Search Results for: asset and wealth management

InvestCloud Appoints Balthazar to Lead Singapore Expansion
Fintech News

InvestCloud Appoints Balthazar to Lead Singapore Expansion

Fintech News Desk
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. Read More: Analyticom......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
Coronavirus Pandemic: How Deutsche Bank Is Able to Be Part of the Solution in India
Featured Fintech Fintech Radar

7 Effects of Covid-19 on the Chinese Fintech Market

Paroma Sen
Believed to have originated in the Chinese province of Wuhan toward the end of 2019, COVID-19 was officially identified and named on February 11, 2020, by the World Health Organization. As of March 6, the coronavirus has spread to over 80 countries around the globe, including the UK and the......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Future FinTech Announces Shanchun Huang as New CEO
Blockchain Investment Services News

Future FinTech Announces Shanchun Huang as New CEO

Fintech News Desk
Future FinTech Group Inc., a company that engages in blockchain based e-commerce, announced that its board of directors appointed Mr. Shanchun Huang (also known as Shawn Shanchun Huang) as the Company’s Chief Executive Officer and a director of the Board, effective March 4, 2020. Mr. Yongke Xue resigned as the Chief Executive Officer of the Company......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Huobi Launches Its Own Blockchain In Public Beta
Blockchain Fintech News

Huobi Launches Its Own Blockchain In Public Beta

Fintech News Desk
Huobi Group announced the public testnet launch of Huobi Chain, an open-source public blockchain designed for providing a global, blockchain-based, digital asset financial infrastructure. The high-performance decentralized finance (DeFi) chain is now live for beta testing. Created in partnership with technical development partner Nervos, Huobi Chain provides a regulator-friendly blockchain framework......
EVO Payments Appoints Mark A. Chancy to Board of Directors
Business Fintech News

EVO Payments Appoints Mark A. Chancy to Board of Directors

Fintech News Desk
EVO Payments, Inc., a leading global provider of payment technology integrations and acquiring solutions, announced that Mark A. Chancy has been appointed to EVO’s Board of Directors effective March 1, 2020. Mr. Chancy brings over 30 years of extensive financial services experience to EVO’s Board of Directors.  Mr. Chancy most......
FinTech Startup TheGuarantors Announces New Chief Operating Officer
Fintech Fintech Startups News

FinTech Startup TheGuarantors Announces New Chief Operating Officer

Fintech News Desk
A New York-based FinTech company, TheGuarantors, has announced the hiring of Sean O’Donoghue as Chief Operating Officer. Since its founding in 2015, TheGuarantors has been a leader in finding innovative ways to solve for risk in leasing, using its expertise in real estate, risk, and technology. This recent addition to the leadership team......
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