Search Results for: wealth management technology

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......
AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM
Fintech Investment Services News Risk Management

AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, continues to expand its client base, with the addition of a number of MiFID II clients. The recent wins include a tier one Asian sovereign wealth fund, as well as a leading ETF provider focused on fixed income solutions for......
Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies
Business Fintech News

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced that Jed Plafker has been named executive vice president of Global Alliances and New Business Strategies. In this newly created position, Plafker will be responsible for the expansion of the company’s digital wealth management and distribution-related financial technology, ensuring that the firm fully harnesses these capabilities for......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments
Capital Markets Fintech News

Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments

Fintech News Desk
by Fintech News Desk0
Francisco Partners (FP) announced the closing of approximately $10 billion in capital commitments across three funds: Francisco Partners VI, L.P., a $7.45 billion equity fund, Francisco Partners Agility II, L.P., a $1.5 billion equity fund, and FP Credit Partners, L.P., a $750 million opportunistic credit fund. Each fund was substantially......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
by Fintech News Desk0
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
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