Search Results for: Wealth management

Cary Street Partners Grows in Hampton Roads
Finance News

Cary Street Partners Grows in Hampton Roads

Fintech News Desk
by Fintech News Desk0
Adds to Leadership Depth with Regional Management Move Cary Street Partners is pleased to announce Ian A. Holder has joined its Virginia Beach wealth management team as a Financial Advisor, Managing Director and Branch Office Manager. Ian previously served wealth management clients at Merrill Lynch for over 14 years. He......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
DBS named 'World's Best SME Bank' by Euromoney for second time
Banking News

DBS named ‘World’s Best SME Bank’ by Euromoney for Second Time

Fintech News Desk
by Fintech News Desk0
Also clinches three first-time awards at Euromoney’s Awards for Excellence 2022 – World’s Best ‘Financial Innovation of the year’, ‘Asia’s Best Bank for Wealth Management’ and ‘Best Bank in Hong Kong‘, dethroning longstanding 21-year winner DBS has been recognised as the ‘World’s Best SME Bank’ yet again, entrenching the bank’s position as......
IDB Bank Appoints Kenneth Savio as New CEO of IDB Capital
Banking News

IDB Bank Appoints Kenneth Savio as New CEO of IDB Capital

Fintech News Desk
by Fintech News Desk0
Savio joins IDB with more than 25 years of experience in the investment banking industry IDB Bank, a New York-based private and commercial bank, announced Ken Savio as President & Chief Executive Officer (CEO) of IDB Capital, IDB Bank’s broker-dealer subsidiary. As CEO, Savio will oversee the growth of IDB Capital as......
Onramp Invest Raises $7 Million to Complete Series A Funding
Fintech Funding News

Onramp Invest Raises $7 Million to Complete Series A Funding

Fintech News Desk
by Fintech News Desk0
San Diego firm partners with JAM FINTOP and EJF Capital to continue building the digital asset ‘start button’ for financial professionals. Onramp Invest, the premier, turnkey digital asset platform for financial professionals, has completed its Series A funding round with a total of $7 million raised from lead investors JAM FINTOP and......
City National Bank Expands Commercial Banking Operations on the East Coast
Banking News

City National Bank Expands Commercial Banking Operations on the East Coast

Fintech News Desk
by Fintech News Desk0
City National Bank has grown its Commercial Banking presence on the East Coast with the addition of nearly a dozen new bankers and now offers commercial, institutional, and nonprofit banking services throughout the region with an expanded focus on upstate New York, the mid-Atlantic and Southeast. Latest Fintech News: Celsius Network......
IRALOGIX Adds $22Million in Series C Funding to Accelerate FinTech Sector Growth
Fintech News

IRALOGIX Adds $22Million in Series C Funding to Accelerate FinTech Sector Growth

Fintech News Desk
by Fintech News Desk0
The growth capital will help IRALOGIX accelerate its product roadmap and expand its groundbreaking proprietary recordkeeping and technology solutions for Institutional Retirement, IRA, 401(k), and Wealth Management companies. Latest Fintech News: Scott Stephenson Joins Buckle as Chairman of the Board IRALOGIX announced today that it raised $22M of new funding. The funding will......
Legacy Insurance and Financial Services Partners with Integrity to Elevate Agent Opportunities
InsurTech News

Legacy Insurance and Financial Services Partners with Integrity to Elevate Agent Opportunities

Fintech News Desk
by Fintech News Desk0
Legacy’s strong track record of service and support will be greatly enhanced by Integrity’s proprietary platform of systems and resources designed to help agents serve more Americans Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community
Fintech News

Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community

Fintech News Desk
by Fintech News Desk0
Acquisition further extends Softek’s services available to Broker-Dealers and RIAs Softek, a leading provider of Capital and Credit management solutions, announced it acquired Gentech (H2 FinTech) formerly part of GWM Holdings Inc. Gentech (H2 FinTech) is an innovative technology and software services firm addressing the day-to-day challenges of RIAs and Independent Broker/Dealers and the......
EbixCash World Money Launches Self Booking Corporate Tool for Foreign Exchange Services
Digital Asset Management News

EbixCash World Money Launches Self Booking Corporate Tool for Foreign Exchange Services

Fintech News Desk
by Fintech News Desk0
EbixCash Limited, a technology enabled provider of digital products and services in the B2C, B2B and financial technology arena, today announced that its Foreign Exchange Division – EbixCash World Money, has launched the Self Booking Corporate tool for business and corporates travelers, to further empower corporates with a spectrum of......
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