Search Results for: asset and wealth management

AffiniPay Expands Executive Team with Ana Villegas as Chief Marketing Officer
Fintech News

AffiniPay Expands Executive Team with Ana Villegas as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Global marketing veteran joins Austin-based fintech following MyCase acquisition AffiniPay, a leading SaaS for professionals, announced that Ana Villegas will join the company’s executive suite as chief marketing officer, effective immediately. Following the news of AffiniPay’s acquisition of legal practice management software company, MyCase, Villegas will lead marketing and help drive growth for AffiniPay’s......
Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort
Investment Services News

Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort

Fintech News Desk
by Fintech News Desk0
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has secured a $140 million credit facility to support the next phase of the partnership’s development and fuel its future growth. The facility was led by Apogem Capital LLC, with support from Manulife Investment Management, and Cynosure Investment Partners, LLC. “This event speaks......
InsurTech News Technology

Ping An Committed To Developing Financial Services And Technology To Improve Financial Inclusion, Sustainability And Integration In Greater Bay Area

Fintech News Desk
by Fintech News Desk0
At Hong Kong FinTech Week, Jessica Tan, Co-CEO of Ping An Insurance (Group) Company of China, Ltd. (HKEx:2318; SSE:601318), reiterated the Group’s commitment to growing its operations within the Greater Bay Area (GBA). Speaking at a moderated panel with Nicolas Aguzin, Chief Executive Officer of Hong Kong Exchanges and Clearing, Ms. Tan outlined......
Eastern Bank and Eastern Insurance Group LLC Welcome The Forsyth Institute As A New Customer
Banking InsurTech News

Eastern Bank and Eastern Insurance Group Welcome The Forsyth Institute As A New Customer

Fintech News Desk
by Fintech News Desk0
Eastern’s Commercial Banking Team Provides Financing and Cash Management Solutions To Support Growth Eastern Bank and Eastern Insurance Group LLC, a wholly owned subsidiary of Eastern Bank, are pleased to announce The Forsyth Institute (Forsyth) as a new commercial banking and insurance customer. Founded in 1910 as a pediatric dental hospital serving......
OpenFin Accelerates Growth and Expands to Government Sector
Digital Finance News

OpenFin Accelerates Growth and Expands to Government Sector

Fintech News Desk
by Fintech News Desk0
OpenFin, the operating system (OS) of enterprise productivity, announced record growth for the first half of 2022 on the strength of its new Workspace offering. In addition to significant wins within the finance space and a $10M investment from ING Ventures, OpenFin expanded its footprint to the government sector through a......
Bitwise Expands To Active Strategies; Announces Hiring of Industry-Leading Alternatives Team
Cryptocurrency News

Bitwise Expands To Active Strategies; Announces Hiring of Industry-Leading Alternatives Team

Fintech News Desk
by Fintech News Desk0
The world’s largest crypto index fund manager will introduce multi-strategy absolute return strategies designed specifically for institutional clients. New team led by Jeffrey Park, CFA, formerly with Corbin Capital, Harvard Management Company, and Morgan Stanley; supported by specialists previously with Northern Trust and Millennium Management Bitwise Asset Management, the world’s......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Bitcoin.com Officially Expands Access to DeFi with Public Sale of Ecosystem Utility Token VERSE
Cryptocurrency Digital Asset Management News

Bitcoin.com Officially Expands Access to DeFi with Public Sale of Ecosystem Utility Token VERSE

Fintech News Desk
by Fintech News Desk0
Whitelisted individuals for the sale will be able to purchase VERSE tokens using BTC, BCH, ETH and USDT/USDC Bitcoin.com, a digital ecosystem and secure self-custody platform where users can safely and easily interact with cryptocurrencies and digital assets, has announced that the public sale of the VERSE utility token is......
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......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
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