Search Results for: asset and wealth management

Equity Data Science Integrates FinX Capital Markets Investment Data to Enhance Multi-Asset Class Analytics Capabilities
Analytics News

Equity Data Science Integrates FinX Capital Markets Investment Data to Enhance Multi-Asset Class Analytics Capabilities

Fintech News Desk
by Fintech News Desk0
Partnership boosts industry-leading solution into fixed income and broader markets Equity Data Science, Inc., an investment process management (IPM) software provider that delivers insights and productivity tools to hedge funds and asset managers, announced it has integrated FinX Capital Markets’ global multi-asset reference data into the company’s award-winning IPM solutions.......
B2B News Trading

Huobi And Dominica To Issue National Token DMC, Initiating The New Era Of Digital Identity

Fintech News Desk
by Fintech News Desk0
On November 29, Huobi announced on its partnership with the Commonwealth of Dominica, TRON, and DMC Labs. The three platforms were endorsed by the Dominica government to issue Dominica’s national token, Dominica Coin (DMC), and Digital Identity (DID). DMC holders will be granted digital citizenship of Dominica. This is the......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
Regions Bank Launches Multi-Assets Solutions Group
Banking News

Regions Bank Launches Multi-Assets Solutions Group

Fintech News Desk
by Fintech News Desk0
United team further differentiates Regions’ investment professionals through macroeconomic and market research, investment strategy, and more Regions Bank on Monday announced the launch of its Multi-Assets Solutions Group, the result of combining the bank’s Investment Research Group with the research team from Regions subsidiary Highland Associates. Communication. Collaboration. Results. This latest development in @RegionsBank’s......
Cryptocurrency Digital Asset Management News

Plug And Play To Launch Crypto And Digital Assets Innovation Platform With Visa, AllianceBlock, The INX Digital Company, IGT, And Franklin Templeton

Fintech News Desk
by Fintech News Desk0
Global innovation platform, Plug and Play, together with founding partners Visa, AllianceBlock, The INX Digital Company, IGT, and Franklin Templeton, has announced the launch of their new Crypto and Digital Assets program in Silicon Valley. The program aims to connect international startups with the founding partners to pilot the startups’ technologies and drive the future of Crypto and Digital......
Vista Credit Partners Expands Direct Lending Business with New Appointment
Investment Services Lending News

Vista Credit Partners Expands Direct Lending Business with New Appointment

Fintech News Desk
by Fintech News Desk0
Greg Galligan joins as Senior Managing Director, Vista Credit Partners Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, announced the appointment of Greg Galligan as Senior Managing Director at Vista Credit Partners. Mr. Galligan will be responsible for managing the direct......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Factoring.io Launches Invoice and Accounts Receivable Factoring Company for Small Businesses
Finance News

Factoring.io Launches Invoice and Accounts Receivable Factoring Company for Small Businesses

Fintech News Desk
by Fintech News Desk0
Small business factoring company launches new website and factor financing service for U.S.-based companies Factoring.io announced the launch of its invoice and accounts receivable factoring company and the unveiling of the company’s new website. This new venture will provide small businesses with the financing they need to grow and fill the invoice financing......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
PeoplesBank Donates Landmark Building to Glen Rock Borough
Banking News

PeoplesBank Donates Landmark Building to Glen Rock Borough

Fintech News Desk
by Fintech News Desk0
PeoplesBank, A Codorus Valley Company, a subsidiary of Codorus Valley Bancorp, Inc., is donating its PeoplesBank Building (1 Manchester Street, Glen Rock, PA) to the Borough of Glen Rock Pennsylvania. PeoplesBank, A Codorus Valley Company, was originally founded as “the First National Bank of Glen Rock, Penna” in 1864. It......
1