Search Results for: institutional investors

Business Fintech News

Wilmington Trust Announces New DocuSign Interface Capabilities on its eVault Platform

Fintech News Desk
Wilmington Trust, a leader in corporate and institutional trust services, announces it has integrated DocuSign to enable the automated transfer of authoritative copy documents into the Wilmington Trust eVault platform – a single sign-on, electronic program that maintains the integrity of e-signed documents. Read More: Informa Financial Intelligence Banking Division Named Financial......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Blockchain Fintech News

Omphalos Raises 2 Million to Build an Elastic DeFi Protocol

Fintech News Desk
Omphalos, a famous blockchain technology company that plans on building an elastic digital asset protocol for the global decentralized financial system has just raised over $2 million in seed and private sale backed by Altar Fund, Quan Capital, RedMars and ChainStrategy. Omphalos received an overwhelming interest in the seed round......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Banking Business Fintech Investment Services News

UBS and Banco do Brasil Launch UBS BB Investment Bank and Unveil the Firm’s Leadership Team

Fintech News Desk
UBS and Banco do Brasil announced the name of their strategic partnership in South America, UBS BB Investment Bank (“UBS BB”), as well as its executive leadership team and brand identity. Positioned to become the leading investment bank in the region, UBS BB will provide clients with access to M&A and advisory......
Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance
Cryptocurrency Fintech Investment Services News

Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance

Fintech News Desk
CryptoWeighter, LLC announced today that it has merged its cryptocurrency portfolio building software with its contest framework to create a live-testing platform for investors and portfolio managers. During the contest, portfolios are ranked, and respective performance results are generated. Here is a live cryptocurrency portfolio contest in progress: Live-Testing Portfolio Contest......
J.P. Morgan Asset Management Partners with SAP to Enhance Morgan Money Liquidity Platform
Fintech News Risk Management

J.P. Morgan Asset Management Partners with SAP to Enhance Morgan Money Liquidity Platform

Fintech News Desk
J.P. Morgan Asset Management announced a new partnership with SAP Software Solution Partner Program. Leveraging SAP’s Cloud Platform, the firm’s liquidity management platform, Morgan Money, is now available to SAP customers through SAP Treasury Management, a solution within the SAP Intelligent Enterprise offering customers real-time cash visibility and allowing them to improve......
Economy Fintech Fintech Funding InsurTech Investment Services News

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
Alfa Bank and Plug and Play to Collaborate on Innovation in Fintech
Business Fintech News

Alfa Bank and Plug and Play to Collaborate on Innovation in Fintech

Fintech News Desk
 Alfa Bank has announced its partnership with Plug and Play, the largest global innovation platform headquartered in Silicon Valley. Along with 80 other financial institutions across the United States, Frankfurt, Amsterdam, Milan, Paris, Abu Dhabi, Shanghai, Singapore, and Tokyo, Alfa Bank will join Plug and Play’s global ecosystem, leveraging the platform to support its comprehensive digital transformation strategy in......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Adlumin Expands Executive Team with Former Cisco Veteran
Business Fintech Fintech Funding News

Adlumin Secures $6 Million in Series A Funding

Fintech News Desk
The cybersecurity company received funding that will enable its expansion within the financial industry and fulfill the demand for channel partner delivery Earlier this month, Adlumin announced a $6 million Series A round of funding led by Leawood Venture Capital and various other institutional sources including The Independent Community Bankers......
1