Search Results for: wealth management technology

Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News Risk Management

CCG IQ Expands Underwriting Services Through Strategic Acquisitions

Fintech News Desk
JMI Reports, The UIS Group, and Cox & Smith Risk Management join CCG IQ to enhance loss prevention services  CCG IQ, a leader in tech-enabled insurance services, continues to gain momentum and a national presence in the underwriting space through the recent acquisitions of JMI Reports, The UIS Group, and......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
KinerjaPay Corp. in Discussions With Strategic Investor to Explore Synergistic and Collaborative Alliances English
Blockchain Business Fintech News

KinerjaPay Corp. in Discussions With Strategic Investor to Explore Synergistic and Collaborative Alliances English

Fintech News Desk
KinerjaPay Corp., an Indonesian-based fintech and mobile payment solution Company based in Jakarta, announced that its Chief Executive Officer, Mr. Edwin W. Ngis in discussions to explore synergistic and collaborative alliances with strategic investor Kozjin International Group (Kozjin). Kozjin is an innovative fintech company using blockchain technology across its portfolio of businesses......
Bango Enables Carrier Billing Subscriptions for Hatch Gaming Platform
Fintech News

Bango Enables Carrier Billing Subscriptions for Hatch Gaming Platform

Fintech News Desk
Bango, the mobile commerce company, announces it has launched carrier billing payment services for Hatch, the monthly subscription based 5G games streaming platform. Following an initial launch with a leading mobile operator in the USA, customers can now subscribe to Hatch Premium Gaming by conveniently paying on their monthly phone......
Coronavirus Pandemic: How Deutsche Bank Is Able to Be Part of the Solution in India
Featured Fintech Fintech Radar

7 Effects of Covid-19 on the Chinese Fintech Market

Paroma Sen
Believed to have originated in the Chinese province of Wuhan toward the end of 2019, COVID-19 was officially identified and named on February 11, 2020, by the World Health Organization. As of March 6, the coronavirus has spread to over 80 countries around the globe, including the UK and the......
Lyle Weintraub, CFP Joins Bleakley Financial
Fintech News

Lyle Weintraub, CFP Joins Bleakley Financial

Fintech News Desk
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
Future FinTech Announces Shanchun Huang as New CEO
Blockchain Investment Services News

Future FinTech Announces Shanchun Huang as New CEO

Fintech News Desk
Future FinTech Group Inc., a company that engages in blockchain based e-commerce, announced that its board of directors appointed Mr. Shanchun Huang (also known as Shawn Shanchun Huang) as the Company’s Chief Executive Officer and a director of the Board, effective March 4, 2020. Mr. Yongke Xue resigned as the Chief Executive Officer of the Company......
Finix Extends Series B to $75 Million to Help SaaS Companies Build Better Digital Payments Experiences
Banking Fintech Fintech Funding News

Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer Finix

Fintech News Desk
Penny Pritzker, former U.S. Secretary of Commerce, Founding Partner of Inspired Capital, and Founder and Chairman of PSP Partners, has invested additional capital into fast-growing payments infrastructure provider, Finix, and has joined the company’s board of directors. Finix, a leader in embedded payments infrastructure, announced today that Penny Pritzker, former......
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