Search Results for: asset and wealth management

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel
Investment Services News

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

Fintech News Desk
by Fintech News Desk0
Alts Demand Continues to Rise Amid Challenging Market CAIS, the leading alternative investment platform, announced that Reverence Capital Partners, a global investment firm focused on private equity and structured credit, will onboard select alternative investment strategies to the CAIS platform as it seeks to expand and diversify their shareholder base......
B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics
Cryptocurrency News

FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics

Fintech News Desk
by Fintech News Desk0
Financial Professionals Enabled to Actively Monitor and Comprehensively Analyze Cryptocurrency Intelligence across FactSet’s Enterprise Solutions FactSet, a global financial digital platform and enterprise solutions provider, announced its collaboration with Coin Metrics to integrate the company’s leading digital assets data across FactSet’s solutions. The integration of the crypto asset class empowers......
PNC Expands Its Environmental Finance Pledge to $30 Billion
Banking Finance News

PNC Expands Its Environmental Finance Pledge to $30 Billion

Fintech News Desk
by Fintech News Desk0
Focused on green buildings, renewable energy and clean transportation, commitment deepens the bank’s support of clients transitioning to a low-carbon economy The PNC Financial Services Group, Inc. announced the expansion of its environmental finance commitment to $30 billion. The bank initially announced in August 2021 a commitment of $20 billion over five years in......
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......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
B2B Digital Payments News Technology

Passport Technology Names Diallo Gordon As Chief Marketing And Product Officer

Fintech Staff Writer
by Fintech Staff Writer0
Passport Technology Inc., which is famous as the fastest-growing solution provider of digital payment technology to the global gaming industry, has appointed Diallo Gordon as Chief Marketing and Product Officer. Gordon takes on his expanded role immediately and reports to Passport’s CEO Cleve Tzung. Gordon brings Passport a proven track......
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
Banking Investment Services News

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

Fintech News Desk
by Fintech News Desk0
InCap Group served as exclusive financial advisor to RiverStone Wealth Management InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented RiverStone Wealth Management in its sale to Carnegie Investment Counsel. Established in 2008, RiverStone Wealth Management is an......
GoLogiq and GammaRey Sign Definitive Share Exchange Agreement for $320 Million Merger of the Two Fintech Companies
Fintech News

GoLogiq and GammaRey Sign Definitive Share Exchange Agreement for $320 Million Merger of the Two Fintech Companies

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with GammaRey, Inc., a privately-held fintech ecosystem for the New World Digital Economy. Under the now definitive terms of the proposed agreement announced in December, GammaRey has merged with GoLogiq as a wholly......
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