Search Results for: Wealth Management industry

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Yieldstreet Prism Fund is Open to Non-Accredited Investors
Business Fintech News

Yieldstreet Launches New Private Business Credit Vertical

Fintech News Desk
by Fintech News Desk0
Expands the range of innovative capital deployment to new markets Yieldstreet, the digital wealth management platform, announced continued growth today with the launch of a new asset class vertical, Private Business Credit. The new vertical becomes Yieldstreet’s fifth asset class, along with its Real Estate, Legal, Marine, and Art verticals. Read......
Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board
Fintech News

Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board

Fintech News Desk
by Fintech News Desk0
Liquefy is pleased to announce the appointment of Jerome Chung to its Advisory Board. Jerome brings a wealth of knowledge and expertise from real estate, asset management and finance. He is passionate about nurturing and supporting the growth of the next generation of industry leaders. Having gained significant traction over......
iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform
Fintech Investment Services News

iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform

Fintech News Desk
by Fintech News Desk0
 iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has entered into an agreement to acquire the alternative investments feeder fund platform from Wells Fargo’s Global Alternative Investments (GAI) division. As a part of the transaction,......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Fintech News

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Capital Markets Fintech Investment Services News

Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
by Fintech News Desk0
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM
Fintech Investment Services News Risk Management

AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, continues to expand its client base, with the addition of a number of MiFID II clients. The recent wins include a tier one Asian sovereign wealth fund, as well as a leading ETF provider focused on fixed income solutions for......
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