Search Results for: manage clients

Jewel Bank Receives Bermuda Bank License to Serve Global Crypto Firms, Issue Stablecoins, Provide Real-Time Settlement Services
Banking Digital Asset Management News

Jewel Submits Bank License Application As First Digital Asset Bank In Bermuda To Serve Global Clients With Digital Asset Banking and Stablecoin Payments Infrastructure

Fintech News Desk
by Fintech News Desk0
 Jewel, a proposed bank serving digital asset businesses and institutions globally from Bermuda, has submitted its formal bank application with the Bermuda Monetary Authority (BMA), in a combined full-service bank and digital asset license application (to custody digital assets and issue stablecoins directly from the bank). Jewel’s planned services address the......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
by Fintech News Desk0
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
by Fintech News Desk0
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
Fintech Investments News

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
Itiviti, Broadridge Financial Solutions, Inc.’s provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. “The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms......
Astound Commerce
Commerce News

Astound Commerce Announces New Management Appointments

Fintech News Desk
by Fintech News Desk0
Company Growth Prompts New Roles and Responsibilities for Existing Team Global digital commerce specialist Astound Commerce announced a series of global and local market leadership appointments, in a move that reflects the company’s need for scalable expansion in the face of extraordinary growth. This organizational change is expected to dramatically benefit......
Wilshire Announces Blythe Masters as Chair of New Digital Assets Advisory Group
Fintech News

Wilshire Partners with FinTech Firm GoalBased Investors to Fuel New Retail Mobile App with Institutional-Quality Manager Research

Fintech News Desk
by Fintech News Desk0
App helps democratize access to goal-based financial planning and advice for individual investors, backed by the same research used to advise large institutions Wilshire, a leading global financial services firm, announced a partnership with GoalBased Investors (GBI), a new fintech company that connects investors and advisors with a community-driven mobile......
Airbase Partners with Silicon Valley Bank to Offer its Comprehensive Spend Management Platform to SVB Business Cardholders
Fintech News

Airbase Partners with Silicon Valley Bank to Offer its Comprehensive Spend Management Platform to SVB Business Cardholders

Fintech News Desk
by Fintech News Desk0
Airbase, the only comprehensive spend management platform available for small and mid-market companies, has announced a partnership with Silicon Valley Bank (SVB), the bank of the world’s most innovative companies and their investors. SVB’s business cards can now be used with Airbase’s spend management software through an API integration, which automates accounting......
J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience
Fintech News

J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience

Fintech News Desk
by Fintech News Desk0
Developed in collaboration with Coffee Labs, the smartphone and tablet-enabled platform offers clients a new way to access interactive analysis on major economic themes impacting markets and investors  J.P. Morgan Asset Management announced the launch of the award-winning Guide to the Markets which includes a mobile-based augmented reality (AR) experience, offering clients......
Trucking Insurtech Koffie Labs Partners With Cooper Insurance And Fleet Risk Management, Expands To Georgia And Pennsylvania
InsurTech News Risk Management

Trucking Insurtech Koffie Labs Partners With Cooper Insurance And Fleet Risk Management, Expands To Georgia And Pennsylvania

Fintech News Desk
by Fintech News Desk0
With its two new distribution partners, Koffie will expand to Georgia and Pennsylvania Koffie Labs (Koffie), an insurtech focused on reinventing the trucking and transportation markets, announced two new distribution partners, Cooper Insurance & Associates and Fleet Risk Management/Assured Partners of GA. Following its insurance partnership with Sutton National in......
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