Search Results for: wealth management technology

CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
GOGO Protocol Raises $2 Million to Strengthen User-Friendly DeFi Protocols
DeFi News

GOGO Protocol Raises $2 Million to Strengthen User-Friendly DeFi Protocols

Fintech News Desk
by Fintech News Desk0
Funds will help expand DeFi company’s user-friendly asset management solutions GOGO Protocol, an open-source DeFi protocol for asset management and savings, announced a new $2 million fundraise with participation from global venture firms and cryptocurrency exchanges including Shima Capital, Digistrats, and MEXC Pioneer. “We recognize and support the important work......
FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements
Compliance management News

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Fintech News Desk
by Fintech News Desk0
The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s secure document Vault with PureFacts’ financial data capabilities to improve compliance and streamline back-office administrative functions FutureVault Inc., an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for the wealth management and financial services industry, and......
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
by Fintech News Desk0
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited
Banking News

Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited

Fintech News Desk
by Fintech News Desk0
Transaction Marks Eighth Announced Sale by Citi in Asia Pacific Region Since Announcing Strategy Refresh Citi announced that it has reached an agreement with Axis Bank Limited (Axis) for the sale of Citi’s consumer businesses in India. Axis was selected by Citi following an extensive and competitive auction process. The......
Close Brothers Asset Finance and Leasing Taps OpenText for Customer-Oriented Digital Transformation
Cloud News

Close Brothers Asset Finance and Leasing Taps OpenText for Digital Transformation

Fintech News Desk
by Fintech News Desk0
OpenText Content Services and Digital Experience cloud solutions support bank with advanced information management and regulatory compliance innovation OpenText announced it is providing Close Brothers Asset Finance and Leasing, a leading UK asset funder, with strategic content and customer communications management to support their Transformation initiative. The solutions will be delivered and......
Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
ApeX Protocol Announces Its Initial NFT Offering Plan
Cryptocurrency News

Apex Crypto Secures New York BitLicense

Fintech News Desk
by Fintech News Desk0
Apex Fintech Solutions Inc., the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that the New York State Department of Financial Services has approved its subsidiary, Apex Crypto LLC’s (“Apex Crypto”), application for its virtual currency license, also known as the “BitLicense.” Customers of Apex......
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