Search Results for: Asset Management

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
by Fintech News Desk0
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Cryptocurrency News

Back To Pavilion-Rahul Pagidipati As A CEO Of ZebPay Crypto Asset Exchange

Pooja Choudhary
by Pooja Choudhary0
ZebPay, which is India’s oldest crypto asset exchange and the most trusted also, announced officially that Rahul Pagidipati has been back in charge as the CEO of ZebPay. Rahul will be heading ZebPay’s operations and office with the current leadership team to grow current and new lines of business. On......
Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform
Cryptocurrency Finance News

Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Collaboration helps credit unions and community banks better serve their 200m+ customers with self-directed investing wealth management services Unifimoney Inc. announced a collaboration with Gemini Trust Company that enables Credit Unions and Community Banks to trade over 80 cryptocurrencies. The offering is provided through Unifimoney’s turnkey crypto and digital wealth management......
Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Decimal Acquires SaaS Bookkeeping Assets of KPMG Spark
Fintech News

Decimal Acquires SaaS Bookkeeping Assets of KPMG Spark

Fintech News Desk
by Fintech News Desk0
Acquisition broadens Decimal’s suite of automated accounting operations solutions for small and medium-sized businesses Decimal, a leading fintech company offering bookkeeping and accounting operations for small and medium-sized businesses, announced it has acquired the cloud-based bookkeeping service and certain other assets of KPMG Spark, owned by Big Four tax, accounting......
Centralis Group launches Alternative Investment Fund AML Risk Management services
News Risk Management

Centralis Group launches Alternative Investment Fund AML Risk Management services

Fintech News Desk
by Fintech News Desk0
Centralis’ Governance, Risk and Compliance service line, launched earlier this year on the incorporation of Wheelhouse Advisors into the Group, continues to broaden its proposition to the alternative investment management sector following last month’s acquisition of Danesmead Limited Centralis Group announced the further expansion of its Governance, Risk and Compliance service......
Clerk Announces $6.2 Million Seed Funding To Build Authentication And User Management Tools
Fintech Funding News

Clerk Announces $6.2 Million Seed Funding To Build Authentication And User Management Tools

Fintech News Desk
by Fintech News Desk0
Clerk, the drop-in authentication and user management solution for React, announced that it has closed a $6.2m seed round led by Andreessen Horowitz. Existing investors S28 Capital, Fathom Capital, and South Park Commons also joined the round. This new funding will allow Clerk to expand its suite of authentication and......
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