Search Results for: Wealth Management industry

White Star Capital Announces the First Close of its $30M Digital Asset Fund
Banking Blockchain Business Fintech Fintech Funding News

White Star Capital Announces the First Close of its $30M Digital Asset Fund

Fintech News Desk
New fund investing in early-stage startups in the blockchain and digital asset ecosystem White Star Capital, a global multi-stage technology venture capital investment platform, today announced the first close of its new $30M Digital Asset Fund. The new fund will invest in crypto-networks and blockchain-enabled businesses at each layer of the tech......
Fintech News

CB Insights Announces Call for Participants In its First Future of Fintech Global Innovation Challenge

Fintech News Desk
This global hackathon will bring together players in the fintech ecosystem as institutions present challenges and teams work to solve these challenges — Galileo Financial Technologies, Citi, Nasdaq, and Jack Henry & Associates are among the early organizations participating CB Insights, which enables the world’s leading companies to make smarter......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Business Fintech News

NEC Acquires a Leading Swiss Financial Software Company, Avaloq

Fintech News Desk
NEC Corporation (TSE: 6701) today announced the acquisition of Avaloq Group AG (Avaloq), a leading Swiss financial software company. The acquisition of Avaloq will provide NEC with digital finance software and domain knowledge as it enters into the field globally and strengthens its business in the digital government field. The......
Morgan Stanley Closes Acquisition of E*TRADE
Fintech News

Morgan Stanley Closes Acquisition of E*TRADE

Fintech News Desk
Morgan Stanley announced that it has completed the acquisition of E*TRADE Financial Corporation (E*TRADE) in an all-stock transaction. E*TRADE common stockholders are entitled to receive 1.0432 Morgan Stanley common shares for each E*TRADE common share. Read More: As the Pandemic Accelerates Adoption of Contactless Payments, The Landscape for Payments Stakeholders......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

IntegriDATA Introduces Dependent Payment Automation with New Wire Chain Feature

Fintech News Desk
Wire Chains for IntegriDATA CashWire automates complex wire dependencies for hedge funds and private equity IntegriDATA, a FinTech software vendor, today introduced Wire Chains, a revolutionary new feature that expedites dependent wire processing for its CashWire Payment System (“CashWire”). Wire Chains allows investment managers to quickly create a series of......
Priceless Planet Coalition Expands, Unites Businesses and Consumers Worldwide to Preserve the Environment
Business Fintech News

Mastercard Donate Offers Consumers More Ways to Give Back

Fintech News Desk
New roundup feature and mobile app will allow for giving through everyday purchases Builds on company’s longstanding commitment to supporting causes and delivering impact at scale This unprecedented year has accelerated charitable giving by double-digit percentages1. With consumer spending increasingly moving online, Mastercard is today announcing the expansion of its digital......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
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