Search Results for: administration firm

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
SEI's Collective Investment Trust Business Surpasses $200 Billion In Net Assets
Investment Services News

SEI’s Collective Investment Trust Business Surpasses $200 Billion In Net Assets

Fintech News Desk
by Fintech News Desk0
Growth Reinforces Value of SEI’s Comprehensive CIT Trustee Services and Turnkey Operational Platform SEI, a leading global provider of technology and investment solutions, announced that its collective investment trust (CIT) business has eclipsed over $200 billion in net assets as of April 1, 2022, representing a 117% increase year over year. Through SEI Trust......
Crypto Market Integrity Coalition Welcomes 13 New Signatories Including Gemini, Robinhood
Cryptocurrency Digital Asset Management News

Crypto Market Integrity Coalition Welcomes 13 New Signatories Including Gemini, Robinhood

Fintech News Desk
by Fintech News Desk0
With 30 Signatories Including Many of the World’s Largest Crypto Exchanges Joining the Pledge to Advance Fair Digital Asset Markets, Momentum for Industry-led Crypto Market Integrity Coalition Ramps Up The Crypto Market Integrity Coalition, an industry-defining pledge initiated by Solidus Labs focused on cultivating safer digital asset markets, is pleased to announce the......
Mercury Financial Demonstrates Leadership in Financial Inclusion, Surpassing $2.0 Billion of Near Prime Credit Card Balances
Cryptocurrency Digital Asset Management News

Mercury Digital Assets Partners with Enigma Securities to Provide Clients with Liquidity For OTC Cryptocurrency Trading

Fintech News Desk
by Fintech News Desk0
Mercury’s automated OTC platform solution and order and execution management system will give now give clients access to Enigma Securities’ liquidity Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider, announced they have officially partnered with Enigma Securities, a leading FCA regulated cryptocurrency liquidity provider, to provide......
US Stock Investment Platform Vested Finance Raises USD 12 Million in Series a Funding
Fintech Funding Investment Services News

US Stock Investment Platform Vested Finance Raises USD 12 Million in Series a Funding

Fintech News Desk
by Fintech News Desk0
The zero-commission investment platform helps Indian investors easily diversify their portfolio by investing in the world’s largest stock market Vested Finance, a California-headquartered online investment platform that enables Indian investors to invest in the US stock market, has raised USD 12 million in Series A funding. Ayon Capital led the......
Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey
Investment Services News

Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey

Fintech News Desk
by Fintech News Desk0
Pinnacle Investments, LLC, a 25-year-old investment firm headquartered in Syracuse, expanded their business in Morristown, New Jersey with the procurement of three reps formerly affiliated with The Variable Annuity Life Insurance Company (VALIC). Andrea Coladarci, Adam DeSimone, and Adam Gartside, now doing business as Prime Wealth Group, each left VALIC Friday after 11, 3, and 2 years......
Upgrade, Inc. Launches Upgrade Shopping to Fight Inflation
B2B Business News

upGrad KnowledgeHut Rolls Out Bootcamp for Aspiring Candidates Focusing On Careers in Data Science

Fintech News Desk
by Fintech News Desk0
The three-month, immersive learning bootcamp will enable individuals to make informed decisions around growth, optimization, and performance for profitable business impacts upGrad KnowledgeHut, Bangalore-based technology skilling provider and a part of Asia’s Higher Edtech major, upGrad, announced the launch of its first-ever Data Science Bootcamp to provide a well-rounded learning experience to aspiring......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Voya Investment Management and iCapital Form Partnership
Investment Services News

Voya Investment Management and iCapital Form Partnership

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., announced that it has partnered with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Voya IM will leverage iCapital’s customized technology, service and diligence solution for financial......
Revenues, Profits of Companies Owned by Women Decreased During 2021: Biz2Credit Women-Owned Business Study
Fintech News

Revenues, Profits of Companies Owned by Women Decreased During 2021: Biz2Credit Women-Owned Business Study

Fintech News Desk
by Fintech News Desk0
Analysis of 100,000 Firms Finds Pandemic Revenues and Profits Fell Last Year The annual Biz2Credit Women-Owned Business Study found that profits for female business-owners dropped 26% in 2021 from 2020, while average annual revenues dipped 4%. Additionally, the study found that operating expenses increased, the primary reason profits fell in......
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