Search Results for: asset and wealth management

OKX Wallet Launches Cryptopedia, a Web3 Learn-to-Earn and Airdrop Platform; Partners with Radiant and Marinade
Lending News

OKX Wallet Launches Cryptopedia, a Web3 Learn-to-Earn and Airdrop Platform; Partners with Radiant and Marinade

GlobeNewswire
by GlobeNewswire0
OKX Wallet is proud to announce the launch of Cryptopedia, a Web3 learn-to-earn and airdrop platform. With this new addition, users can perform tasks on-chain to learn about and earn NFTs, as well as unlock the potential to earn additional airdrops. Cryptopedia aims to make it easier for users to identify......
GOBankingRates Offers Unique Opportunity for Regional Banks To Grow and Diversify Deposit Accounts
Banking News

GOBankingRates Offers Unique Opportunity for Regional Banks To Grow and Diversify Deposit Accounts

PR Newswire
by PR Newswire0
In this current banking landscape, customers are looking for new institutions they can trust – GOBankingRates can serve as the bridge that connects you to them Regional and community banks across the US are currently facing a number of challenges. Following the recent bank failures, these institutions are concerned about......
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......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Origence and Zest AI Introduce Zest Auto, the AI-Automated Underwriting Technology for Credit Unions
Lending News

Origence and Zest AI Introduce Zest Auto, the AI-Automated Underwriting Technology for Credit Unions

GlobeNewswire
by GlobeNewswire0
New offering expands the companies’ partnership and commitment to bring next-generation lending technology to credit unions Origence, the nation’s leading credit union lending technology provider, and Zest AI, the leader in automating underwriting with more accurate and inclusive lending insights, have announced the launch of Zest Auto, the AI-automated underwriting model......
Luxoft and Finastra Extend Partnership to Deliver Turnkey Managed Services to Banks in EMEA
Cloud Finance News

Luxoft and Finastra Extend Partnership to Deliver Turnkey Managed Services to Banks in EMEA

Business Wire
by Business Wire0
Partnership provides Finastra’s Kondor customers with access to cloud-based services for increased agility and lower total cost of ownership Finastra, a global provider of financial software applications and marketplaces, announced a new managed services partnership agreement with Luxoft, a DXC Technology company, to support Finastra’s Kondor customers in the Europe, Middle East and Africa (EMEA) region with their cloud......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
by Business Wire0
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Investment Services News

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

Business Wire
by Business Wire0
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM). Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
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