Search Results for: digital assets

Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services
Finance News

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services

Fintech News Desk
by Fintech News Desk0
Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, and Wescom Credit Union (Wescom) announced that Wescom Financial Services (WFS) will transition its broker-dealer services to CFS under a dual program......
Succession Link Accelerates Growth Plans with Merchant Partnership
Finance News

Succession Link Accelerates Growth Plans with Merchant Partnership

Fintech News Desk
by Fintech News Desk0
Partnership puts focus on providing new solutions, reinforcing commitment to connecting the RIA marketplace Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant – a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community......
CFund Launched a Global Strategic Layout and Established an Australian Branch to Expand the Asia-Pacific Industry
Cryptocurrency News

CFund Launched a Global Strategic Layout and Established an Australian Branch to Expand the Asia-Pacific Industry

Fintech News Desk
by Fintech News Desk0
With the establishment of CFUND CAPITAL PTY LTD, CFund will provide encrypted asset management and encrypted market maker services for users in many countries and regions around the world According to CFund Capital‘s official Twitter account (@CFundcc) on December 1, the Australian Securities and Investments Commission has agreed and approved......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
Ageras Launches Small-Biz Inflation Tracker, Finds Inflation Rates Outpacing Prices Charged by Europe’s Smallest Businesses
Fintech News

Ageras Launches Small-Biz Inflation Tracker, Finds Inflation Rates Outpacing Prices Charged by Europe’s Smallest Businesses

Fintech News Desk
by Fintech News Desk0
Leveraging its proprietary data from more 100,000 SMEs using its suite of banking, accounting, and business admin software, Ageras’ inaugural inflation index shows that in the latest quarter, small businesses lost significant pricing power across seven of Europe’s most important economies Ageras, the leading fintech company utilizing its banking and......
Cryptocurrency News Technology

Opera Crypto Browser To Unlock Instant NFT Publishing With Alteon LaunchPad

Fintech News Desk
by Fintech News Desk0
Opera Crypto Browser, the world’s first multi-platform Web3 browser, is about to give millions of users the power to easily upload media to a blockchain and create NFTs, thanks to a new partnership with Alteon.io, an all-in-one ecosystem for content creators whose mission is to democratize the creative process. Announcing @Alteon_io......
Pylon Closes $8.5 Million Seed Round to Build the Embedded Mortgage Infrastructure Platform
Mortgage News

Pylon Closes $8.5 Million Seed Round to Build the Embedded Mortgage Infrastructure Platform

Fintech News Desk
by Fintech News Desk0
Introducing a first of its kind mortgage-as-a-service platform built for developers Pylon, the embedded mortgage infrastructure platform, announced that it has raised $8.5 million in seed funding, led by Conversion Capital with participation from Fifth Wall, Peter Thiel, QED Investors, Montage Ventures, and Village Global alongside angel investors from Ramp, Blend, Zillow, SoFi, and Figure. The round will......
Cryptocurrency News

Crypto Startups Pays For BitLicense 5 Times Per Year In NY

Fintech Staff Writer
by Fintech Staff Writer0
Crypto organizations in New York could view themselves routinely paying as managed under the BitLicense plot — very much like banking and protection firms do.The New York State Division of Monetary Administrations (DFS) is inviting criticism on a suggestion that would request BitLicense holders reliably make good to controllers, with......
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