Search Results for: Financial Professionals

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets
DeFi News

Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets

PR Newswire
by PR Newswire0
OpenTrade has raised an oversubscribed funding round led by Sino Global Capital, with participation from other leading Web3 organizations including Circle Ventures, Kronos Research, Kyber Ventures, Polygon Ventures, and Outlier Ventures. OpenTrade’s platform will provide users seamless access to a suite of on-chain structured financial products that are backed by investment......
IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts
Fintech News

IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts

PR Newswire
by PR Newswire0
The rapid evolution of FinTech, fueled by increasing availability of digital platforms, big data, artificial intelligence (AI), and blockchain technology, is transforming the traditional finance industry. This transformation is enabling innovative ways of accessing finances in sectors such as banking, payments, insurance, and investments. Some estimates suggest that the global FinTech......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Behavox Releases Large Language Model for the Financial Services Industry
Fintech Machine Learning News

Behavox Releases Large Language Model for the Financial Services Industry

Business Wire
by Business Wire0
Behavox, the leading provider of AI-driven compliance solutions, has announced the release of its Large Language Model (LLM), designed specifically for the financial services industry. The Behavox LLM can run on either Behavox’s environment or a customer’s environment, ensuring secure deployment of AI while maintaining compliance with data management and governance regulations.......
New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
by PR Newswire0
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
Hexaware and Xceptor Partner to Offer Innovative Data Automation Solutions for Banking and Financial Services
Finance Fintech News

Hexaware and Xceptor Partner to Offer Innovative Data Automation Solutions for Banking and Financial Services

PR Newswire
by PR Newswire0
Hexaware Technologies, a global IT services company, and Xceptor, a leading data automation platform provider, have launched a new Center of Excellence and Solution factory in Pune, India. The partnership combines Hexaware’s banking & financial services expertise and technical delivery capabilities with Xceptor’s best-in-class platform for automating data workflows to offer......
WeWork Announces Comprehensive Agreement To Significantly Deleverage Capital Structure and Bolster Liquidity
Digital Payments News

BHMI Announces ER Component for Industry Leading Back Office Payments Solution – Concourse Financial Software Suite

Business Wire
by Business Wire0
BHMI, a leading provider of back-office payment solutions, has introduced a powerful Entity Relationship (ER) Component to its Concourse Financial Software Suite. The ER Component is a highly configurable database that enables financial services companies to define and enforce unique relationship models across a wide range of data elements. The Concourse......
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