Search Results for: investment portfolios

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform
Capital Markets Fintech Investment Services News

FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform

Fintech News Desk
by Fintech News Desk0
Finitive, a financial technology platform providing institutional investors with direct access to alternative lending investments, is pleased to announce that FirePower Capital, a Canadian investor in mid-market private debt and private equity, as well as a provider of M&A advisory services, secured a multi-year capital arrangement from an institutional investor via......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
Trust Company Innovates Wealth Advising Industry With Powerful Tech
Fintech News

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Fintech News Desk
by Fintech News Desk0
FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within a single user-friendly system. Trust Platform is designed to consolidate and......
Addepar Raises $117M in Series E Funding
Fintech Investment Services News

Addepar Introduces Investor Sentiment Index

Fintech News Desk
by Fintech News Desk0
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
NYDIG Announces Senior Executive Appointments
Business Fintech Investment Services News

NYDIG Announces Senior Executive Appointments

Fintech News Desk
by Fintech News Desk0
 NYDIG, a leading provider of investment and technology solutions for bitcoin and other digital assets, has hired former Goldman Sachs Partners Ronnie Wexler and Tejas Shah and Managing Director Eric Kramer, and veteran Fintech analyst Greg Cipolaro, to join the firm in executive roles. Wexler has been appointed Global Head of Business Development, Shah......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Trading

Self-Directed IRA Accounts Get Enhanced Access to Private Markets

Fintech News Desk
by Fintech News Desk0
iownit, a leading digital private securities platform, announces integration with Midland Trust, a leading self-directed IRA custody provider, to enhance access to alternative investments for accredited investors. iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an......
Westlake Financial Identifies Significant Portion of All Income Misrepresentation with IncomePass by Point Predictive
Artificial Intelligence Fintech Investment Services News

Point Predictive Secures Series B Growth Financing Led by Napier Park Financial Partners

Fintech News Desk
by Fintech News Desk0
Investment to power significant hiring, product expansion and market growth Michael Housman hired as new Chief Technology Officer and Eric Werab promoted to Chief Revenue Officer Point Predictive Inc., the San Diego-based company that provides machine learning solutions to the lending industry, today announced that it has completed its Series......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
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