Search Results for: wealth management technology

Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
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......
Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Business News Technology

Solomon Partners Forms Technology Investment Banking Group With Joseph Watson

Fintech Staff Writer
by Fintech Staff Writer0
Solomon Partners, a renowned financial advice business, announces Joseph Watson has joined the firm as a Managing Director in its Technology Group, the firm’s newest specialty. In order to strategically grow and diversify the firm’s platform, Solomon’s eleventh vertical was developed and built up. Craig Muir, who will join the......
Importance Of Customer Experience Management In Fintech Industry
Featured Fintech Fintech Primers

Importance Of Customer Experience Management In Fintech Industry

Pooja Choudhary
by Pooja Choudhary0
Customer Experience In Fintech: What Does It Entail? Customer evaluates a fintech proposal based on the benefits they perceive. The consumer experience is impacted by many perks. In this article, we intend to examine the few variables that influence the fintech consumer experience in the context of speed, assurance, ease......
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
Investment Services News

AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution

Business Wire
by Business Wire0
AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international and boutique investment products to new markets, leveraging significant distribution opportunities InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, announced partnerships with leading......
On a Mission to Get More Hispanics Investing, DNERO & Bits of Stock Team Up to Offer Wealth-Building Rewards
Digital Wallet News Stock Market

On a Mission to Get More Hispanics Investing, DNERO & Bits of Stock Team Up to Offer Wealth-Building Rewards

PR Newswire
by PR Newswire0
First-of-its-Kind Partnership Takes Aim at Hispanic Underinvestment by Offering Fractional Shares of Stock as Rewards for Everyday Spending DNERO, the Digital Wallet offering financial services for the Hispanic market, and Bits of Stock, the platform that powers Stock Rewards & loyalty programs, have announced a partnership that will allow users......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
by Business Wire0
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Fintech News

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm

PR Newswire
by PR Newswire0
Sanctuary Wealth, home to the next generation of elite advisors, welcomed Chappell Wealth Management as its latest partner firm. The seven-person team based in The Woodlands, Texas, is led by Brent Chappell, CFP, CIMA, Brad Chappell, CIMA, Michael Mills, CFP, and Spencer Carlson, CFA. With close to $1.5 billion in assets under management (AUM), the team......
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