Search Results for: Wealth management

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
by Fintech News Desk0
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
China Finance Online Co. Ltd. Receives Notice of Delisting from Nasdaq
Finance Fintech News

China Finance Online Co. Ltd. Receives Notice of Delisting from Nasdaq

Fintech News Desk
by Fintech News Desk0
China Finance Online Co. Limited (“China Finance Online”, or the “Company”, “we”, “us” or “our”), a leading web-based financial services company that provides Chinese individual investors with fintech-powered online access to securities trading services, wealth management products, securities investment advisory services, as well as financial database and analytics services to......
New $75M DeFi Fund Signals Big Investment in Blockchain
Blockchain Investments News

New $75M DeFi Fund Signals Big Investment in Blockchain

Fintech News Desk
by Fintech News Desk0
FN Media Group Presents Microsmallcap.com Market Commentary Decentral Park Capital, an early-stage investment firm, now with $140 million in assets under management, has launched a brand new $75 million fund to invest in DeFi initiatives. This fund aims to deploy funds to invest in decentralized exchanges, lending protocols, derivatives, structured products, oracles, staking, and middleware infrastructure.......
Creative Planning Acquires Reilly Financial Advisors
Finance Investment Services Investments News

Creative Planning Acquires Reilly Financial Advisors

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management. Latest Fintech Insights: Payments and DeFi-centric Blockchain,......
F.N.B. Corporation Declares Cash Dividend of $0.12 On Common Stock
Finance News Stock Market

F.N.B. Corporation Declares Cash Dividend of $0.12 On Common Stock

Fintech News Desk
by Fintech News Desk0
F.N.B. Corporation (NYSE: FNB) announced it declared a quarterly cash dividend of $0.12 per share on its common stock. The dividend is payable on March 15, 2022, to shareholders of record as of the close of business on March 4, 2022. Latest Fintech Insights: Payments and DeFi-centric Blockchain, Fuse Network, Announces Major Integration with Sushi F.N.B.......
MarshBerry Secures Growth Capital from Atlas Merchant Capital
Banking News

MarshBerry Secures Growth Capital from Atlas Merchant Capital

Fintech News Desk
by Fintech News Desk0
MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is pleased to announce its partnership with Atlas Merchant Capital. The new partnership will help MarshBerry accomplish its growth goals by improving and expanding services to create even better outcomes for clients. This partnership......
BlockFi Expands Retail Suite with Two New Product Offerings
Cryptocurrency News

BlockFi Expands Retail Suite with Two New Product Offerings

Fintech News Desk
by Fintech News Desk0
BlockFi Personalized Yield is a bespoke offering available to clients with at least $3 million USD in crypto assets BlockFi, a crypto financial services company, is broadening its range of retail products to include BlockFi Personalized Yield (BPY), a portfolio product with flexible solutions tailored to each client’s financial goals, and BlockFi......
Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy
Finance Investment Services News

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Fintech News Desk
by Fintech News Desk0
Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener,......
The Innovative Digital Asset Trading Exchange TXTBA Officially Set Sail Globally
Digital Asset Management News

The Innovative Digital Asset Trading Exchange TXTBA Officially Set Sail Globally

Fintech News Desk
by Fintech News Desk0
The core members of TXTBA’s technology and operations team are elite talents from early Bitcoin participants, crypto geeks and financial technology companies TXTBA is an innovative digital asset trading exchange located in the Cayman Islands, serving global users. After years of preparations and multiple rounds of internal testing, it was......
Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
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