Search Results for: Private Client

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
Kyro Digital and Veritone Partner to Launch New Blockchain Marketplaces for Enterprise Clients
Blockchain News

Kyro Digital and Veritone Partner to Launch New Blockchain Marketplaces for Enterprise Clients

Fintech News Desk
by Fintech News Desk0
Kyro announces the first full–stack polygon development platform and series of projects launching on polygon blockchain Kyro Digital, a platform for Web3 Builders, announced a new collaboration with Veritone, Inc., creator of aiWARE, a hyper-expansive enterprise AI platform. The partnership will make a fast, easy and secure experience for Veritone......
CampusDoor and Sparrow Drive Digital Transformation In Private Student Lending
Finance News

CampusDoor and Sparrow Drive Digital Transformation In Private Student Lending

Fintech News Desk
by Fintech News Desk0
Exclusive Joint Venture Enables Banks and Credit Unions to Attract and Retain Generation Z Borrowers CampusDoor, one of the nation’s largest third-party, private student loan origination platforms, announced an exclusive joint venture with Sparrow to expand banks’ and credit unions’ competitive advantage in capturing and retaining Generation Z borrowers. “This exciting......
Netcapital Establishes Referral Program with JD Merit Securities
B2B Investments News

Netcapital Founding Client Vantem Global Now Backed by Bill Gates’ Energy Fund

Fintech News Desk
by Fintech News Desk0
Netcapital Inc. (Nasdaq: NCPL, NCPLW) (the “Company”), a digital private capital markets ecosystem,  announced that Vantem Global, a startup that was among the first clients of Netcapital Advisors and completed a round of financing through Netcapital Funding Portal, is now backed by Bill Gates’ energy fund Breakthrough Energy Ventures. “It is always......
News Technology

BPM Launches Data Analytics Service Aimed At Delivering Clients Actionable Insights

Fintech News Desk
by Fintech News Desk0
BPM LLP, one of the 40 largest public accounting and advisory firms in the country, announces the formal launch of its Data Analytics service, headed by Partner Sven P. Jost. The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and......
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
by Fintech News Desk0
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
Byline Bank Partners with Tassat Group To Provide Private Blockchain-Based, Real-Time Solutions to Commercial Customers
B2B Blockchain News

Byline Bank Partners with Tassat Group To Provide Private Blockchain-Based, Real-Time Solutions to Commercial Customers

Fintech News Desk
by Fintech News Desk0
Tassat Group , the leading provider of private blockchain-based, business-to-business (B2B) real-time payments and financial services solutions to banks, announced that Chicago-based Byline Bank has signed with Tassat for TassatPay, the most trusted blockchain-based platform for U.S. banks. With TassatPay, Byline Bank’s B2B customers will have access to instantaneous real-time......
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
Hackless Pioneers B2B & B2C Security Tool for DeFi, Saving Nearly $500,000 for Clients
Blockchain DeFi News

Hackless Pioneers B2B & B2C Security Tool for DeFi, Saving Nearly $500,000 for Clients

Fintech News Desk
by Fintech News Desk0
DeFi protection solution, Hackless, is pioneering a new security tool which has so far saved funds worth just under $500,000 from hacked addresses ETHLisbon Hackathon winners Hackless has designed a comprehensive security platform which aims to protect the decentralized finance (DeFi) world from targeted exploits, as well as safely migrate......
Santander Bank Teams Up with Rocket Mortgage to Provide Clients with Digitally Driven Home Loan Experience
Banking Mortgage News

Santander Bank Teams Up with Rocket Mortgage to Provide Clients with Digitally Driven Home Loan Experience

Fintech News Desk
by Fintech News Desk0
The bank’s nearly 2 million clients will receive home loan discounts from the country’s largest mortgage lender Rocket Mortgage, America’s largest mortgage lender and a part of Rocket Companies and Santander Bank, N.A. (“Santander Bank,” “Santander” or “the Bank”), one of the country’s leading retail and commercial banks, today announced Rocket Mortgage......
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