Search Results for: investment advisor

Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
From Bitcoin to Zcash: Media Shower’s Bitcoin Market Journal Unveils New Digital Asset Rankings
Blockchain Cryptocurrency Fintech News

From Bitcoin to Zcash: Media Shower’s Bitcoin Market Journal Unveils New Digital Asset Rankings

Fintech News Desk
by Fintech News Desk0
Bitcoin Market Journal, the leading website for blockchain investors, has unveiled its Digital Asset Rankings report, rating the top 50 cryptocurrencies using its peer-reviewed Blockchain Investor Scorecard. The new ratings give investors a useful guide for judging both the quality and liquidity of various cryptoassets, with bitcoin, Litecoin, and Ethereum......
BioCatch Appoints Mark Elliot Chief Marketing Officer
Fintech News

BioCatch Appoints Mark Elliot Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
BioCatch, the global leader in behavioral biometrics, announced that Mark Elliot has joined the senior leadership team as Chief Marketing Officer. In this role, Mark will lead all marketing efforts and grow the brand globally as BioCatch looks to broaden its product offerings and further support its expanding client base......
Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
by Fintech News Desk0
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
French Cryptoasset Platform Tozex Introduces Anti-crisis Business Solution to Enter the Token-based Economy
Blockchain Economy Fintech News Trading

French Cryptoasset Platform Tozex Introduces Anti-crisis Business Solution to Enter the Token-based Economy

Fintech News Desk
by Fintech News Desk0
Tozex—the France-based cryptoasset platform for issuing, financing, and trading—has introduced the Believers Reward Offering (BRO)(Tozex). The BRO is the first sustainable alternative to ICOs and STOs to help SMEs overcome tough economic times and open new financing possibilities. Read More: GlobalFintechSeries Interview with Nick Cowan, CEO of the GSX Group The BRO is......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
CEPRES Develops COVID-19 Portfolio Risk Management Assessment
Fintech News Risk Management

CEPRES Develops COVID-19 Portfolio Risk Management Assessment

Fintech News Desk
by Fintech News Desk0
CEPRES offers a Risk Analysis & Rating Dashboard on the CEPRES Platform to support LPs during the Covid-19 crisis in understanding the impact on their portfolio. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor CEPRES Portfolio Health Check CEPRES’ Health Check Rating System......
1