Search Results for: Wealth management

State Bank of India chooses Intellect Wealth Qube For Its Digital Wealth Transformation
Digital Fintech News

State Bank of India Chooses Intellect Wealth Qube For Its Digital Wealth Transformation

Fintech News Desk
by Fintech News Desk0
Intellect’s Digital Wealth, the contextual and composable platform will help the bank to accelerate business expansion and improve operational efficiencies through STP Intellect Design Arena Ltd, a cloud-native, future-ready,multi-product FinTech company for the world’s leading financial and insurance clients, announced that State Bank of India, one of India’s largest public......
DriveWealth Partners with Bank of Georgia Through its Investment Banking Subsidiary Galt & Taggart to Bring Affordable Access to U.S. Equities in the Country of Georgia
News Trading

DriveWealth Partners with Bank of Georgia Through its Investment Banking Subsidiary Galt & Taggart to Bring Affordable Access to U.S. Equities in the Country of Georgia

Fintech News Desk
by Fintech News Desk0
DriveWealth’s embedded investing technology democratizes U.S. investment opportunities for Georgian population DriveWealth, LLC, a pioneer in fractional investing and embedded finance, announced a partnership with Bank of Georgia through its investment banking subsidiary Galt & Taggart. Bank of Georgia is the leading universal bank in Georgia catering to nearly 2.6 million users. DriveWealth’s real-time fractional trading technology......
Northern Redwood Federal Credit Union Shifts Compliance & Risk Management Capabilities to NatureTrak
Fintech News Risk Management

Northern Redwood Federal Credit Union Shifts Compliance & Risk Management Capabilities to NatureTrak

Fintech News Desk
by Fintech News Desk0
NatureTrak, the leading compliance and risk management solution for financial institutions serving the cannabis industry, announces its newest customer, Northern Redwood Federal Credit Union. Businesses and individuals in Humboldt County can benefit from a range of banking services provided by the credit union. Latest Fintech Insights: Wirex to Give Away $1......
Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast
Capital Markets News

Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast

Fintech News Desk
by Fintech News Desk0
Sanctuary Hires Former Director and Assistant Market Head with UBS Wealth Management Sanctuary Wealth, home to the next generation of elite advisors, welcomes Dylan Isaacs to the firm as a Regional Director. In this role, he will partner with and support Sanctuary Wealth teams on the West Coast, as well as recruit......
Hub International Enhances Commercial Insurance And Risk Management Capabilities With Acquisition Of The Assets Of Catto & Catto, Inc. And Catto & Catto Benefits Group, LLC In Texas
News Risk Management Uncategorized

Hub International Enhances Commercial Insurance And Risk Management Capabilities With Acquisition Of The Assets Of Catto & Catto, Inc. And Catto & Catto Benefits Group, LLC In Texas

Fintech News Desk
by Fintech News Desk0
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced that it has acquired the assets of Catto & Catto, Inc. and Catto & Catto Benefits Group, LLC (collectively, Catto & Catto). Terms of the transaction were not disclosed. Latest Fintech Insights: Wirex to Give Away $1......
DriveWealth Partners with Hisa Technologies to Expand Access to Investing and Financial Literacy in Kenya
Fintech Investment Services News

DriveWealth Partners with Hisa Technologies to Expand Access to Investing and Financial Literacy in Kenya

Fintech News Desk
by Fintech News Desk0
Partnership empowers the Kenyan population to invest in fractional shares of U.S. equities for the first time –DriveWealth, LLC, a pioneer in fractional investing and embedded finance, today announced a partnership with Hisa Technologies, Africa’s first wealth management platform that makes investing social. Leveraging DriveWealth’s real-time fractional trading technology, Hisa users......
Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations
Fintech News Uncategorized

Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations

Fintech News Desk
by Fintech News Desk0
Goldman Sachs Financial Cloud offering encompasses all the benefits of AWS’s public cloud, including industry-leading security, services, and proven global infrastructure coupled with 150 years of Goldman Sachs financial markets expertise Goldman Sachs (GS) announced the launch of Goldman Sachs Financial Cloud for Data with Amazon Web Services, Inc. (AWS),......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
by Fintech News Desk0
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
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