Search Results for: financial broker platform

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Zhong Yang Financial Group Limited Announces Closing of $25,000,000 Initial Public Offering
Finance News

Zhong Yang Financial Group Limited Announces Closing of $25,000,000 Initial Public Offering

Fintech News Desk
by Fintech News Desk0
 Zhong Yang Financial Group Limited a fast-growing online brokerage firm located in Hong Kong specializing in the trading of local and foreign equities, futures, options products and other financial services, today announced the closing of its initial public offering (the “Offering”) of 5,000,000 ordinary shares (the “Ordinary Shares”) at a......
CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel
Finance News

CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel

Fintech News Desk
by Fintech News Desk0
CommunityAmerica CUSO One, LLC and Copper Financial announced that Amy Rush has joined the organization as General Counsel. Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER CONNEXIONS “Copper Financial has experienced immense growth in working with credit unions and helping members on the path to financial peace of mind,” said Mike......
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
FundFront Launches Alternative Investment Platform to Simplify Access
Fintech Investment Services News

FundFront Launches Alternative Investment Platform to Simplify Access

Fintech News Desk
by Fintech News Desk0
The platform offers financial advisors and their investors a carefully selected menu of alternative investment strategies that can be accessed directly from bank and brokerage accounts FundFront, a London based FinTech company, announces the launch of its alternative investment platform. Founding partners, Amin Naj, Arman Salavitabar and Dr. Aric Whitewood come from leading financial institutions including......
Miami-Based Startup Dorado Is Pioneering a New Crypto-Native IRA Platform
Cryptocurrency Digital Asset Management News

Miami-Based Startup Dorado Is Pioneering a New Crypto-Native IRA Platform

Fintech News Desk
by Fintech News Desk0
Miami-based startup Dorado is launching the first crypto-native IRA software platform of its kind that will offer yield on digital assets within retirement accounts. The company will provide a retirement platform where customers can open an IRA and self-trade or stake the cryptocurrency of their choice. Dorado is collaborating with......
DeFi Platform Giddy Partners With Plaid for Easier Account Funding
DeFi News

DeFi Platform Giddy Partners With Plaid for Easier Account Funding

Fintech News Desk
by Fintech News Desk0
Giddy’s Plaid integration gives users a simple, streamlined on and off ramp between crypto and fiat Crypto staking app Giddy has partnered with fintech leader Plaid, a data network that powers the tools millions of people rely on to live healthier financial lives. Giddy’s integration with Plaid will make it easier for......
FFL Payment Gateways That Support Both WooCommerce and GunBroker Set to Simplify FFL Payments, According to Blue Payment Agency
Commerce Digital Payments News

FFL Payment Gateways That Support Both WooCommerce and GunBroker Set to Simplify FFL Payments, According to Blue Payment Agency

Fintech News Desk
by Fintech News Desk0
Blue Payment Agency of Windham, Maine, a second-amendment-focused payment gateway provider, has just announced a simplified credit card payment acceptance process for multiplatform FFLs. FFL dealers that sell online using both the popular auction site GunBroker and the WordPress shopping cart WooCommerce can now benefit from a streamlined application, approval, setup, integration, and reporting process.......
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