Search Results for: wealth management technology

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......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
GoLogiq’s Nest Egg Completes Integration of GPT-3 AI Technology into Consumer Investing Platform
Investment Services Machine Learning News

GoLogiq’s Nest Egg Completes Integration of GPT-3 AI Technology into Consumer Investing Platform

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, announced that Nest Egg Investments has completed the integration of GPT-3 Artificial Intelligence (AI) technology into its consumer investing platform and mobile app. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive Digitalization And Exposure Risk Offering For......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
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......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
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