Search Results for: portfolio managers

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
GTN Unveils Global Fractional Trading Engine for Equities and Fixed Income, Unlocking Premium Assets for Retail Investors
News Trading

GTN Unveils Global Fractional Trading Engine for Equities and Fixed Income, Unlocking Premium Assets for Retail Investors

PR Newswire
by PR Newswire0
GTN, a global fintech redefining investing and trading for all, is pleased to announce the launch of its fractional trading engine for equities and fixed income globally, realising its commitment to a world where anyone can invest in anything, anytime. Fractional trading democratises investing and has gained popularity in recent......
Artificial Intelligence Featured Fintech Fintech Primers

What Are The Fintech AI certifications?

Pooja Choudhary
by Pooja Choudhary0
What Are the Opportunities for AI in Fintech? A survey by Grand View Research predicts that the market for AI in financial technology will expand at a CAGR of 16.5% between now and 2030. In 2023, the market will be dominated by deep learning due to the sophistication of its......
Open Wealth Platform Flanks secures an $ 8m Series A round led by Earlybird
Fintech News

Open Wealth Platform Flanks Secures An $ 8 Million Series A Round Led By Earlybird

PR Newswire
by PR Newswire0
Flanks, an API for automated wealth services, has secured $ 8m in a Series A round led by Earlybird Venture Capital, and followed by the existing investors JME Ventures and 4Founders Capital. Raffaele Terrone, Co-Founder of the Italian FinTech unicorn Scalapay, and Martin Kassing, Co-Founder and CEO of Upvest, supported the round as angels.......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity
Finance News

Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity

GlobeNewswire
by GlobeNewswire0
A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate by 2030. A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
RiverStone International to Drive Investment Strategy with Clearwater Analytics
Analytics Investment Services News

RiverStone International to Drive Investment Strategy with Clearwater Analytics

PR Newswire
by PR Newswire0
Delivers Greater Transparency for Lloyd’s Reporting and RiverStone International’s Growing Business Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that RiverStone International, a leading global nonlife run-off insurance business specialist and the largest provider of legacy solutions in the Lloyd’s market, has successfully implemented......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
by Fintech News Desk0
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
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