Search Results for: Institutional Investments

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
All of Us Financial Is Now Live, Poised To Take On Industry Titans
Fintech News Trading

All of Us Financial Is Now Live, Poised To Take On Industry Titans

Fintech News Desk
The world’s only fully transparent online broker raises $3.5 million USD to reengineer trading for self-directed investors All of Us, the world’s first fully transparent online broker, announced its trading platform is officially live via the All of Us website or app on iOS and Android. The mobile- and web-based trading platform......
Trustology is First Cryptoasset Custody Wallet Provider to Join Corda Network With LAB577's DASL
Business Fintech News

Trustology is First Cryptoasset Custody Wallet Provider to Join Corda Network With LAB577’s DASL

Fintech News Desk
Trustology, a London-based institutional cryptoasset custody firm dedicated to enabling global crypto adoption, announces that it will be partnering with Digital Asset Shared Ledger (DASL) — a platform developed by LAB577 to transform traditional financial instruments into digital assets. This partnership allows Trustology to join the Corda Network, making the company the first......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Fixed Income Analytics

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of its fixed income analytics offering for the retail wealth management and asset management communities. The newly-launched suite of analytics will cover all publicly-traded sovereign,......
Figure Launches First Digital Fund Services Offering on Blockchain
Blockchain Capital Markets Fintech News Trading

Figure Announces First Third-Party Loan Trade on Provenance, Company’s Groundbreaking Blockchain Platform

Fintech News Desk
Transaction Marks the First of $100 Million in Loan Sales Expected By Private Lender Pacific Private Money Figure Technologies, Inc. (Figure™), a leader in transforming financial services through the power of blockchain technology,  announced that Pacific Private Money and Saluda Grade have completed the first third-party trade on Provenance blockchain,......
FalconX Announces Investment from American Express Ventures and Discloses Around $3 Billion per Month in Transaction Volumes
Fintech Investment Services News Trading

FalconX Secures $17m From Accel, Accomplice, and Coinbase Ventures to Expand Its Crypto Trading Platform

Fintech News Desk
Digital asset trading platform founded by Google alumni is addressing growing demand for institutional-grade crypto trading services FalconX, a digital asset trading platform that provides clients best execution using data science, announced it has secured $17M in financing from investors including Accel, Accomplice VC, Coinbase Ventures, Fenbushi Capital, Flybridge Capital Partners,......
70% Of Global Business Leaders And Finance And Accounting Professionals Lack Confidence In The Data Used To Make Financial Forecasts
Economy Fintech Investment Services News

Investors Look To CEOs To Ensure Transparent Financial Reporting Amid Global Uncertainty, According To Research From BlackLine

A global survey of institutional investors commissioned by accounting automation software leader BlackLine,  reveals that 79% of global investors believe that CEOs should be held accountable for a company’s financial reporting errors. Surprisingly, only 38% of investors feel that CFOs should be held to account. Read More: Analyticom Introduces a Scientific Model......
GlobalFinTechSeries Interview with Michael Cutlip, President & CEO at Authoriti
Banking Business Fintech Interviews

GlobalFinTechSeries Interview with Michael Cutlip, President & CEO at Authoriti

Paroma Sen
Mike Cutlip is the Chief Executive Officer of The Authoriti Network, Inc., founded in 2017 to eliminate fraud and data privacy risks by letting customers easily and securely authorize any transaction.  Cutlip has more than 30 years of experience across a range of roles in the financial services industry, the......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
QB Launches First Options on Futures Execution Algorithm, "Striker"
Fintech News Trading

QB Launches First Options on Futures Execution Algorithm, “Striker”

Fintech News Desk
Quantitative Brokers (QB), an independent provider of advanced execution algorithms and data-driven analytics for futures and U.S. Cash Treasury markets, announced the launch of a first-ever, intelligent algorithm for options on futures markets. Striker joins QB’s suite of award-winning best execution algorithms: Bolt, Strobe, Legger, Closer, Octane and The Roll.......
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