Search Results for: Asset Management

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
Nomentia and FTS Enter Into a Partnership to Implement Cash & Treasury Management Projects
Finance News

Nomentia and FTS Enter Into a Partnership to Implement Cash & Treasury Management Projects

Fintech News Desk
by Fintech News Desk0
Nomentia announced that it had entered into a partnership with Finance and Treasury Services (FTS). The partnership calls for FTS to support the implementation of Nomentia solutions for new clients working closely with Nomentia. In addition, FTS will assist Nomentia with project management and technical implementation for clients in the......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
by Fintech News Desk0
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
South Indian Bank Announces the Launch of Sib Wealth - A Wealth Management Platform
Banking News

South Indian Bank Announces the Launch of SIB Wealth – A Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
South Indian Bank announces the launch of a wealth management platform in partnership with Geojit Financial Services Ltd. SIB Wealth is an exclusive value-added service that will help the bank’s high net worth (HNI) customers to invest their money in the best financial instruments available in the market. Under the......
Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business
Investment Services News

DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business

Fintech News Desk
by Fintech News Desk0
Enables DigitalBridge to Capitalize on Mid-Market Opportunities DigitalBridge Group, Inc. announced that its operating company, DigitalBridge Operating Company, LLC, through certain of its subsidiaries has completed its transaction to acquire AMP Capital’s global infrastructure equity investment management business, which has been rebranded as InfraBridge in a transaction valued at $316......
LevelField Financial to Become First Full-Service Chartered Bank to Offer Traditional Banking and Digital Asset Services Nationwide
Banking News

LevelField Financial to Become First Full-Service Chartered Bank to Offer Traditional Banking and Digital Asset Services Nationwide

Fintech News Desk
by Fintech News Desk0
LevelField to Acquire Burling Bank, an FDIC-insured Illinois State Chartered Bank, Fulfilling Core Strategic Goal of Offering Customers a Full Suite of Safe, Simple, Secure and Fully Regulated Banking and Financial Services Products LevelField Financial, a U.S. financial services firm seeking to unite traditional banking and digital asset products and services......
American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses
Finance News

American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses

Fintech News Desk
by Fintech News Desk0
American Express Business Blueprint provides free cash flow insights and 24/7 access to a suite of digital financial products—all from one place American Express announced the launch of American Express Business Blueprint, the company’s new digital cash flow management hub designed exclusively for small businesses, which features cash flow insights,......
METACO Harmonize Selected by DekaBank as Core Platform for Institutional Digital Asset Offering
Digital Asset Management News

METACO Harmonize Selected by DekaBank as Core Platform for Institutional Digital Asset Offering

Fintech News Desk
by Fintech News Desk0
METACO’s technology to enable asset manager to launch digital asset custody service, subject to receiving licence from the regulator METACO, the market-leading provider of digital asset custody and orchestration technology to complex, regulated financial institutions, announces that is has partnered with DekaBank, the leading provider of securities services and capital market......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
1