Search Results for: asset and wealth management

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance News

OneVest Raises $17 Million and Launches Wealth-as-a-Service Platform

Business Wire
by Business Wire0
OneVest enables banks, wealth managers, asset managers, and other financial institutions to deploy digital capabilities across the enterprise Wealth-as-a-Service platform, OneVest, announced CAD$17M in Series A funding as it aims to dramatically improve the wealth management experience for both financial institutions and their customers. The round, which is led by......
Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors
Digital Asset Management News

Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors

PR Newswire
by PR Newswire0
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the......
First Ever Digital Asset-Denominated Life Insurance Provider, Meanwhile, Launches with $19M Funding from OpenAI CEO Sam Altman and Google-Backed Gradient Ventures
Cryptocurrency InsurTech News

First Ever Digital Asset-Denominated Life Insurance Provider, Meanwhile, Launches with $19M Funding from OpenAI CEO Sam Altman and Google-Backed Gradient Ventures

Business Wire
by Business Wire0
Licensed and regulated by Bermuda Monetary Authority, Meanwhile’s fully BTC-denominated insurance products leverage the power of artificial intelligence (AI) to offer groundbreakingly efficient solutions and bring BTC to life Meanwhile, the first and only life insurer entirely denominated in a cryptocurrency, has announced ~$19 million in financing across two seed......
Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform
Banking News

Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform

PR Newswire
by PR Newswire0
Fintech partnership empowers financial institutions to level up small business financial wellness Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., and upSWOT, a leading fintech platform that connects business applications for integrated data analysis and insight, have expanded their partnership by making upSWOT’s......
Finance Leaders Prioritize Sustainable Growth to Offset Inflation and Economic Uncertainty
Finance News

Finance Leaders Prioritize Sustainable Growth to Offset Inflation and Economic Uncertainty

PR Newswire
by PR Newswire0
Finance departments look to automation to support growth strategies and mitigate inflationary costs Tipalti, the leading global payables automation solution, reveals fresh insights into the strategies of global finance leaders in high-growth businesses amidst the current economic climate, with almost 8 in 10 (78%) believing sustainable growth is now more......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
IrisGuard and NassWallet Partner in Iraq to Help Unhcr Provide Eyepay Service Through Mobile Money Transfer for Refugees in Need
Digital Wallet News

IrisGuard and NassWallet Partner in Iraq to Help UNHCR Provide EyePay Service Through Mobile Money Transfer for Refugees in Need

PR Newswire
by PR Newswire0
Iris-enabled digital payment services expand in Iraq by integrating with NassWallet for secure and convenient usage by refugees IrisGuard and NassWallet announced a new partnership with the integration and deployment of the award-winning IrisGuard EyePay iris enabled smartphone, EyeCloud platform with NassWallet’s mobile wallet service. The integration will enable a regular verified disbursement......
J.P. Morgan Private Bank Introduces South and Midwest Regions
Banking News

J.P. Morgan Private Bank Introduces South and Midwest Regions

PR Newswire
by PR Newswire0
Accelerating business and advisor growth prompts addition of new leadership J.P. Morgan Private Bank announced the addition of the South and Midwest Regions to increase the business’s dedicated regional leadership, encourage talent mobility, and position the Private Bank for significant continued growth. The two new divisions are part of the......
Fintoch Adopts Advanced Technology to Develop the FinSoul Metaverse Platform and Goes Live
Blockchain DeFi News

Fintoch Adopts Advanced Technology to Develop the FinSoul Metaverse Platform and Goes Live

Fintech News Desk
by Fintech News Desk0
The FinSoul platform, created by Fintoch in the United States, was officially launched on May 22, 2023 at PST (Pacific Standard Time). As Fintoch’s first metaverse platform, FinSoul is an innovative masterpiece that brings together AIGameFi, programmable NFT, and metaverse DeFi, providing users with unprecedented gaming experiences and financial services. There......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
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