Search Results for: wealth management technology

AllocateRite Announces Hiring of New President and Chief Executive Officer
Fintech Fintech Startups Investment Services News Risk Management

AllocateRite Announces Hiring of New President and Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce world class Internet pioneer and technology expert Ted Theocheung has joined AllocateRite as President and Chief Executive Officer to lead our innovative FinTech......
Reynolds and Reynolds Selects FIS as its Exclusive Integrated Payment Processing Provider
Artificial Intelligence Fintech News

FIS Teams with FICO on Advanced Anti-Money Laundering Solution For U.S. Financial Institutions

Fintech News Desk
by Fintech News Desk0
Technology leader FIS announced that it is teaming with FICO, a leader in predictive analytics and financial crime prevention, to build an advanced anti-money laundering (AML) solution that will help North American financial institutions keep ahead of increasingly sophisticated money launderers and other financial criminals. Read More: How Coronavirus is Impacting......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech Investment Services News

Eton Solutions Raises $11.1 Million to Extend Cloud-Based Family Office Platform

Fintech News Desk
by Fintech News Desk0
Eton Solutions, L.P. (Eton), the provider of the cloud-based AtlasFive technology platform for ultra-high net worth wealth management, has closed on an investment round of $11.1 million, bringing total investment in the company and platform to over $20 million. The round was led by existing investors, clients and members of......
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,......
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