Search Results for: Private Client

iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies
Blockchain Cryptocurrency News

iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies

Fintech News Desk
by Fintech News Desk0
iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, has partnered with Golub Capital, a market-leading direct lender, to provide wealth managers on the iCapital platform with access to Golub Capital’s private credit strategies. “We look forward to working with......
Tassat Launches Smart Contracts within TassatPay for the Banking Industry and Its B2B Clients
B2B Digital Payments News

Tassat Launches Smart Contracts within TassatPay for the Banking Industry and Its B2B Clients

Fintech News Desk
by Fintech News Desk0
Tassat Group Inc., the leading provider of private blockchain-based, real-time B2B payment solutions for banks announced that it is launching Smart Contracts, enabling bank clients to access customizable payment logic within TassatPay, making contracting and invoicing more efficient and effective while also reducing the potential for errors and fraud. “By......
UMB Private Wealth Management Live on the SEI Wealth Platform
Fintech News

UMB Private Wealth Management Live on the SEI Wealth Platform

Fintech News Desk
by Fintech News Desk0
Partnership and Connection at the Core of Organizational Transformation and Future Growth SEI announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth Platform (SWP), providing UMB’s clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution. UMB selected SWP to manage their......
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Investment Services News

Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments

Fintech News Desk
by Fintech News Desk0
Demand for private market opportunities is strong among investors in the Asia Pacific region, according to a new industry report jointly issued by Hywin Holdings Ltd, a leading independent wealth management service provider in China, with Liechtenstein-based VP Bank Ltd. and WealthBriefingAsia. Over three quarters, or 77% of wealth management......
Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate
Banking Cloud News

Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate

Fintech News Desk
by Fintech News Desk0
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that Arbuthnot Latham & Co. Ltd (Arbuthnot Latham) has selected The nCino Bank Operating System® to modernise the......
Gridline Launches to Bring Next-Level Access to Private Market Investments
Investment Services News

Gridline Launches to Bring Next-Level Access to Private Market Investments

Fintech News Desk
by Fintech News Desk0
With alternative investment AUM projected to eclipse $17 trillion by 2025, new digital wealth platform offers direct access for high-net-worth investors, RIAs and family offices Today’s launch of Gridline’s alternative asset marketplace revolutionizes access to private market investing, providing greater opportunity for individual investors and wealth managers to invest in top-tier......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
by Fintech News Desk0
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
WireSecure Announces EFSI As Newest Client
Fintech News Security

WireSecure Announces EFSI As Newest Client

Fintech News Desk
by Fintech News Desk0
EFSI will begin implementing WireSecure’s proprietary fraud prevention technology to better protect the firm’s fund manager clients and investors WireSecure, a leading fintech solution for preventing impersonator fraud within the financial services industry, has announced that Essential Fund Services International (EFSI) will begin using the firm’s proprietary cybersecurity technology to protect its......
Flow Raises $20 Million Series A to Solve the Complexity of Private Market Infrastructure
Finance News

Flow Raises $20 Million Series A to Solve the Complexity of Private Market Infrastructure

Fintech News Desk
by Fintech News Desk0
Funding round led by SVB Financial Group Flow, a leading provider of private market software solutions, announced the close of a $20 million Series A round led by SVB Financial Group, the parent company of Silicon Valley Bank. Frontier Ventures, GFR Fund, HOF Capital, L’Attitude Ventures, WOCstar Fund, Mantis VC......
Rêv Launches Multi-Currency Digital Wallet App for Itaú Private Bank Customers
Digital Wallet News

Rêv Launches Multi-Currency Digital Wallet App for Itaú Private Bank Customers

Fintech News Desk
by Fintech News Desk0
Global Fintech Provider Develops Payment Program With Mastercard Debit Card Acceptance and Real Time Currency Exchange for Itaú Private Bank Customers Looking to Transact in Foreign Currencies Rêv Worldwide, Inc. (“Rêv”), a payment products innovations company, announced a partnership with Banco Itaú International with the official launch of the Itaú......
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