Search Results for: Wealth management

Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus
Banking Digital Fintech News

Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus

Fintech News Desk
by Fintech News Desk0
Combined effort further supports financial institutions with best-in-breed digital banking products and services Marstone, Inc., a leading digital wealth technology firm, today announced it is partnering with banking technology solutions provider Nymbus. The collaboration brings together Marstone’s relentless focus of promoting financial health and literacy with Nymbus’ mission of accelerating growth......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Fifth Third Bank Selects FIS for Core Banking and Wealth Management Platforms
Banking Fintech Mobile Banking News

Fifth Third Bank Selects FIS for Core Banking and Wealth Management Platforms

Fintech News Desk
by Fintech News Desk0
Key facts Fifth Third Bank is expanding its relationship with FIS as part of its digital transformation to continue to meaningfully leverage technology. Agreement includes FIS Modern Banking Platform and FIS Unity Wealth Platform Cincinnati, Ohio-based Fifth Third Bank has selected financial technology leader FIS® to replace its legacy deposit and......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Dakota Wealth Management to Acquire Persimmon Capital Management
Investments News

Dakota Wealth Management to Acquire Persimmon Capital Management

Fintech News Desk
by Fintech News Desk0
Strategic acquisition expands footprint into the Philadelphia area Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA. With the addition of Persimmon, Dakota Wealth Management now......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
by Fintech News Desk0
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving
Fintech News

Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving

Fintech News Desk
by Fintech News Desk0
Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator GiveClear US to Provide DAF Sponsorship to The TIFIN Group Amicus.io, the fintech company on a mission to create a more generous world, today announced fintech platform, The TIFIN Group (TIFIN) as a client. TIFIN will have access to the......
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