Search Results for: wealth management technology

Proper Raises $9 Million Series A to Offer Automated Accounting to Real Estate Industry
Investments News

Proper Raises $9 Million Series A to Offer Automated Accounting to Real Estate Industry

Fintech News Desk
Proper’s scalable accounting and bookkeeping services combine automation and a team of experts to save property managers time and money Proper, an automated accounting and bookkeeping service for property managers, announced a $9 million Series A investment to continue building the most advanced automated technology designed specifically for real estate accounting.......
Venuetize Appoints Chief Product Officer
Digital Payments News

Venuetize Appoints Chief Product Officer

Fintech News Desk
Venuetize, the leading mobile technology and advanced e-commerce platform for the sports, hospitality, and entertainment industries, has appointed Lindsay St. Lawrence as Chief Product Officer. In this newly created role for the company, St. Lawrence brings her robust knowledge of the digital payments space, in addition to deep expertise with data......
CNL Financial Group Partners With Icapital Network® to Enhance Access to Alternative Investments
Fintech News

CNL Financial Group Partners With Icapital Network® to Enhance Access to Alternative Investments

Fintech News Desk
CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, have formed a partnership in which iCapital will provide investment diligence and a customized technology platform to support......
CPS Capital Announces Growth Investment into PharmaSmart International
Investments News

CPS Capital Announces Growth Investment into PharmaSmart International

Fintech News Desk
CPS Capital (“CPS”), a leading Toronto-based private equity firm, is pleased to announce that it has made a strategic growth investment in PharmaSmart International (“PharmaSmart”) alongside the existing management team. PharmaSmart is a North American leader in the manufacture of technology enabled health kiosks and related patient engagement and connected health......
Nyca Partners Welcomes Matt Homer as Executive in Residence
Fintech News

Nyca Partners Welcomes Matt Homer as Executive in Residence

Fintech News Desk
Experienced senior leader brings wealth of fintech experience from private and public sector Nyca Partners, a leading fintech venture capital firm, announced that Matt Homer joins as their first-ever Executive in Residence. In this role, Mr. Homer will bring his vast experience to further develop Nyca Partner’s crypto strategy and......
Making HR More Human-centric With Robotic Process Automation
Guest Posts Robotic Process Automation

Making HR More Human-centric With RPA

Gavin Mee
There’s no doubt about it, the world is in the middle of a major revolution – and the ways in which we work are changing at break-neck speed. However, unlike previous changes to labour patterns, which were driven by the introduction of physical machinery, this latest revolution to reach the......
FDCTech to Launch Simplified and Gamified Condor Stocks & ETFs App for Stocks, ETFs, and Other High-Growth Financial Securities
Fintech News

FDCTech to Launch Simplified and Gamified Condor Stocks & ETFs App for Stocks, ETFs, and Other High-Growth Financial Securities

Chandni Maske
Despite the impact of the recent pandemic, the financial markets have witnessed growth in private sector wealth and trading activities due to government spending, low–interest rate, growing retail participation, the democratization of investing and information, and the adoption of digital assets. FDCTech, Inc., a fully integrated financial technology company with a full suite of digital financial services solutions, announced that it expects to launch the Condor Stocks &......
Apex Fintech Solutions Strengthens Executive Leadership Team with New C-Level Hires
Fintech News

Apex Fintech Solutions Strengthens Executive Leadership Team with New C-Level Hires

Fintech News Desk
Andrew Lientz Joins as Chief Technology Officer and Lindsey Becker as Chief Marketing Officer Apex Fintech Solutions LLC, the “fintech for fintechs” powering innovation and the future of digital wealth management, announced the addition of two senior executives to its management team. Andy Lientz and Lindsey Becker will be joining......
Crypto Custodian Brane Capital Bolsters Internal Regulatory Compliance Expertise, Welcomes Dan Bowering as Senior Compliance Advisor
Banking Fintech News Risk Management

Crypto Custodian Brane Capital Bolsters Internal Regulatory Compliance Expertise, Welcomes Dan Bowering as Senior Compliance Advisor

Fintech News Desk
Brane Inc., a leading cryptocurrency custodian, announced that Dan Bowering has joined its leadership team as Senior Compliance Advisor, bringing over 30 years of experience in regulatory compliance. Bowering has been working with Brane’s risk management and custody operations team on a consulting basis since early 2021, contributing his expertise and......
AssetMark Closes on the Acquisition of Voyant
Fintech News

AssetMark Closes on the Acquisition of Voyant

Fintech News Desk
AssetMark Financial Holdings, Inc., a leading provider of wealth management and technology solutions for financial advisors, announced the completion of its acquisition of Voyant, a global provider of SaaS-based financial planning, wellness and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms......
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