Search Results for: investment advisor

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges
Big Data Capital Markets Fintech News

Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges

Fintech News Desk
by Fintech News Desk0
The leading data architecture challenges for capital markets firms center around data quality and delivering relevant data to the business, according to new research from leading global research and advisory firm Aite Group. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “Many capital......
IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations
Fintech News

IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations

Fintech News Desk
by Fintech News Desk0
IMA(Institute of Management Accountants), is celebrating International Management Accounting Day on May 6, 2020. This initiative aims to honor members of the management accounting community for their efforts in providing organizations with financial expertise, enabling them to thrive and create value for their organizations. Read More: Analyticom Introduces a Scientific Model That......
BlackLine Reveals CEO Succession Plan
Fintech News

BlackLine Unveils Quick-Deployment Remote Audit Package To Help Customers Prepare For Audits With Confidence In Uncertain Times

Fintech News Desk
by Fintech News Desk0
Solution and services package based on leading practices offered free on limited basis, as many face remote audits for the first time With continued macroeconomic uncertainty from the coronavirus pandemic and auditors restricted from traveling, many Finance & Accounting (F&A) teams face the prospect of preparing for audits from home......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
Paymerang Earns #1 Ranking as Top Workplace in Richmond
Fintech Investment Services News

REPAY Announces Appointment of Jake Moore as New Executive Vice President of Corporate Development and Strategy

Fintech News Desk
by Fintech News Desk0
Repay Holdings Corporation(“REPAY” or the “Company”), a leading provider of vertically-integrated payment solutions, announced the appointment of Jacob “Jake” H. Moore as Executive Vice President of Corporate Development and Strategy. Mr. Moore will be responsible for the Company’s M&A activities and overall strategic initiatives. Read More: TerraPay Announces Readiness for......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Fintech News Desk
by Fintech News Desk0
Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
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