Search Results for: Private Client

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Fidelity Investments® Acquires Shoobx®, Bolstering Commitment To Equity Plan Capabilities For Private Companies

Fintech News Desk
by Fintech News Desk0
Fidelity Investments® announced it is furthering its commitment to the private market with the acquisition of Shoobx®, a leading provider of automated equity management operations and financing software for private companies at all growth stages, up to and including an initial public offering (IPO). Financial terms of the acquisition are not being......
Aurachain Expands Into Private Banking Sector and Helps Sora Bank AG Reduce Loan Processing Time by up to 85%
Banking News

Aurachain Expands Into Private Banking Sector and Helps Sora Bank AG Reduce Loan Processing Time by up to 85%

Fintech News Desk
by Fintech News Desk0
Aurachain, the low-code software development platform, has successfully enabled Sora Bank in Liechtenstein to reduce processing time on loans by up to 85% through a credit application – all in a matter of weeks and with the help of Aurachain’s complimentary resources. Upon completion of a training program, the Private......
Fulton Bank Names Dara Bachman President of Fulton Private Bank
Banking News

Fulton Bank Names Dara Bachman President of Fulton Private Bank

Fintech News Desk
by Fintech News Desk0
Fulton Bank, a subsidiary of Fulton Financial Corporation, announced the promotion of Dara C. Bachman to the President of Fulton Private Bank. In this position, she will be responsible for leading a team of professionals charged with developing customized wealth management and banking solutions for high-net-worth clients. Dara joined the......
B2B Fintech News

Euroclear To Acquire Goji, A Leading Private Funds Fintech

Fintech News Desk
by Fintech News Desk0
Euroclear is pleased to announce its acquisition of Goji, a leading London-based provider of digital access and technology-enabled solutions to private markets, subject to regulatory approvals. Private market assets are currently valued at $9.8 trillion and are expected to grow to $14.4 trillion by 2025. This increasing demand is driving......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud
Banking News

Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud

Fintech News Desk
by Fintech News Desk0
Bank is using Temenos core banking and payments solutions to deliver accessible private banking for Swiss affluent Temenos, announced that Alpian SA, Switzerland’s first digital private bank, has gone live with core banking and payments services on Temenos Banking Cloud. The pioneering bank is running on Temenos Banking Cloud hosted on......
8Twelve Surpasses $100 Million in Funded Private Mortgages
Mortgage News

8Twelve Surpasses $100 Million in Funded Private Mortgages

Fintech News Desk
by Fintech News Desk0
8Twelve Financial Technologies Inc. is proud to announce that its private mortgage lending division has crossed a milestone of $100MM in funded private mortgages! A significant achievement given the company only recently celebrated its 4-year anniversary. 8Twelve’s private lending focuses on solving short-term funding problems with clear-cut exit strategies, thus increasing a......
DPS Cyber Security Crypto Recovery Firm Simplifies the Process for Its Clients of Recovering Their Digital Assets
Cryptocurrency Digital Asset Management News

DPS Cyber Security Crypto Recovery Firm Simplifies the Process for Its Clients of Recovering Their Digital Assets

Fintech News Desk
by Fintech News Desk0
DPS Cyber Security is now widely recognized as one of the best crypto investigation and recovery firms in the world. As part of its recent growth, the firm has introduced additional methods to assist customers who have either misplaced their cryptocurrency wallets or fallen victim to cybercrime. Knowing the perpetrator......
Temenos Hits Milestone of 850 Clients on Its Digital Banking Platform
Banking News

Temenos Hits Milestone of 850 Clients on Its Digital Banking Platform

Fintech News Desk
by Fintech News Desk0
Temenos Infinity offers composable digital banking solutions across customer tiers and geographies Temenos announced that it has passed 850 customers with Temenos Infinity digital banking platform, successfully delivering implementations across client tiers and multiple geographies. A raft of banks have gone live with Temenos Infinity from banks in Europe, Middle East and......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
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