Search Results for: wealth management firms

National Wealth Management to Join Cary Street Partners
Investment Services News

National Wealth Management to Join Cary Street Partners

Fintech News Desk
by Fintech News Desk0
Further Expands Cary Street Partners’ New Jersey Presence Cary Street Partners announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based financial planning and wealth management......
Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution
Finance News

Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution

Fintech News Desk
by Fintech News Desk0
Rollout will occur over the next year as Commonwealth continues to enhance the tools used to support its more than 2,000 affiliated advisors Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network, a national firm dedicated to......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm
Banking News

Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Temenos positioned the furthest for its wealth management product strategy and strength of its offering Temenos, the cloud banking platform, has been named a leader in The Forrester Wave™: Digital Wealth Management Platforms (DWMP) for Q1 2022. “Temenos excels in most areas of product functionality” Temenos received the highest scores......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Indyfin Launches New “Investor Experience Platform” for Wealth Management
Fintech News

Indyfin Launches New “Investor Experience Platform” for Wealth Management

Fintech News Desk
by Fintech News Desk0
Fresh off a $2.2 million capital raise, innovative fintech platform will be the “Yelp” for wealth management as SEC marketing regulations expand to allow for endorsements, testimonials and client reviews Indyfin, an innovative fintech company, announced the launch of its new Investor Experience Platform. This new and innovative digital marketplace......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
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