Search Results for: Wealth management

US Stock Investment Platform Vested Finance Raises USD 12 Million in Series a Funding
Fintech Funding Investment Services News

US Stock Investment Platform Vested Finance Raises USD 12 Million in Series a Funding

Fintech News Desk
by Fintech News Desk0
The zero-commission investment platform helps Indian investors easily diversify their portfolio by investing in the world’s largest stock market Vested Finance, a California-headquartered online investment platform that enables Indian investors to invest in the US stock market, has raised USD 12 million in Series A funding. Ayon Capital led the......
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......
Zaggle Partners With Tata Capital’s Moneyfy Platform to Offer Investment Products to Its 4.5+ Million Users
Fintech Investment Services News

Zaggle Partners With Tata Capital’s Moneyfy Platform to Offer Investment Products to Its 4.5+ Million Users

Fintech News Desk
by Fintech News Desk0
The partnership earmarks Zaggle’s foray into offering investment products Zaggle, a profitable SaaS FinTech company and a pioneer in digitizing business spends, partners with Tata Capital’s digital wealth management platform – Moneyfy. This will greatly benefit Zaggle users, who can now get easy access to a plethora of investment options......
FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements
Compliance management News

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Fintech News Desk
by Fintech News Desk0
The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s secure document Vault with PureFacts’ financial data capabilities to improve compliance and streamline back-office administrative functions FutureVault Inc., an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for the wealth management and financial services industry, and......
Eagle Financial Services, Inc. Completes $30.0 Million Subordinated Notes Offering
Fintech News

Eagle Financial Services, Inc. Completes $30.0 Million Subordinated Notes Offering

Fintech News Desk
by Fintech News Desk0
Eagle Financial Services, Inc. (the “Company”), the holding company for Bank of Clarke County (the “Bank”), announced the completion of a private placement offering of 4.50% Fixed-to-Floating Rate Subordinated Notes due 2032 (the “Notes”), in the aggregate principal amount of $30.0 million, to certain qualified institutional buyers and accredited institutional investors.  The......
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
by Fintech News Desk0
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited
Banking News

Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited

Fintech News Desk
by Fintech News Desk0
Transaction Marks Eighth Announced Sale by Citi in Asia Pacific Region Since Announcing Strategy Refresh Citi announced that it has reached an agreement with Axis Bank Limited (Axis) for the sale of Citi’s consumer businesses in India. Axis was selected by Citi following an extensive and competitive auction process. The......
Close Brothers Asset Finance and Leasing Taps OpenText for Customer-Oriented Digital Transformation
Cloud News

Close Brothers Asset Finance and Leasing Taps OpenText for Digital Transformation

Fintech News Desk
by Fintech News Desk0
OpenText Content Services and Digital Experience cloud solutions support bank with advanced information management and regulatory compliance innovation OpenText announced it is providing Close Brothers Asset Finance and Leasing, a leading UK asset funder, with strategic content and customer communications management to support their Transformation initiative. The solutions will be delivered and......
Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
ApeX Protocol Announces Its Initial NFT Offering Plan
Cryptocurrency News

Apex Crypto Secures New York BitLicense

Fintech News Desk
by Fintech News Desk0
Apex Fintech Solutions Inc., the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that the New York State Department of Financial Services has approved its subsidiary, Apex Crypto LLC’s (“Apex Crypto”), application for its virtual currency license, also known as the “BitLicense.” Customers of Apex......
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