Search Results for: digital investment platform

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
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S3 Partners Offers Market Leading Financial Data on Snowflake Platform

Fintech News Desk
by Fintech News Desk0
S3 Partners, a leading fintech innovator and data analytics firm, announced that it is now offering its market leading data and analytics solutions on the Snowflake Data Marketplace.  This new offering is part of the firm’s ongoing initiative to reach its clients everywhere they work and will provide access to......
MeetAmi-Launches-Canada's-First-Ever-Digital-Asset-Management-Platform-With-AmiPRO
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MeetAmi Launches Canada’s First-Ever Digital Asset Management Platform With AmiPRO

Fintech News Desk
by Fintech News Desk0
MeetAmi Innovations Inc. (“MeetAmi”) announces the launch of AmiPRO, the first Digital Asset investing platform in Canada that takes investment firms and advisors from learning to liquidity. AmiPRO is a purpose-built technology solution for IIROC dealer members, exempt market dealers, private wealth advisors, portfolio managers, and family offices who want......
RightCapital and Allianz Life Announce Partnership
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RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Alpian Selects Temenos SaaS to Launch Pioneering New Digital Bank and Take Swiss Private Banking Experience to the Mass Affluent
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Alpian Selects Temenos SaaS to Launch Pioneering New Digital Bank and Take Swiss Private Banking Experience to the Mass Affluent

Fintech News Desk
by Fintech News Desk0
Temenos, the banking software company, announced that Alpian SA (“Alpian”) has selected Temenos Transact, core banking and Temenos Payments delivered as SaaS to power pioneering digital private banking and wealth management services in Switzerland. Temenos SaaS technology will enable Alpian to rapidly launch its new bank and deliver innovative banking......
Axia-Investments-Launches-New-Trading-Platform-Designed-for-GCC-Countries
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Axia Investments Launches New Trading Platform Designed for GCC Countries

Fintech News Desk
by Fintech News Desk0
Leading brokerage firm Axia Investments has announced the launch of a new trading platform, specially designed to suit the needs of traders in the Gulf Coast countries. Among other features exclusive to users of Axia Investments’ platforms, traders from the GCC can capitalize on the upcoming trends across a variety of local......
CNote-Raises-_3-Million-to-Scale-Technology-Enabled-Investment-Into-America's-Most-Underserved-Communities
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CNote Raises $3 Million to Scale Technology-Enabled Investment Into America’s Most Underserved Communities

Fintech News Desk
by Fintech News Desk0
CNote, a women-founded and led financial technology platform that makes it easy to invest in economic inclusion, has closed a $3 million dollar oversubscribed private funding round to extend its reach in the fast-growing socially responsible investing space. The funding round was led by ManchesterStory, with additional investments from Artemis Fund, SixThirty Ventures, H/L Ventures, Clearstone Capital, and Lateral......
BNL Goes Live with Tink Account Aggregation Software
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Tink Closes €85 Million Investment Round Extension to Further Fuel Expansion

Fintech News Desk
by Fintech News Desk0
Tink announces it has closed the year with a completed €85 million investment round extension, following its €90 million investment round in January. This brings the total invested in Tink during 2020 to €175 million. This funding top up will fuel Tink’s continued expansion and support the further development of......
Thoma Bravo Announces Strategic Growth Investment in Venafi
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Thoma Bravo Announces Strategic Growth Investment in Venafi

Fintech News Desk
by Fintech News Desk0
Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sector, announced a strategic growth investment in Venafi, the inventor and leading provider of machine identity management, valuing the company at $1.15 billion. Thoma Bravo’s investment is expected to accelerate Venafi’s technology innovation to capitalize......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
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Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
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