Search Results for: financial investments

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
by Business Wire0
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Vesey Ventures Launches $78 Million Debut Fund to Help Startups Break into Financial Industry & Accelerate Growth
Fintech News

Vesey Ventures Launches $78 Million Debut Fund to Help Startups Break into Financial Industry & Accelerate Growth

PR Newswire
by PR Newswire0
Former AMEX Ventures Managing Directors launch debut fund to identify and access game-changing business development opportunities for early-stage fintech companies Vesey Ventures, an early stage venture firm that invests in companies transforming financial services, announced the close of its debut fund totalling $78 million. Vesey Ventures was founded by three......
15 Ways How AI Is Reshaping The Banking And Financial Sector
Analytics Artificial Intelligence Banking Featured Finance

15 Ways How AI Is Reshaping The Banking And Financial Sector

Pooja Choudhary
by Pooja Choudhary0
In the near future, AI will exert the power of data analytics within the financial domain which will make transactions safer by reducing fraud and increasing compliance. In contrast to traditional approaches that take so long, AI algorithms can complete anti-money trafficking jobs quickly. According to a study by Accenture,......
New Technological Advancements In The Financial Services Industry
Artificial Intelligence Featured Finance Technology

New Technological Advancements In The Financial Services Industry

Pooja Choudhary
by Pooja Choudhary0
In this article, we shall be discussing new tech advancements in the financial sector domain. Five startups in AI domain have been taken as an example to illustrate the tech know-how with their USP highlighted. Below is one on one description along with the author’s screenshot of the same highlighting......
SureX Launches One-Stop Platform for DeFi Investments and Money Management
DeFi News

SureX Launches One-Stop Platform for DeFi Investments and Money Management

Business Wire
by Business Wire0
SureX Exchange is on a mission to provide greater access to the dividends of decentralized finance (DeFi). To achieve this, the SureX team has launched a simple and easy-to-use one-stop platform for making DeFi investments and managing money. With a US MSB license, SureX Derivatives Exchange is the world’s leading and......
Arcesium Launches Aquata, an Advanced Data Platform Purpose-Built for the Investments Industry
Fintech Investment Services News

Arcesium Launches Aquata, an Advanced Data Platform Purpose-Built for the Investments Industry

PR Newswire
by PR Newswire0
Financial Services Firms Can Swiftly Integrate and Validate Data and Run Powerful Analytics and Reporting for Deeper Insights Arcesium, a leading global financial technology firm, announced the launch of Aquata, a powerful out-of-the-box data platform. Aquata is engineered to empower various client types, including institutional asset managers, private markets investors,......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Banking Digital Fintech News Technology

70% of European Banks And Fintechs Will Invest In Financial Technology Over The Next 18 Months Despite The Downturn

Fintech Staff Writer
by Fintech Staff Writer0
The multi-award-winning fintech PR and marketing firm CCgroup released the results of its study on “How to influence fintech buyers,” which was based on a poll of significant banks and fintechs in five European markets. According to the study, 70% of European financial institutions anticipate raising their financial technology investments......
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