Search Results for: Wealth Management

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Finance News

Nuula adds Wealth Management to its list of financial products

Fintech News Desk
by Fintech News Desk0
Nuula, a fintech company focused on providing small businesses with the tools and the capital they need to succeed, announced that it is partnering with OneVest to launch an integrated Wealth Management feature within the Nuula app designed to serve the needs of entrepreneurs. Latest Fintech News: Tech Data Launches B2B eCommerce......
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Banking News

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Fintech News Desk
by Fintech News Desk0
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
HCL Technologies to Acquire Digital Banking and Wealth Management Specialist Confinale
Banking News

HCL Technologies to Acquire Digital Banking and Wealth Management Specialist Confinale

Fintech News Desk
by Fintech News Desk0
HCL Technologies UK Limited, a wholly owned subsidiary of HCL Technologies (HCL), a leading global technology company, has signed a definitive agreement for the acquisition of Confinale AG, a Switzerland-based digital banking and wealth management consulting specialist and Avaloq Premium Implementation Partner. Through this strategic acquisition, HCL will increase its......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance Fintech News

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced that it has secured $5M in venture financing to expand the team, grow sales and drive product development. “Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel.”......
Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments
Finance Investments News

Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments

Fintech News Desk
by Fintech News Desk0
AMCAP Group has a globally synchronized intelligent financial management service mechanism AMCAP, a well-known wealth management institution, has made frequent new moves. Recently, it once again announced to the market the introduction of intelligent loss reduction and gain scheme, which gained wide attention. China’s wealth management market has become the......
Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
Finance News

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

Fintech News Desk
by Fintech News Desk0
At Fiat Wealth Management, they work every day to help clients achieve their financial goals and create a roadmap to success. And for many people, that begins with developing an effective budget. Budgeting is one of the most important ways to gain financial freedom and live the life you truly desire.......
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