Search Results for: Wealth management

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
Finance News

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Fintech News Desk
by Fintech News Desk0
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity SEI announced enhanced unified managed household (UMH) capabilities within the SEI Wealth Platform (SWP) through a strategic partnership with LifeYield, a leading API-based Software-as-a-Service provider. The new service provides wealth managers in the U.K. and private banks and trust companies in......
Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners
Finance Investment Services News

Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners

Fintech News Desk
by Fintech News Desk0
Firm sought partner to invest in and amplify growth trajectory Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced the acquisition of WealthPartners located in Ridgeland, Mississippi. “Our firm has reached an inflection point in growth, and a relationship with Bluespring Wealth Partners was the......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Icertis Secures $150 Million to Accelerate Leadership in Contract Lifecycle Management
Artificial Intelligence Fintech Funding News

Icertis Secures $150 Million to Accelerate Leadership in Contract Lifecycle Management

Fintech News Desk
by Fintech News Desk0
Icertis, the contract intelligence company that pushes the boundaries of what’s possible with Contract Lifecycle Management (CLM), announced it has secured $150 million in funding comprised of a revolving credit facility and convertible financing from Silicon Valley Bank. The funds will enable Icertis to further extend the company’s leadership position in the burgeoning......
Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities
Fintech Investments News

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities

Fintech News Desk
by Fintech News Desk0
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital, the global fintech platform driving access to alternative investments for the wealth management......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
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UK’s Most Exclusive Wealth Tech, Privat 3 Money, Launches Bespoke Mobile Trading Platform To Hnw Clients

Fintech News Desk
by Fintech News Desk0
The UK’s newest and most exclusive wealth tech, Privat 3 Money, has launched a bespoke mobile trading platform, becoming only the second digital financial institution in the UK, after Revolut, to offer this facility to eligible clients. Launching this month, the platform gives P3 eligible clients the opportunity not only to......
Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
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Rockefeller Capital Management Welcomes Mooney Stanley

Fintech News Desk
by Fintech News Desk0
Rockefeller Capital Management today welcomes the Mooney Stanley Group, a respected Ohio-based financial advisory team with more than 70 years of wealth management experience, to its Rockefeller Global Family Office. The addition expands the firm’s presence in the Midwest; the group will report to Brett Thelander, Midwest Divisional Director. “We’re......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
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