Search Results for: Wealth Management
Aspen Institute and Mastercard Center for Inclusive Growth Convene Purpose-Driven Leaders for Global Inclusive Recovery and Rebuilding Series
Four public conversations will examine solutions to restructure and reimagine economic systems in the wake of the COVID-19 pandemic The Global Inclusive Growth Partnership (GIGP), a joint collaboration between the Aspen Institute and the Mastercard Center for Inclusive Growth, announced a series of four public conversations this fall to explore how we can......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App
M1 Finance, the Finance Super App that offers automated investing, borrowing, and banking products, announced a $45 million Series C funding round led by Left Lane Capital. This latest round of funding, which brings the company’s total to just under $100 million, comes just 120 days after a $33 million......
SAP.iO Foundry Singapore Launches FinTech and COVID-19 Recovery Acceleration Program
SAP SE (NYSE: SAP) today kicked off the SAP.iO Foundry Singapore Fall 2020 acceleration program focused on COVID-19 recovery, FinTech and spend management. The selected business-to-business startups will help SAP’s customers extend the value of their investments in SAP Concur solutions for travel and expense management. Read More: Liquidnet Launches Its New Investment Analytics Business and......
State Street and SimCorp Announce Intended Business Partnership, with Front-to-Back Investment Outsourcing Solution for EMEA Insurers
Strategic Business Partnership Demonstrates State Street and SimCorp’s Commitment to Insurance Clients in EMEA, with a Complete Front-to-Back Outsourcing Solution through the State Street State Street Corporation (NYSE: STT) and investment management solutions and service provider, SimCorp (OMXC25: SIM), today announced their intent to form a business partnership to provide a premier, fully......
Razorpay Raises $100Mn in Series D from GIC, Sequoia Capital India and Existing Investors; Gains Unicorn Status
Ribbit Capital, Tiger Global, Y Combinator and Matrix Partners join the investor army Aims to scale up RazorpayX, neobanking platform – targets 200% growth by FY’21 The company will power payments and banking for 50 Million Businesses by 2025 Witnessing a 300% growth in its business during the last six......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
Tegra118 Expands Front Office Digital Solutions Powered by Finantix
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Santander Bank Announces Key Executive Appointments
New Heads of Small Business Banking, Consumer Lending and new Chief Marketing Officer bring deep experience to accelerate the Bank’s transformation Santander Bank, N.A. announced the appointment of three key executives: Patrick Smith has been named Head of Small Business Banking, Giancarlo Marchesi has been named Head of Consumer Lending,......