Search Results for: asset and wealth management

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......
OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors
Finance News

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors

Business Wire
by Business Wire0
OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced the successful acquisition of TruClarity Wealth Advisors, a renowned registered investment adviser (RIA) managing over $690 million in Assets Under Management (AUM). This strategic move bolsters OneSeven’s diverse advisor base and brings a highly talented group......
Qraft Technologies Launches AI-Pilot U.S. Large Cap Dynamic Beta and Income ETF
Artificial Intelligence News Risk Management

Qraft Technologies Launches AI-Pilot U.S. Large Cap Dynamic Beta and Income ETF

Business Wire
by Business Wire0
The new ETF leverages the firm’s proprietary risk model to assess market drawdown risk, seeking to deliver an optimized AI driven equity allocation for investors Qraft Technologies, a leading invest-tech company developing artificial intelligence investing solutions backed by SoftBank, announces the launch of its newest ETF, the QRAFT AI-Pilot U.S.......
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services
Finance News

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services

Business Wire
by Business Wire0
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Red River Credit Union (RRCU), a premier financial institution with more than $1.3 billion in assets, to......
CIT Northbridge Credit Refinances and Upsizes $45 Million Credit Facility with Tubular Synergy
Fintech News

CIT Northbridge Credit Refinances and Upsizes $45 Million Credit Facility with Tubular Synergy

PR Newswire
by PR Newswire0
First Citizens Bank announced that CIT Northbridge Credit, as advised by CIT Asset Management LLC, has provided $45 million to refinance and upsize a secured credit facility for Tubular Synergy Group LP, a privately held sales, marketing and supply chain services distributor. Founded in 2008 and headquartered in Dallas, Texas, Tubular Synergy Group......
PYOR Raises $4 Million to Accelerate Global Institutional Participation in Digital Assets
Digital Asset Management News

PYOR Raises $4 Million to Accelerate Global Institutional Participation in Digital Assets

PR Newswire
by PR Newswire0
The funding round was led by crypto asset venture firm Castle Island Ventures PYOR (Power Your Own Research), a pioneer in enabling high-fidelity data and insights for the digital assets industry, announced $4 million USD of funding in its seed round. The raise was led by Castle Island Ventures, with further investment......
American Bank & Trust Selects Marstone’s Digital Wealth Management Services
Banking News

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Business Wire
by Business Wire0
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service......
PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly
debt collection Finance News

PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly

PR Newswire
by PR Newswire0
Holistic Platform Developed to Help Employees Plan, Fund, Repay, Save on Education PNC Bank, N.A. announced an expansion of its financial wellness offerings for clients through the introduction of PNC Student Debt Solution, powered by Candidly, a student debt and savings optimization platform. PNC Student Debt Solution offers client company......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
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