Search Results for: wealth manager

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
BlockFi Completes $350 Million Series D
Cryptocurrency Finance Fintech News

BlockFi Completes $350 Million Series D

Fintech News Desk
by Fintech News Desk0
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced the completion of its Series D fundraising round, which was led by new investors including Bain Capital Ventures, partners of DST Global, Pomp Investments and Tiger Global. The $350 million......
Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion
Business Fintech News

Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion

Fintech News Desk
by Fintech News Desk0
Family Office Networks, the largest collaborative family office community in the world, announced that it is embarking on a Series A capital raise to fuel business expansion in order to meet increased demand from its fast-growing fintech platform dedicated to the family office space. “With the number of millionaires and......
nCino Advances EMEA Presence
Banking Cloud Digital Fintech News

nCino Advances EMEA Presence

Fintech News Desk
by Fintech News Desk0
Seasoned industry executive Jennifer Geary appointed as General Manager, EMEA Cloud-based digital banking provider launches German subsidiary, nCino Germany GmbH nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced it is bolstering its European presence with the appointment of Jennifer Geary......
STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn
Business Fintech Investment Services News

STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn

Fintech News Desk
by Fintech News Desk0
STP Investment Services, an industry-leading fintech and global investment operations firm that provides complete front, middle, and back office solutions, announced that it formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC (CRM), a leading value equity manager with a focus on the U.S. small and mid-cap space. In this......
FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform
Artificial Intelligence Fintech Fintech Funding InsurTech Investment Services News

FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform

Fintech News Desk
by Fintech News Desk0
Investment will drive product development, entry to new markets and grow the executive team FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that it has closed a $12 million Series A funding round. The financing is being led by Team8 and existing investors Blumberg Capital and LionBird Ventures. Read More:......
Banking Business Digital Fintech News Risk Management

Astra Launches Automated Bank Transfer API for Financial Institutions and Fintech Companies

Fintech News Desk
by Fintech News Desk0
Company’s technology platform enables fast, programmatic bank-to-bank transfers at a 99.999% reliability rate Astra, a technology company that offers advanced bank-to-bank transfer solutions, today announced the official release of its transfer automation platform designed for financial institutions and fintech companies. Read More: GlobalFintechSeries Interview with Jason Ioannides, Manager, Solutions Consulting......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
AdvicePay Expands Further Into Enterprises With Salesforce Integration
Business Fintech News

AdvicePay Expands Further Into Enterprises With Salesforce Integration

Fintech News Desk
by Fintech News Desk0
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
BlockFi Names Lei Lei Director of Institutional Sales - Real Money Clients
Capital Markets Cryptocurrency Fintech InsurTech News

BlockFi Names Lei Lei Director of Institutional Sales – Real Money Clients

Fintech News Desk
by Fintech News Desk0
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced that Lei Lei has joined the company as Director of Real Money Clients, Institutional Sales to cover endowments, pension funds, asset managers, insurance companies, corporate entities, and sovereign wealth......
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