Search Results for: wealth management technology

Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
Business Fintech News

AdvicePeriod Welcomes New Partner Advisor In California

Fintech News Desk
by Fintech News Desk0
AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Jeff Harley as a Partner Advisor in Ventura, California. As a veteran of the software & technology industry, Jeff has extensive first-hand experience with the complex world of equity compensation. Having navigated the waters from......
United Fintech Enters the Market Data and RegTech Space with TTMzero Acquisition
Business Capital Markets Fintech News

United Fintech Enters the Market Data and RegTech Space with TTMzero Acquisition

Fintech News Desk
by Fintech News Desk0
United Fintech has entered the Market Data & RegTech space with the acquisition of German fintech, TTMzero. United Fintech has taken a 25% stake in the market leading firm, with the intention of increasing to 80% over the next three years. United Fintech enters the Market Data and RegTech space with the......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
Business Digital Fintech News

Skience Expands Sales and Marketing Team to Meet Surging Demand for Customized Financial Services-Focused Digital Solutions and Tools

Fintech News Desk
by Fintech News Desk0
Fast-Growing Fintech Leader Adds Professionals with Extensive Financial Services, Wealth Management, Digital Marketing and Business Development Experience Skience, a leading financial services digital enablement solution and consulting provider, today announced the expansion of its national sales and marketing team to accelerate the company’s business development efforts. The new hires follow......
Alpian, Switzerland’s First Digital Private Bank, Has Appointed Belinda Bencic and Géraldine Fasnacht as Honorary Chief Inspiration Officers
Banking Digital Fintech Investment Services News Risk Management

Alpian Hires Victor Cianni As Head Of Investments To Shape Customer Offering

Fintech News Desk
by Fintech News Desk0
Digital financial service company, Alpian SA (“Alpian”), has today announced the appointment of Victor Cianni as Head of Investments. In this new role, Cianni will lead on the disruptor’s wealth advisory offering, along with discretionary management products for private bank clients. Inspired by the executive team’s vision of bringing a......
Extensia-Financial-Announces-Addition-of-Extraordinary-Talent-and-Leadership-to-Its-New-Board-of-Directors
Business Fintech Investment Services News

Extensia Financial Announces Addition of Extraordinary Talent and Leadership to Its New Board of Directors

Fintech News Desk
by Fintech News Desk0
Extensia Financial has announced that Dimple Shah, Glenn Christensen, Jackie Buchanan, and Steve Coomes, all exceptional credit union and financial services thought leaders and influencers, will be joining the Board of Directors. As one of the most seasoned Credit Union Service Organizations (CUSO) focused on commercial real estate, and bolstered......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
CLARA Analytics Introduces New Product Lineup To Address the Entire Claim Life Cycle
Artificial Intelligence Fintech News

CLARA Analytics Introduces New Product Lineup To Address the Entire Claim Life Cycle

Fintech News Desk
by Fintech News Desk0
Company Continues To Display Industry Leadership and Innovation With Latest Offerings CLARA Analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology in the commercial insurance industry, today announced changes and additions to its product suite. The newly configured CLARA Triage, CLARA Treatment, CLARA Litigation and CLARA MSP Compliance products are designed to meet the needs of......
Front_-The-Strategic-Investment-Platform_-Names-Adam-Israel-As-New-COO
Artificial Intelligence Banking Business Fintech Investment Services News

Front, The Strategic Investment Platform, Names Adam Israel As New COO

Fintech News Desk
by Fintech News Desk0
Front, the first strategic investment platform that puts data-driven investment guidance in the hands of a new generation of investors with FISCO technology, today announced Adam Israel as the new COO. Adam brings decades of financial services experience to this fast-growing fintech startup, previously managing strategic broker dealer initiatives at......
Capco and Envizage Announce Strategic Partnership
Business Fintech Fintech Funding News

Capco and Envizage Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partners will work together to bring benefits of Envizage advice engine to financial services firms and their customers globally Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, announced a new partnership that will see the two companies working together to deliver the benefits of......
Capco and Envizage Join Forces
Banking Business Fintech InsurTech News

Capco and Envizage Join Forces

Fintech News Desk
by Fintech News Desk0
Capco, the global management and technology consultancy, and Envizage, the London-based analytics software provider, today announced a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services. Established by three former Morgan Stanley partners, Envizage supports banks,......
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