Search Results for: Wealth Advisory

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
AdvicePay Expands Further Into Enterprises With Salesforce Integration
Business Fintech News

AdvicePay Expands Further Into Enterprises With Salesforce Integration

Fintech News Desk
by Fintech News Desk0
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Wells Fargo Invests in Six Black-Owned Bank
Banking Business Fintech Investment Services News

Wells Fargo Invests in Six Black-Owned Bank

Fintech News Desk
by Fintech News Desk0
Wells Fargo today announced equity investments in six African American Minority Depository Institutions (MDIs) as part of its March 10, 2020, pledge to invest up to $50 million in Black-owned banks. As part of the capital investment, the banks will have access to a dedicated Wells Fargo relationship team that......
Splitit Appoints Dawn Robertson As Board Chair
Business Fintech News

Splitit Appoints Dawn Robertson As Board Chair

Fintech News Desk
by Fintech News Desk0
Nominates Two New Board Members from Retail and Investment Industries Splitit, a global installment payment provider, today announces non-executive board director, Dawn Robertson, will assume the role of non-executive Chairman of the Board. The company has also appointed two new non-executive external directors, Vanessa LeFebvre and Scott Mahoney. This comes......
Banking Capital Markets Fintech Investment Services News Risk Management

Quisitive Engages Adrian Martinez to Assist in the Development of LedgerPay’s Risk Management Program

Fintech News Desk
by Fintech News Desk0
Quisitive Technology Solutions Inc. , a premier Microsoft Solutions Provider, announced today that it has retained banking and financial technology (“fintech”) industries expert Adrian Martinez as an advisor to the development of Quisitive’s LedgerPay risk management program. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens Mr.......
MayStreet Names Manisha Kimmel Chief Policy Officer
Banking Business Fintech Investment Services News

MayStreet Names Manisha Kimmel Chief Policy Officer

Fintech News Desk
by Fintech News Desk0
Market data expert and former SEC senior policy advisor joins MayStreet to accelerate growth among key client and regulatory constituencies MayStreet, the industry’s leading market data infrastructure provider, today announced the appointment of Manisha Kimmel as Chief Policy Officer. Read More: Global Fintech Series Interview with Thomas (Tom) Aronica, Founder and CEO of......
Jakub Jurek Joins Varo Bank as Chief Data Officer
Banking Business Fintech News Risk Management

Jakub Jurek Joins Varo Bank as Chief Data Officer

Fintech News Desk
by Fintech News Desk0
Varo Bank, the first all-digital nationally chartered bank in the US, today announced that it has named Jakub Jurek as Chief Data Officer. Dr. Jurek brings over 18 years of data expertise both in academia and at a number of disruptive fintechs including Figure Technologies and Wealthfront. Under Dr. Jurek’s......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

Fintech News Desk
by Fintech News Desk0
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
PEAK6 Names Michelle Williams Executive Director of Fintech in Action
B2B Banking Business Fintech Investment Services News

PEAK6 Names Michelle Williams Executive Director of Fintech in Action

Fintech News Desk
by Fintech News Desk0
PEAK6, a financial technology business, announced today that Michelle Williams will serve as Executive Director of its Fintech in Action initiative to encourage the hiring, promotion and retention of Black employees in the fintech industry. Williams will help build new partnerships and increase awareness as Fintech in Action expands its outreach in......
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