Finance Fintech News

Regions Next Step Hosts Financial Wellness Webinars as Part of Financial Literacy Month

Fintech News Desk
by Fintech News Desk0
Free webinars designed to help people take charge of their financial futures Regions Bank on Monday announced a series of free financial wellness webinars that are available to the public through Regions Next Step, the bank’s financial education program. No matter how old or how young you are, the time to......
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
by Fintech News Desk0
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
CLPS Incorporation Announces Latest Business Expansion and Presence in Asia Pacific Region
Banking Digital Fintech News

CLPS Incorporation Announces Latest Business Expansion and Presence in Asia Pacific Region

Fintech News Desk
by Fintech News Desk0
CLPS Incorporation, provided an update on the latest implementation of its global expansion strategy. Its expansion pipeline includes the establishment of a subsidiary in the Philippines, boosting the business in Southeast Asia, and pursuing overseas merger and acquisition. For the six months ended December 31, 2020, CLPS reported that its revenue generated......
Coinsquare Announces Closing of Strategic Investment by Mogo
Digital Payments Fintech News

Coinsquare Announces Closing of Strategic Investment by Mogo

Fintech News Desk
by Fintech News Desk0
Mogo has acquired a 19.99% ownership interest in Coinsquare with a right to increase its ownership up to approximately 43% Coinsquare Ltd (“Coinsquare”), Canada’s leading digital asset trading platform, is pleased to announce the closing of the previously announced strategic investment in Coinsquare by Mogo Inc., a digital payments and financial technology......
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
Banking News Risk Management

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house developed FX solution into its banking platform, to offer enhanced FX trading services to its clients. “LiquidityFX is the perfect fit for Lombard Odier” LiquidityFX is an end-to-end solution with connectivity to over 130......
Announcement of New CCO at WiseAlpha
Banking Digital Mobile Banking

Announcement of New CCO at WiseAlpha

Fintech News Desk
by Fintech News Desk0
WiseAlpha, the UK’s leading digital bond market provider, has announced it has appointed Andrea Rebusco as its new Chief Commercial Officer. Andrea will be responsible for driving WiseAlpha’s strategic roadmap as it builds perception of its unique offering of corporate bonds made available via fractions of bonds in household name......
1