Search Results for: Asset Management

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
Coinfield Selects Datavault's Patented NFT Minting, Management, and Monetization Platform For Purchases In Over 187 Countries Worldwide
Blockchain Cryptocurrency News

Coinfield Selects Datavault’s Patented NFT Minting, Management, and Monetization Platform For Purchases In Over 187 Countries Worldwide

Fintech News Desk
First-of-its-kind secure NFT exchange to provide global marketplace for buyers and sellers Data Vault Holdings Inc., leading the way in tokenomics and metaverse data visualization, valuation, and monetization, announces a deal with leading international cryptocurrency exchange Coinfield, which has established users within 187 countries and has an average daily trade......
STOIC Equity Partners Continues Growth with Year-End Acquisition of $6.6 Million Self Storage Asset
Finance News

STOIC Equity Partners Continues Growth With Year-End Acquisition Of $6.6 Million Self Storage Asset

Fintech News Desk
Private Equity Real Estate Company, Stoic Equity Partners, acquired Inland Boat and Storage on December 30th to expand their presence in the market to 107,500 net rentable square feet Stoic Equity Partners added 74,325 net rentable square feet to their Fairhope Self Storage portfolio. Stoic currently owns 33,395 net rentable......
SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
National Loans Explains Asset Loans For Private Sales
Finance Lending News

National Loans Explains Asset Loans For Private Sales

Fintech News Desk
Buying a used asset, such as a car or boat, can be a great way to score some significant savings, however buying a privately sold asset with finance can involve a few more hoops to jump through. Leading finance broker National Loans, who provides asset finance including car and boat......
Fireblocks Raises $550 Million In Series E Funding To Become The Highest Valued Digital Asset Infrastructure Provider
Digital Asset Management Fintech News

Fireblocks Raises $550 Million In Series E Funding To Become The Highest Valued Digital Asset Infrastructure Provider

Fintech News Desk
At an $8 billion valuation, new resources will enable Fireblocks to help every business become a crypto business. Fireblocks , the direct custody platform that supports over 800 major institutions, and powers digital asset and crypto products for largest custodians, fintech, crypto exchanges, lending desks, super apps and asset management......
Relation Insurance Services, Inc. Acquires the Assets of Hodge Ethridge Insurance and Financial Services, LLC
Finance InsurTech News

Relation Insurance Services, Inc. Acquires the Assets of Hodge Ethridge Insurance and Financial Services, LLC

Fintech News Desk
Transaction adds to Relation’s presence in South Carolina and further expands the Relation Select platform Relation Insurance Services, Inc. (“Relation”), one of the largest and fastest-growing national insurance agencies, announced it acquired the assets of South Carolina-based Hodge Ethridge Insurance and Financial Services, LLC (“Hodge Ethridge”). Hodge Ethridge was previously......
IHS Markit Partners with METACO to Provide a Unified Post-Trade Processing Solution for Digital and Traditional Assets
Analytics Digital Asset Management News Trading

IHS Markit Partners with METACO to Provide a Unified Post-Trade Processing Solution for Digital and Traditional Assets

Fintech News Desk
Partnership addresses accelerating market demand for flexible, institutional-grade infrastructure for the integrated management of asset classes IHS Markit , a world leader in critical information, analytics and solutions, announced a partnership with METACO, the leading provider of security-critical software and infrastructure to Tier 1 banks in the digital asset ecosystem.......
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