Search Results for: Wealth Advisory

Seeds Partners With JUST Capital to Deliver Deeper Portfolio Impact Insights to Advisors and Investors
Finance Fintech News

Seeds Partners With JUST Capital to Deliver Deeper Portfolio Impact Insights to Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Partnership will enable Seeds to offer relevant metrics for advisors to improve prospecting and deepen client engagement Seeds, a financial technology firm that empowers financial advisors to offer clients a more intentional, purposeful, and personalized investing experience, has partnered with JUST Capital to deliver engaging impact insights to advisors and the clients......
Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services
Business Fintech News

Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services

Fintech News Desk
by Fintech News Desk0
Diligend, a leading investment management software provider that brings the power of technology to institutional investors and consultants, today announced it has added Deloitte Consulting as a client. Deloitte will use Diligend’s solution to digitize and streamline their processes, which include Operational Due Diligence (ODD) on investment managers and service......
Alpian, Switzerland’s First Digital Private Bank, Has Appointed Belinda Bencic and Géraldine Fasnacht as Honorary Chief Inspiration Officers
Banking Digital Fintech Investment Services News Risk Management

Alpian Hires Victor Cianni As Head Of Investments To Shape Customer Offering

Fintech News Desk
by Fintech News Desk0
Digital financial service company, Alpian SA (“Alpian”), has today announced the appointment of Victor Cianni as Head of Investments. In this new role, Cianni will lead on the disruptor’s wealth advisory offering, along with discretionary management products for private bank clients. Inspired by the executive team’s vision of bringing a......
BlackRock-Completes-Acquisition-of-Aperio
Business Fintech News

BlackRock Completes Acquisition of Aperio

Fintech News Desk
by Fintech News Desk0
BlackRock, Inc. has completed the acquisition of Aperio, a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs), from Golden Gate Capital and Aperio employees. The combination expands the breadth of BlackRock’s personalization capabilities via tax-managed strategies across factors, broad market indexing, and investor ESG preferences. Read More:  Tuvalu......
Former Intuit and Ally Bank leaders Merline Saintil and Barbara A. Yastine join Alkami Board of Directors
Fintech Mobile Banking News

Former Intuit and Ally Bank leaders Merline Saintil and Barbara A. Yastine join Alkami Board of Directors

Fintech News Desk
by Fintech News Desk0
Alkami Technology, Inc. (“Alkami”), a leading cloud-based digital banking solutions provider for U.S.-based financial institutions (FIs), announced Merline Saintil and Barbara A. Yastine joined its distinguished Board of Directors effective October 21, 2020, further extending the board’s industry experience, leadership and diversity. Read More: Introducing Varo Advance: Instant Cash Access up to $100 Merline Saintil currently......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking
Banking Blockchain Fintech Investment Services News

Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking

Fintech News Desk
by Fintech News Desk0
Thomas Amstutz, will be appointed as BVV Asia-Pacific Chairman to capture the emerging fintech and blockchain opportunities between Switzerland and Singapore. Blockchain Valley Ventures (BVV), the Swiss-based venture capital firm and corporate finance advisor, announced today the appointment of Thomas Amstutz as the Asia-Pacific Chairman to bolster its private wealth......
Amber Group Integrates Lukka Insights to Enhance Data Infrastructure and Strengthen Market Intelligence
Digital Asset Management Fintech News

Amber Group Integrates Lukka Insights to Enhance Data Infrastructure and Strengthen Market Intelligence

PR Newswire
by PR Newswire0
Amber Group, a leading global digital asset company,  announced a strategic partnership with Lukka, a premier provider of comprehensive data solutions for the crypto asset industry. Through this partnership, Amber Group has integrated Lukka Insights into its data infrastructure, providing clients with more precise and actionable intelligence across a diverse range......
Fintech Platform for the Underserved Middle Class Surfin Raises US$12.5 Million from Insignia Ventures Partners, as it Sustainably Uplifts 60 Million lives across 3 Continents
Fintech News Technology

Fintech Platform for the Underserved Middle Class Surfin Raises US$12.5 Million from Insignia Ventures Partners, as it Sustainably Uplifts 60 Million lives across 3 Continents

PR Newswire
by PR Newswire0
Surfin, a financial technology platform dedicated to serving the underserved middle class, has raised $12.5 million from Insignia Ventures Partners. This funding round comes as Surfin announces its service to 60 million individuals across eight countries on three continents, with approximately $2.7 billion in cumulative transactions. Founded in 2017 and headquartered in Singapore, Surfin......
FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
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