Search Results for: Wealth Advisory

Tokens.com Subsidiary, Metaverse Group, Announces Expansion of Services
Blockchain News

Tokens.com Subsidiary, Metaverse Group, Announces Expansion of Services

Fintech News Desk
by Fintech News Desk0
Tokens.com Corp., a publicly-traded company that invests in Web3 crypto assets and businesses linked to the Metaverse and NFTs, is pleased to share that its subsidiary, Metaverse Group has launched a new advisory services practice called Metaverse Advisors. “As a result of strong client demand, we have expanded the list of......
SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina
Banking Business News

SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina

Fintech News Desk
by Fintech News Desk0
SouthState Bank has hired nine bankers to continue to expand its Commercial, Business and Private Banking teams across Florida, Alabama, Georgia and South Carolina. “According to most recent Census data, Florida had the largest net migration gains in the country, with steady in-migration expected to continue in years to come. We continue to see significant demand for......
Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements
Compliance management News

Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firm using InvestorCOM to digitize the assessment of reasonably available alternative product recommendations and best interest rollover recommendations InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that Davenport & Company LLC, a leading wealth management and financial advisory firm, is using InvestorCOM’s compliance technology......
Cigniti Wins a $10 Million+ ACV Deal From a US-based Financial Institution to Assure Its Digital Transformation
Digital Finance News

Cigniti Wins a $10 Million+ ACV Deal From a US-based Financial Institution to Assure Its Digital Transformation

Fintech News Desk
by Fintech News Desk0
One of the largest deals Cigniti has won, which has a high potential to grow in the coming years Cigniti Technologies has signed a $ 10Mn+ worth ACV deal with one of the largest and oldest Financial Services and Investment firm in the USA to assure and accelerate its digital......
Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth
Banking Finance News

Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth

Fintech News Desk
by Fintech News Desk0
“SVB” to represent the company’s full offering: Silicon Valley Bank, SVB Capital, SVB Private, and SVB Securities SVB Financial Group (SVB), the financial partner of the innovation economy, announced a rebrand of its four primary businesses — Silicon Valley Bank, SVB Capital, SVB Private and SVB Securities — under the......
Cryplistic's Founder, Known as DMT, Is Working to Build a Strong Crypto Marketing Firm
Cryptocurrency News

Cryplistic’s Founder, Known as DMT, Is Working to Build a Strong Crypto Marketing Firm

Fintech News Desk
by Fintech News Desk0
Cryplistic is a marketing agency working for the betterment of the crypto space and its projects. Its founder and CEO, Shadman Shakib, has been steadily building a robust community with his realistic approach to creating an idealistic digital environment. He is Known online as DMT, he recognizes himself as among the crypto enthusiasts......
Calabrese Consulting Acquires Albeck Financial Services
Finance Fintech News

Calabrese Consulting Acquires Albeck Financial Services

Fintech News Desk
by Fintech News Desk0
Two Industry-Leading, Women Owned Businesses Combine to Create a Full-Service Accounting and Advisory Firm Calabrese Consulting, an international Special Purpose Acquisition Company (SPAC) advisory firm, announced that it has acquired Albeck Financial Services, a Houston-based provider of SEC financial reporting and advisory services for small- and mid-cap public companies. Terms......
Deserve Launches Commercial Credit Card Platform That Empowers Banks and B2B Companies
B2B Fintech News

Deserve Launches Commercial Credit Card Platform That Empowers Banks and B2B Companies

Fintech News Desk
by Fintech News Desk0
Now banks and B2B companies can issue fully digital commercial cards that can help their customers better manage cash flow and expenses, while earning rewards on their spend Deserve, a fintech company transforming credit cards into software that lives on mobile and in the cloud, announced it is revolutionizing the......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
by Fintech News Desk0
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
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