Search Results for: Wealth Management industry

Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments
Capital Markets Fintech News

Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments

Fintech News Desk
by Fintech News Desk0
Francisco Partners (FP) announced the closing of approximately $10 billion in capital commitments across three funds: Francisco Partners VI, L.P., a $7.45 billion equity fund, Francisco Partners Agility II, L.P., a $1.5 billion equity fund, and FP Credit Partners, L.P., a $750 million opportunistic credit fund. Each fund was substantially......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
by Fintech News Desk0
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Capital Markets Fintech Fintech Funding News

SEI Launches the SEI American Funds Strategies for Independent Advisors

Fintech News Desk
by Fintech News Desk0
New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility......
Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line
Fintech Mobile Banking News

Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line

Fintech News Desk
by Fintech News Desk0
Paysign, a vertically integrated provider of innovative prepaid card programs, digital banking, and processing services for the corporate, consumer, and government applications, today announced three leadership appointments. Each appointee will be focused on enhancing Paysign’s Patient Affordability capabilities and will have a reporting relationship to Alberto Negron, Executive Vice President......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Appoints Margaret Franco as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Finastra has appointed Margaret Franco as Chief Marketing Officer. Joining from Dell Technologies, she is based at Finastra’s London headquarters and takes responsibility for leadership of the global marketing organization, including corporate communications, brand, digital, solutions and field, and partner marketing. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Margaret......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers
Fintech News Robotic Process Automation

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers

Fintech News Desk
by Fintech News Desk0
Industry research firm T3 Sixty analyzed data on more than 30,000 real estate agents over a two year period In a newly released study from T3 Sixty, one of the industry’s leading management consultancy and research companies, data reveals that real estate firms who provided the Adwerx Listing Ad Automation Platform to......
Genesis Launches Derivatives Trading Desk
Currency Exchange Fintech News Trading

Genesis Launches Derivatives Trading Desk

Fintech News Desk
by Fintech News Desk0
Genesis, an industry pioneer and leader in digital currency trading and lending, announced it has launched a derivatives trading desk. The new offering, which follows last week’s announcement that Genesis is launching a prime brokerage service called Genesis Prime, expands the company’s suite of digital asset trading, institutional lending, custody,......
Banking Featured Fintech Fintech Startups

Embracing Disruptions in Financial Services this 2020 and Beyond

Paroma Sen
by Paroma Sen0
Fintech has been disrupting the overall structure and competitive environment within the finance sector and related markets over the last few years, in a big way. With the worldwide spread of the Covid-19 pandemic, businesses have had to change how they function; regulatory frameworks and newer innovations and demand for......
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