Search Results for: investors

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates
B2B Fintech News

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates

Fintech News Desk
Round led by BNP Paribas, Europe’s leading financial institution Save, a fintech company that helps clients earn higher yields on their spending and savings, announces the successful closure of a funding round led by BNP Paribas, Europe’s leading financial institution. Joining BNP Paribas in the round is Webster Bank, a leading commercial bank in the Northeast who......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
Cryptocurrency News Risk Management

Trident Launches Crypto Asset Management Platform For Retail Investors

Fintech News Desk
The crypto asset management platform focuses on risk management despite challenges like high market volatility – Trident Crypto, on 16th Nov announced its launch. As the new division of the forex industry expert with many years of experience entering the cryptocurrency space, Trident Crypto is a platform that enables users......
Cryptocurrency News

CrypTo Investors Lost $3.5 Billion To Scammers In 2022, Privacy Affairs Study Reveals

Fintech News Desk
Global cryptocurrency markets are reeling after the infamous FTX implosion burned an estimated $2 billion hole in investors’ pockets. But a new survey reveals that nearly DOUBLE that amount has been lost to scams and ‘rug-pulls’ across 2022. Cybersecurity and data privacy specialists from Privacy Affairs, in their round-up of Cryptocurrency Scams of 2022, cited......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
QED Investors Makes First Investment in Southeast Asia
Investment Services News

QED Investors Makes First Investment in Southeast Asia

Fintech News Desk
Fintech-Focused VC Leads $5 Million Pre-Series B Investment in Indonesia-based Property Technology Company Pashouses QED Investors, a leading global venture capital firm focused on investing in disruptive financial services companies, announced its first investment in Southeast Asia. “Owning a home is an important part of the Indonesian culture, but the......
Omneky Secures $10 Million Total Funding in Seed Round with Key Investors
Artificial Intelligence Fintech Funding News

Omneky Secures $10 Million Total Funding in Seed Round with Key Investors

Fintech News Desk
Omneky, an AI-driven marketing platform, announced it has secured over $7 million in a seed round extension, bringing the company’s total seed round funding to $10 million. This funding will allow Omneky to further invest in platform updates and build upon the company’s current lead as a first mover in the AI......
What Cryptocurrency Investors Need to Know About Latest Market Shakeup
Cryptocurrency News

What Cryptocurrency Investors Need to Know About Latest Market Shakeup

Fintech News Desk
The recent failure of the third-largest crypto exchange, FTX, a hack at the largest crypto derivatives exchange, Deribit, and Binance’s announcement that it intends to acquire FTX have shaken up the cryptocurrency investment market. Josh Peck, founder of TrueCode Capital, responded quickly, telling investors, “First and foremost, our investors’ funds......
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