Search Results for: Wealth management

Sphere 3D Corp. Begins Strategic Review of Debt Financing Options
Cryptocurrency debt collection News

Sphere 3D Corp. Begins Strategic Review of Debt Financing Options

Fintech News Desk
by Fintech News Desk0
Sphere 3D and its advisors will review options to finance the growth of the Company and enhance shareholder value Sphere 3D Corp., dedicated to becoming the leading carbon-neutral bitcoin mining company operating at an industrial scale, announced that it will explore debt financing options to raise incremental capital to fund......
Foreside Acquires Cipperman Compliance Services
News Risk Management

Foreside Acquires Cipperman Compliance Services

Fintech News Desk
by Fintech News Desk0
Foreside continues to strengthen its outsourced CCO capabilities and complements its distribution solutions with latest acquisition Foreside Financial Group, LLC, a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset management industry, announced its acquisition of Cipperman Compliance Services (CCS), a......
SKY Technology and D'CENT Wallet Developer Sign Marketing MOU
Cryptocurrency News

SKY Technology and D’CENT Wallet Developer Sign Marketing MOU

Fintech News Desk
by Fintech News Desk0
SKY Technology Co., LTD and IoTrust, the developer of the D’CENT cryptocurrency wallet, announced the signing of a MOU to cooperate on marketing for SKY Play, a major new NFT business platform launched by SKY Technology. SKY Technology, which recently created a Singapore-based corporation, is poised to issue its own cryptocurrency......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

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

Fintech Staff Writer
by Fintech Staff Writer0
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......
GLP Financial Group Streamlines Operations with the Docupace Platform
Fintech News

GLP Financial Group Streamlines Operations with the Docupace Platform

Fintech News Desk
by Fintech News Desk0
Growing wealth manager to digitize new account opening and much more Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces that GLP Financial Group has selected the Docupace Platform to serve as the backbone of the company’s back office operations. The Farmington, Michigan-based wealth management provider......
Infinity Financial Joins Alternative Investment Exchange Platform
Investment Services News

Infinity Financial Joins Alternative Investment Exchange Platform

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, and intuitive. Gone are the days of completing paper documents by hand......
Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
by Fintech News Desk0
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
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