Search Results for: investment advisor

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline

Fintech News Desk
by Fintech News Desk0
Riskalyze announced general availability for four major enhancements to its product lineup in light of the rapidly approaching June 30 effective date of the SEC’s Regulation Best Interest. The new lineup of compliance-optimized features include: Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention......
Upgrade Closes $40 Million Series D Round Led by Santander InnoVentures
Banking Capital Markets Fintech Investment Services News

Upgrade Closes $40 Million Series D Round Led by Santander InnoVentures

Fintech News Desk
by Fintech News Desk0
Global Bank Joins Leading Fintech Investors Backing Credit-led Neobank Model Upgrade, a neobank that offers affordable and responsible credit to mainstream consumers, announced it received a $40 million investment as part of its Series D round led by Santander InnoVentures, the venture capital fund of Santander Group, one of the world’s......
Onna Raises $27M Series B to Scale World's First Knowledge Integration Platform (KIP)
Fintech Investment Services News

Onna Raises $27M Series B to Scale World’s First Knowledge Integration Platform (KIP)

Fintech News Desk
by Fintech News Desk0
Onna, the world’s first Knowledge Integration Platform (KIP), announced a $27M Series B investment. This latest investment round, led by Atomico with participation from Glynn Capital, will be used to grow Onna’s engineering, product and partnerships teams to further develop its ecosystem of integrations and applications. Previous investors Dawn Capital, Nauta Capital......
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Fintech News

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest......
Context Summits and Mercer Report Reveals High Investor Conviction in Hedge Funds Despite the Global Pandemic
Fintech Investment Services News

Context Summits and Mercer Report Reveals High Investor Conviction in Hedge Funds Despite the Global Pandemic

Fintech News Desk
by Fintech News Desk0
Context Summits, the leader in the one-on-one conference format for the alternative investment industry and Mercer, a global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being, announced the findings from the 2020 Context Allocator Trend Report. The survey, which was......
CoinShares Becomes First Digital Asset Manager to Offer Real-Time Audit on its Crypto Asset Exchange-Traded Products
Business Fintech Investment Services News

CoinShares Launches Komainu Venture Under CEO’s Leadership

Fintech News Desk
by Fintech News Desk0
 The CoinShares Group (CoinShares) announced the launch of Komainu, a digital asset custody business for institutional investors, under the leadership of CoinShares’ CEO, Jean-Marie Mognetti. The joint venture between CoinShares’ parent company, Nomura, and Ledger will expand and strengthen CoinShares’ operations across asset management, advisory, and capital markets. Read More: Jack Henry & Associates......
LexisNexis Legal & Professional Introduces Lexis+ Premium Legal Solution
Fintech News

Patent Data From LexisNexis PatentSight Featuring Unique Innovation KPIs Now Available as Part of an Alternative Data Catalog Through BLOOMBERG

Fintech News Desk
by Fintech News Desk0
PatentSight, a LexisNexis Legal & Professional company, announced their longitudinal patent datasets are now available to BLOOMBERG Data License clients through BLOOMBERG Enterprise Access Point. “We believe in the power of patent data to help investors identify trends and shifts in the global technology landscape. We are proud to give......
Bain-Backed CoinDCX Spearheading Crypto Education Movement with Launch of DCX Learn
Blockchain Cryptocurrency Fintech News

Bain-Backed CoinDCX Spearheading Crypto Education Movement with Launch of DCX Learn

Fintech News Desk
by Fintech News Desk0
Online platform the first educational initiative unveiled as part of the CoinDCX #TryCrypto initiative following $1.3 million investment  CoinDCX, India’s largest and safest cryptocurrency exchange, has launched a new online platform and subsidiary, DCX Learn, a holistic resource for cryptocurrency and blockchain educational content. This is part of CoinDCX’s crypto......
RIA in a Box Launches Compliance Software for Private Funds
Fintech InsurTech Investment Services News

RIA in a Box Launches Cybersecurity Insurance Offering to Provide RIAs Access to Industry Leading Coverage

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced a partnership with ProWriters and AssetSure that offers registered investment adviser (RIA) firms centralized access to cybersecurity insurance from top providers in the industry. As a result, RIAs now have streamlined access to leading......
Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19's Impact on Global Economy and Markets
Economy Fintech News

Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19’s Impact on Global Economy and Markets

Fintech News Desk
by Fintech News Desk0
Releases a Question and Answer Website with Responsive Video Podcast Series Hosted by and Featuring Buckingham’s Prestigious Thought Leadership Team In response to heightening client questions regarding COVID-19’s impact on financial planning, Buckingham Wealth Partners (“Buckingham”) announced the launch of AskBuckingham.com, a question and answer website that houses a responsive......
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