Search Results for: advisory firm

Next-Generation Online Investing Platform Titanbay Launches to Widen Access to Private Equity
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Next-Generation Online Investing Platform Titanbay Launches to Widen Access to Private Equity

Fintech News Desk
by Fintech News Desk0
We are pleased to announce the launch of Titanbay, a next-generation online platform enabling small and medium-sized institutional and professional private investors to easily access and strategically invest in a curated selection of top-tier private equity funds. Read More: Hummingbird Raises $8.2M To Automate Financial Compliance Technology Based in London,......
Diginex Strengthens Partnership With Itiviti and Leverages Tbricks Automation Platform for Institutional Cryptocurrency Clients
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Diginex Strengthens Partnership With Itiviti and Leverages Tbricks Automation Platform for Institutional Cryptocurrency Clients

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider to financial institutions worldwide, announced Diginex, a digital asset financial services and advisory company, will implement Tbricks automated solution to provide risk, P&L and portfolio management to its institutional client base. This partnership follows on from the existing relationship that sees Diginex utilize NYFIX,......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

David Edelheit Joins UnitedLex as Chief Digital and Transformation Officer, Another Milestone in the Company’s Digital Transformation of the Legal Industry

Fintech News Desk
by Fintech News Desk0
UnitedLex announces the appointment of David Edelheit as Chief Digital and Transformation Officer. Edelheit will play a leading role in setting the vision and strategy for UnitedLex’s digital ecosystem—affecting every relevant operational, delivery, technology, and solutions aspect of the organization. Read More: GIACT Donates Identity and Account Verification Services to......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
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Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
Singlife Chooses Moody's Analytics Solutions to Help It Address IFRS 17 Requirements
Fintech Investment Services News Risk Management

RiskFirst’s PFaroe™DB Platform for Pension Risk Management Chosen by Graystone Consulting, a Business of Morgan Stanley

Fintech News Desk
by Fintech News Desk0
RiskFirst, a Moody’s Analytics company, announced that Graystone Consulting, a business of Morgan Stanley, will be using RiskFirst’s flagship PFaroeDB solution to improve its investment risk management offering for its institutional pension client base. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership “The PFaroe platform’s......
Oppenheimer & Co. Inc. Appoints Jarl Berntzen As Managing Director In The Technology Investment Banking Group
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Oppenheimer & Co. Inc. Appoints Jarl Berntzen As Managing Director In The Technology Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Oppenheimer & Co. Inc. – a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings announced that Jarl Berntzen has joined the Firm’s Global Technology Investment Banking Group as a Managing Director with a primary focus on providing strategic advisory services to companies in the vertical SaaS and......
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Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
Symetra Partners with Nassau Re/Imagine Insurtech Incubator
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Symetra Partners with Nassau Re/Imagine Insurtech Incubator

Fintech News Desk
by Fintech News Desk0
Symetra Life Insurance Company announced a partnership with the Nassau Re/Imagine insurtech incubator based in Hartford, Connecticut, that will tap the creative and developmental opportunities in the region’s deep insurance industry talent pipeline. The program currently supports 19 startups focused on solving critical problems for the life, annuity, reinsurance, and......
FICO Data: UK Consumers Struggled to Reach Lenders About Payment Problems in Pandemic
Fintech News

FICO Holds Free Virtual Financial Education Event to Help Empower Raleigh and Durham Consumers

Fintech News Desk
by Fintech News Desk0
Leading analytics software firm FICO, will host a free financial education online event for Raleigh and Durham on July 16 to provide consumers with knowledge and tools to gain better insight into their financial health. Senator Thom Tillis will be a special guest to discuss about the importance of financial education for the community. Read More: GlobalFintechSeries Interview......
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