Search Results for: wealth management technology

Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
by Fintech News Desk0
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board
Fintech News

Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board

Fintech News Desk
by Fintech News Desk0
Liquefy is pleased to announce the appointment of Jerome Chung to its Advisory Board. Jerome brings a wealth of knowledge and expertise from real estate, asset management and finance. He is passionate about nurturing and supporting the growth of the next generation of industry leaders. Having gained significant traction over......
Checkout.com Triples Valuation to $5.5bn in Series B Fundraise
Fintech Fintech Funding News

Checkout.com Triples Valuation to $5.5bn in Series B Fundraise

Fintech News Desk
by Fintech News Desk0
Leading global payment solution provider Checkout.com becomes one of the most valuable fintechs globally. Today the company announces a $150m Series B funding round, tripling the value of the online international payments business. The $5.5bn valuation reflects a growing business demand for transformative online payment solutions that perform across all geographies and channels. Checkout.com’s......
iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform
Fintech Investment Services News

iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform

Fintech News Desk
by Fintech News Desk0
 iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has entered into an agreement to acquire the alternative investments feeder fund platform from Wells Fargo’s Global Alternative Investments (GAI) division. As a part of the transaction,......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
Pagaya Announces $102 Million Series D Funding Round
Artificial Intelligence Capital Markets Fintech Fintech Funding Investment Services News

Pagaya Announces $102 Million Series D Funding Round

Fintech News Desk
by Fintech News Desk0
Forever-changing asset management, Pagaya sets a new standard with its technology Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management and institutional investment,  announced a $102 million Series D funding round led by a prominent strategic financial institution. Aflac Global Ventures (the venture capital holding......
William D. Green Joins Advisor360° Board of Directors
Fintech News

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Fintech News Desk
by Fintech News Desk0
Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth management industry WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises......
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