Search Results for: asset and wealth management

Alkami Research Identifies Consumer Financial Trends and Opportunities for Financial Institutions in State of the Industry Report
Banking News

Alkami Research Identifies Consumer Financial Trends and Opportunities for Financial Institutions in State of the Industry Report

PR Newswire
by PR Newswire0
Report identifies areas of opportunity for Regional and Community Financial Institutions (RCFIs) to differentiate against competing megabanks and neobanks Alkami Technology, Inc, a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., released The 2023 Alkami Data Telemetry Report: State of the Industry, Emerging Financial Institution......
METARIVER Granted Digital Asset License in the Bahamas
Digital Asset Management News

METARIVER Granted Digital Asset License in the Bahamas

PR Newswire
by PR Newswire0
Metariver is revolutionizing institutional investments METARIVER is proud to announce they have received their Digital Assets and Registered Exchanges Act “DARE” license, as well as its Financial and Corporate Service Providers Act “FCSP” license from the Securities Commission of The Bahamas. METARIVER is a digital asset services company for institutional investors,......
Informa's Zephyr Announces Strategic Partnership and Integration with FutureVault
Compliance management News

Informa’s Zephyr Announces Strategic Partnership and Integration with FutureVault

PR Newswire
by PR Newswire0
Powerful digital vault technology enables an optimized workflow experience and a well-designed compliance program for investment professionals Zephyr, a subsidiary of Informa plc, and a recognized leader in financial services software for investment professionals via their Zephyr investment management platform has entered into a strategic partnership with FutureVault, an industry leading provider......
Broadridge and Linedata Announce Integration with Linedata Longview OMS to enhance Trade Matching
Finance Fintech News

Broadridge and Linedata Announce Integration with Linedata Longview OMS to Enhance Trade Matching

PR Newswire
by PR Newswire0
Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX To better automate the middle and back-office functions around trade matching, global Fintech leader, Broadridge Financial Solutions, Inc., announced an expansion of its partnership with Linedata, a global provider of asset management and credit technology data and services. Through this expanded......
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......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
FinTech RADAR: 105 U.S. Fintech Unicorns And Their Core Offerings
Featured Fintech Fintech Primers Fintech Radar Fintech Startups

FinTech RADAR: 105 U.S. Fintech Unicorns And Their Core Offerings

Pooja Choudhary
by Pooja Choudhary0
With 105 Fintech unicorns, the United States of America has established itself as a leader on the global platform in this sector. In order to give my readers a comprehensive understanding of the fundamental offerings of the top 15 U.S. fintech companies amongst 105 unicorns listed below in this blog.......
External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd
Fintech News

External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd

Fintech News Desk
by Fintech News Desk0
CYFIRMA, a leading external threat landscape management co, with this Pre-Series B round, has raised USD 18 million to-date. Funds raised to be used for product innovation, global market expansion and brand building. To help customers navigate the increasingly complex threat landscape, CYFIRMA has redefined threat intelligence beyond static data......
Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook
Cryptocurrency News

Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook

Business Wire
by Business Wire0
Bitwise’s strategies on Eaglebrook’s separately managed account platform provide investors with professional management, direct crypto ownership, and advisor oversight of client holdings Bitwise Asset Management, one of the world’s leading crypto asset managers, announced the launch of three new separately managed account (SMA) strategies available through the Eaglebrook platform. The......
Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management
Banking News

Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management

PR Newswire
by PR Newswire0
Touchstone Bankshares, and its wholly-owned subsidiary Touchstone Bank, announced it has partnered with Appomattox Wealth Management (“Appomattox“)* to provide access to brokerage business including financial advisory services for its existing clients. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac......
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