Search Results for: Strategic Advisory

ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities
Business News

ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities

Fintech News Desk
ISG will advise clients on strategies, business models and technology Information Services Group (ISG)a leading global technology research and advisory firm, said today it is launching a new advisory business to help clients understand the technology and business implications of Web3 and the metaverse, the next phase of the internet’s......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Flycoin Announces Strategic Partnership with BitGo
Cryptocurrency News

Flycoin Announces Strategic Partnership with BitGo

Fintech News Desk
The partnership will set a higher standard for how crypto-based rewards are safeguarded in the travel industry FlyCoin, Inc., a cryptocurrency-based travel rewards technology company, announces their partnership with BitGo, the industry’s gold standard for custody and security solutions. FlyCoin will hold a significant portion of the company’s minted cryptocurrency......
Lightbits Labs Appoints Global FinTech Innovator to Advisory Board
Finance News

Lightbits Labs Appoints Global FinTech Innovator to Advisory Board

Fintech News Desk
Dr. Yoav Intrator adds strategic leadership with extensive experience in financial services, HighTech, SaaS, and cloud technology sectors Lightbits the first software-defined and NVMe data platform for any cloud, today announced that its board of directors has named world-renowned technology innovator and visionary Dr. Yoav Intrator to its advisory board. Latest......
Houlihan Lokey Expands Its Financial and Valuation Advisory Business in India
Fintech News

Houlihan Lokey Expands Its Financial and Valuation Advisory Business in India

Fintech News Desk
Rishi Aswani Joins the Firm as a Managing Director in Mumbai Houlihan Lokey the global investment bank, announced that Rishi Aswani has joined the firm’s Financial and Valuation Advisory (FVA) business in Mumbai as a Managing Director in the Portfolio Valuation and Fund Advisory Services practice. Mr. Aswani will lead......
Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform
Investment Services News

Baird Launches Russell Investments’ PMAs on Its Advisory Platform

Fintech News Desk
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay The Baird SMA Network has added Russell Investments’ full suite of Personalized Managed Accounts (PMAs) to its advisory platform. This partnership will give Baird’s private wealth management advisors and their clients access to Russell Investments’ outcome-oriented PMAs, which......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
Crypto Oasis Strikes Strategic Partnership with KEYS Token
Blockchain News

Crypto Oasis Strikes Strategic Partnership with KEYS Token, Bolstering Market Leadership in Blockchain

Fintech News Desk
Adding Tokenization of Luxury Virtual Real Estate to Crypto Oasis’ Growing Portfolio of Disruptive and Innovative Blockchain Technology Crypto Oasis, the Middle East focused blockchain ecosystem, is thrilled to announce it has partnered with KEYS Token (KEYS), a revolutionary start-up building their own real-estate-centric metaverse and powering real-estate and luxury-asset......
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