Search Results for: investment portfolios

iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year
Fintech Radar Fintech Startups News

iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year

Fintech News Desk
by Fintech News Desk0
iCapital Network, a leading financial technology platform setting the industry standard for access and efficiency in alternative investing, announced it has been named to the 2020 Forbes Fintech 50 list, marking the third year in a row that Forbes has recognized iCapital as an innovator. The Forbes Fintech 50 list......
Balderton Capital, Europe’s Most Active Series A Investor, Welcomes Two New General Partners
News

Balderton Capital, Europe’s Most Active Series A Investor, Welcomes Two New General Partners

Fintech News Desk
by Fintech News Desk0
Rana Yared was previously Partner on the Goldman Sachs Growth Equity team, where she focused on fintech and enterprise investments David Thévenon was Partner at SoftBank’s Vision Fund, where he led a number of the firm’s mobility and fintech growth investments over his 5-year tenure. Balderton Capital is focused on......
Institutional FinTech Leader Solovis Achieves Record Revenue Growth in 2019
Banking Fintech Radar News

Institutional FinTech Leader Solovis Achieves Record Revenue Growth in 2019

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced it delivered record revenue in 2019. The company increased annual recurring revenues by 55% and set new annual and fourth quarter total revenue records. The company’s continuous growth has been propelled by......
LendUp Surpasses $2 Billion in Consumer Loans
Banking News

LendUp Surpasses $2 Billion in Consumer Loans

Fintech News Desk
by Fintech News Desk6
Marking Her One-Year Anniversary as CEO, Anu Shultes Continues to Sharpen the Company’s Focus on Financial Inclusion for the Aspiring Middle Class LendUp, the company whose goal is to make financial health a reality for all, announced it has issued over $2 billion in consumer financing through its digital lending......
Qontigo adds Axioma Factor-based Fixed Income Risk Model to its Fixed Income Solutions Suite
Investment Services News Risk Management

Qontigo adds Axioma Factor-based Fixed Income Risk Model to its Fixed Income Solutions Suite

Fintech News Desk
by Fintech News Desk3
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, announced the release of the Axioma Factor-based Fixed Income Risk Model. This model leverages Qontigo’s market-leading expertise and research capabilities in the equity factor space with insights into systematic macro and style factor exposures to meet the......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
iFlip Launches Unprecedented Mobile AI Wealth Management Experience
Artificial Intelligence News Trading

iFlip Launches Unprecedented Mobile AI Wealth Management Experience

Fintech News Desk
by Fintech News Desk0
iFlip, a leading algorithmic intelligence (AI) wealth manager, is proud to announce the launch of its stock trading app. The app will give retail investors unprecedented access to algorithmic investing portfolios with a transparent pricing structure. iFlip’s mobile app was created to level the playing field for individual investors.  Read......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
by Fintech News Desk0
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients
Banking News

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

Admin
by Admin0
Bank of America announced the expansion of unlimited commission-free online stock, ETF and option trading to all Merrill Edge Self-Directed investors. Zero-dollar trades, together with the firm’s powerful combination of personalized guidance, straightforward tools, professional expertise and the industry-leading Preferred Rewards program, ensure Bank of America and Merrill clients can pursue their......
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