Search Results for: Wealth Management industry
Apex Clearing Migrates to Coordinated Product Launch Cycles
Release 20a Includes New Developer Portal and Upgrades to Multiple APIs, Adopting Best Practices Utilized by the Technology Industry Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of the Apex 20a (March 2020) Platform, the first implementation of its newly established......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
Resolute Capital Partners Announces Investment in PLUM® Lending through its Technology Fund
Investors in Financial Services-, Healthcare- and Regulatory-Focused Technology Companies Resolute Capital Partners (“RCP”), announced today the company has joined Elliott Management, a hedge fund manager, and Soft Bank, a high-tech funding firm, by investing alongside them in PLUM® Lending (“PLUM”). Earlier this month, RCP completed a $2 million equity investment in PLUM......
Addepar Announces $40 Million in New Financing
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
Crypto Briefing Announces Partnership Integrating Company’s SIMETRI Digital Asset Ratings on CoinMarketCap
Crypto Briefing, an independent cryptocurrency research and news platform, announces a partnership integrating Crypto Briefing’s SIMETRI digital asset ratings on CoinMarketCap. “Crypto Briefing has systematically reported on and evaluated hundreds of digital assets. Our connections and expertise allow us to provide valuable recommendations to investors” SIMETRI — Crypto Briefing’s institutional-grade......
7 Effects of Covid-19 on the Chinese Fintech Market
Believed to have originated in the Chinese province of Wuhan toward the end of 2019, COVID-19 was officially identified and named on February 11, 2020, by the World Health Organization. As of March 6, the coronavirus has spread to over 80 countries around the globe, including the UK and the......
Lyle Weintraub, CFP Joins Bleakley Financial
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
Future FinTech Announces Shanchun Huang as New CEO
Future FinTech Group Inc., a company that engages in blockchain based e-commerce, announced that its board of directors appointed Mr. Shanchun Huang (also known as Shawn Shanchun Huang) as the Company’s Chief Executive Officer and a director of the Board, effective March 4, 2020. Mr. Yongke Xue resigned as the Chief Executive Officer of the Company......
Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer Finix
Penny Pritzker, former U.S. Secretary of Commerce, Founding Partner of Inspired Capital, and Founder and Chairman of PSP Partners, has invested additional capital into fast-growing payments infrastructure provider, Finix, and has joined the company’s board of directors. Finix, a leader in embedded payments infrastructure, announced today that Penny Pritzker, former......