Search Results for: wealth management firms

All Pro Capital Completes Strategic Acquisition of Advenire Wealth
Investments News

All Pro Capital Completes Strategic Acquisition of Advenire Wealth

Fintech News Desk
by Fintech News Desk0
This transaction elevates All Pro Capital’s capability to deliver ever-increasing value to its investors in world-class real estate offerings, which will now be complemented by Advenire Wealth’s suite of wealth management solutions. All Pro Capital, a leading Real Estate Investment firm with an impeccable track record for excellence, announced that......
Temenos Launches ESG Investing-as-a-Service for Banks and Wealth Managers
Banking News

Temenos Launches ESG Investing-as-a-Service for Banks and Wealth Managers

Fintech News Desk
by Fintech News Desk0
Temenos unveils the new solution for sustainable investing at a time of record growth for Environmental, Social and Governance initiatives Temenos launched ESG Investing-as-a-service, helping banks and wealth managers meet the growing demand for sustainable investing. The offering was unveiled to 1,500 banking and fintech executives at Temenos Community Forum in......
QTR Family Wealth Joins High-Growth Investment Group Bison Wealth
Finance Fintech News

QTR Family Wealth Joins High-Growth Investment Group Bison Wealth

Fintech News Desk
by Fintech News Desk0
QTR brings an established and strong presence in the Central Florida market to Bison Wealth The Hunter Group, formerly part of Merrill Lynch in Orlando, Fla., is on the move, joining Bison Wealth, a division of Bison Holdings, as QTR Family Wealth (QTR). The dynamic wealth management team, led by industry veterans Wes Hunter, Chad......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Investment Services News

CI Global Asset Management Advances Technology Toolkit with CapIntel

Fintech News Desk
by Fintech News Desk0
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
Infosys Cobalt Financial Services Cloud, an Industry Cloud Platform to Help Firms Unleash the Power of Cloud-Driven Transformation
Cloud Finance News

Infosys Cobalt Financial Services Cloud to Help Firms Unleash the Power of Cloud-Driven Transformation

Fintech News Desk
by Fintech News Desk0
With out-of-the-box industry services, assets, and frameworks, the new financial services cloud platform sets the stage for accelerating business value in the cloud Infosys, a global leader in next-generation digital services and consulting, announced the launch of Infosys Cobalt Financial Services Cloud, an industry cloud platform for enterprises to accelerate business......
Intapp and KPMG AG Form Strategic Alliance to Accelerate Digital Transformation for Professional Services and Capital Markets Firms
Capital Markets Cloud News

Intapp and KPMG AG Form Strategic Alliance to Accelerate Digital Transformation for Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Alliance combines the Intapp Azure-based industry cloud platform and KPMG’s technology, compliance, and risk consulting expertise to empower professionals and maximize value Intapp, a leading provider of cloud-based software for the global professional and financial services industry, announced that it has entered a strategic alliance with KPMG AG. Together, Intapp......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance Fintech News

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced that it has secured $5M in venture financing to expand the team, grow sales and drive product development. “Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel.”......
Ex-Fed Risk Specialist Michael Shing joins XREX as Director of Risk Management
Fintech News Risk Management

Ex-Fed Risk Specialist Michael Shing Joins XREX as Director of Risk Management

Fintech News Desk
by Fintech News Desk0
Blockchain neo fintech company XREX Inc. announced that Michael Shing onboards as its Director of Risk Management. Shing spent more than a decade with the Federal Reserve branches in San Francisco and New York, first as an analyst then a senior risk specialist. Prior to his time with the Fed, Shing held......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
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