Search Results for: Wealth management

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Investment Services News

CI Global Asset Management Advances Technology Toolkit with CapIntel

Fintech News Desk
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial......
BXH Appointed New Head of Risk Management and Security
News Risk Management Security

BXH Appointed New Head of Risk Management and Security

Fintech News Desk
BXH was launched in April 2021 with the entrée of the China market Mr. Edward Ng with 30 plus years of fintech and security experience has been appointed as the Head of Risk Management and Security for BXH (Boy X Highspeed) in Dubai. “With the re-launch of the BXH Defi-Cefi......
Wealthy Investors Picking NFTs to Diversify and Grow their Investment Mix in 2022
Digital Digital Asset Management Featured Recommended

Wealthy Investors Picking NFTs to Diversify and Grow their Investment Mix in 2022

Sudipto Ghosh
Investment mix of 2022 would look very different from what it used to, in 2015. In the last 6- years, wealthy investors have been driving the digital products and services industries with their exceptional appetite and competitiveness compared to laggards. Since the arrival of digital currencies and crypto assets, investors are......
Rewire Partners With Paysafe to Drive Financial Inclusion for Migrants Through Cash Management
Digital Payments Finance News

Rewire Partners With Paysafe to Drive Financial Inclusion for Migrants Through Cash Management

Fintech News Desk
Leveraging Paysafe’s eCash solution Paysafecash, Rewire is set to provide financial services to cash-reliant migrant communities across 17 European countries Rewire, a cross-border financial services platform tailored to the unique needs of migrant workers from developing countries in Asia and Africa, has partnered with leading specialised payments platform, Paysafe  to enable......
Ex-Fed Risk Specialist Michael Shing joins XREX as Director of Risk Management
Fintech News Risk Management

Ex-Fed Risk Specialist Michael Shing Joins XREX as Director of Risk Management

Fintech News Desk
Blockchain neo fintech company XREX Inc. announced that Michael Shing onboards as its Director of Risk Management. Shing spent more than a decade with the Federal Reserve branches in San Francisco and New York, first as an analyst then a senior risk specialist. Prior to his time with the Fed, Shing held......
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets
Fintech News

Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Fintech News Desk
Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts Financial technology company Pontera, formerly known as FeeX, announced that it had entered into an integration agreement with Morningstar, Inc. to enable financial advisors who use the company’s Morningstar Officesm software product to household......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
DriveWealth Hires Former Google, PayPal Executives to Help Democratize Global Investing
Commerce Fintech News

DriveWealth Hires Former Google, PayPal Executives to Help Democratize Global Investing

Fintech News Desk
Strategic new hires will help global fintech pioneer drive its mission of expanding access to investing worldwide DriveWealth, LLC, a pioneer in fractional investing and embedded finance, announced the appointment of Gayathri Rajan as Chief Product Officer (CPO), and Harshal Deo as Chief Technology Officer (CTO). Rajan and Deo will......
Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution
Finance News

Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution

Fintech News Desk
Rollout will occur over the next year as Commonwealth continues to enhance the tools used to support its more than 2,000 affiliated advisors Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network, a national firm dedicated to......
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