Search Results for: wealth management technology

QuickFee Introduces Aubrey Amatelli as New Chief Revenue Officer
Fintech News

QuickFee Introduces Aubrey Amatelli as New Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
QuickFee keeps momentum with talent additions and go-to-market strategy accelerating growth in the delivery of payment solutions to the professional services market QuickFee announces the appointment of Aubrey Amatelli as Chief Revenue Officer (CRO). “I’m so honored to be joining QuickFee as the new Chief Revenue Officer, and I’m excited......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
by Fintech News Desk0
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
BNY Mellon's Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds
Fintech News

BNY Mellon’s Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) has appointed Ainslie Simmonds as President of Pershing X, a new business unit within Pershing that will design and build innovative solutions for the advisory industry. The new unit will accelerate Pershing’s delivery of consumer grade digital experiences to its clients, as well as the broader marketplace. Pershing X......
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Beacon Pointe Announces Investment from KKR
Fintech News Risk Management

Beacon Closes $56 Million Series C Funding Round Led by Warburg Pincus

Fintech News Desk
by Fintech News Desk0
Financing will enable Beacon to execute on its product roadmap, scale solutions across asset classes and end markets, and advance the company’s leading position in cloud-based enterprise financial software Beacon Platform Incorporated, (“Beacon”), a leading cloud-based platform for quant development that enables users to build custom trading and risk management......
Rapidly Growing US Banking Challenger Envel Launches Crowdfunding
Banking News

Rapidly Growing US Banking Challenger Envel Launches Crowdfunding

Fintech News Desk
by Fintech News Desk0
Envel, a Boston-based AI powered U.S. neobanking challenger helping 18-35 year olds to save, budget and invest using automation, has now amassed over 16,000 users since launch Q1 2021 and has experienced rapid growth recently with onboarding 1 new user every 60 seconds. Envel’s proprietary autopilot technology has helped their users......
RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider
Fintech News

RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider

Fintech News Desk
by Fintech News Desk0
STP Investment Services, a global financial technology company offering front, middle and back-office support, as well as investment operations outsourcing servicing more than $340 billion in total assets, has been selected by RadiantESG Global Investors to act as its all-inclusive operational services and platform solution. “As an asset manager focused on next......
Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App
Digital Payments Fintech News

Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App

Fintech News Desk
by Fintech News Desk0
Mogo Inc., a digital payments and financial technology company, announced a new partnership with CI Investment Services Inc. to provide a range of back office services to support MogoTrade, Mogo’s upcoming commission free stock trading app. CI Investment Services is a leading Canadian broker-dealer that provides a wide range of......
Stake Announces Closing of $4 Million Seed Capital Investment
Fintech News

Stake Announces Closing of $4 Million Seed Capital Investment

Fintech News Desk
by Fintech News Desk0
Stake is creating the future of FinTech powered real estate with Cash Back rewards Stake—the first company creating the future of FinTech powered real estate with Cash Back rewards— announced that it has closed its seed funding of over $4 million. The round was led by Shadow Ventures, a thesis centered venture......
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