Search Results for: wealth gap

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development
Fintech Funding News

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

PR Newswire
by PR Newswire0
The round was co-led by Pivot Investment Partners and UBS Droit, a technology firm at the forefront of computational law and regulation, announced it has closed a $23 million Series B investment in its latest funding round. The round was led by Pivot Investment Partners and UBS, the leading global wealth......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
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
by Fintech News Desk0
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......
Business News

VirgoCX Wealth To Launch Anticipated OTC Direct Upgrade

Fintech News Desk
by Fintech News Desk0
Canada’s leading regulated cryptocurrency exchange VirgoCX is set to launch the anticipated OTC Direct overhaul to its over-the-counter (OTC) trading platform, VirgoCX Wealth. As part of their ongoing commitment to providing the best tools and user experience for their clients, the launch intends to provide the resources investors require to......
UP Fintech market share in Singapore increased to 19%
Fintech News

UP Fintech Market Share in Singapore Increased to 19%

Fintech News Desk
by Fintech News Desk0
UP Fintech Holding Limited a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the first quarter ended March 31, 2022. Total revenue in the first quarter was US$52.6 million. Non-GAAP net loss was US$1.9 million. Latest Fintech News: Flexa to Acquire Drop Party to Deliver Custom......
WealthVest Employees Gather for National Sales Meeting this May
Finance News

WealthVest Employees Gather for National Sales Meeting this May

Fintech News Desk
by Fintech News Desk0
Bozeman Financial Services Company Hosts First National Sales Meeting Since 2019 WealthVest and four nationwide wholesaling teams for its in-person national sales meeting in Bozeman this May. Latest Fintech News: ServiceNow to Acquire Hitch Works to Help Customers Address Talent Gaps The national sales meeting is an opportunity for WealthVest’s employees......
Commonwealth Launches Inclusive Product Design Resource Center for Fintech and Financial Services
Fintech News

Commonwealth Launches Inclusive Product Design Resource Center for Fintech and Financial Services

Fintech News Desk
by Fintech News Desk0
Based on in-depth research with underserved consumers, Commonwealth’s design resources provide practical insights for developing products as a lever to improve financial security Commonwealth, a national nonprofit that builds solutions to enable financial security and wealth building for all, has launched a resource center for inclusive product design for fintech and financial services.......
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