Search Results for: Private Client

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
Fintoch Adopts Advanced Technology to Develop the FinSoul Metaverse Platform and Goes Live
Blockchain DeFi News

Fintoch Adopts Advanced Technology to Develop the FinSoul Metaverse Platform and Goes Live

Fintech News Desk
by Fintech News Desk0
The FinSoul platform, created by Fintoch in the United States, was officially launched on May 22, 2023 at PST (Pacific Standard Time). As Fintoch’s first metaverse platform, FinSoul is an innovative masterpiece that brings together AIGameFi, programmable NFT, and metaverse DeFi, providing users with unprecedented gaming experiences and financial services. There......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Metropolitan Commercial Bank Enters the EB-5 / E-2 Banking Sector
Banking News

Metropolitan Commercial Bank Enters the EB-5 / E-2 Banking Sector

Business Wire
by Business Wire0
Metropolitan Commercial Bank announced that it has formed the Metropolitan Commercial Bank EB-5 / E-2 International Group to deliver banking services and products for United States Citizen and Immigration Services EB-5 Immigrant Investor Program investors, developers, Regional Centers, government agencies, law firms and consulting companies that specialize in EB-5 and......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Architect Announces $5 Million Funding Round to Develop Trading Infrastructure for Global Digital Asset Markets
Digital Asset Management News

Architect Announces $5 Million Funding Round to Develop Trading Infrastructure for Global Digital Asset Markets

Fintech News Desk
by Fintech News Desk0
Architect Financial Technologies Inc. announced the closing of a $5M pre-product financing round to develop adaptable infrastructure products that enable institutions to trade across centralized and decentralized digital asset markets. Participants in the round include Circle Ventures, Coinbase Ventures, SV Angel, SALT Fund, P2P, Third Kind Venture Capital, and Motivate Venture......
Industry Leader Black Knight to Help Fuel loanDepot's Next Generation of Lending Services
Lending News

Industry Leader Black Knight to Help Fuel loanDepot’s Next Generation of Lending Services

Fintech News Desk
by Fintech News Desk0
loanDepot will begin migration to Black Knight’s cloud-based version of the Empower loan origination system (LOS) in mid-2023, with conversion expected to be complete in 2024 Black Knight, Inc. announced it will be integrated with loanDepot’s next generation of lending services as the company migrates some of its backend operations to......
Priority Technology Holdings, Inc. Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa
Commerce News

Priority Technology Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa

Fintech News Desk
by Fintech News Desk0
Priority Technology Holdings, Inc., the platform for unified commerce that delivers integrated payments and banking at scale, has expanded their value-add tool-set by partnering with Factor4 and GiftYa to provide merchants with in-demand gift cards solutions. “The Priority team is forward thinking, and they understand that fraud-proof, card-linked gifting is......
Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry's Largest Executive Search Firms
Finance News

Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry’s Largest Executive Search Firms

Fintech News Desk
by Fintech News Desk0
Angott Search Group (ASG) announced that it has entered into an operating alliance with Florida-based Park Avenue Group (PAG) to provide clients with increased executive recruiting capabilities, broader geographic reach, and added in-depth knowledge in the banking and credit union industries. The relationship combines ASG’s over 40-year tenure providing talent......
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