Search Results for: wealth management technology
FinMason Expands Sales Team
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
Empower Closes $20 Million Series A Financing to Build AI-Powered Mobile Banking App Designed for Millennials
Funding will be used to fuel growth and product innovation as Empower reimagines consumer banking for today’s generation Empower, a high-growth mobile banking app in the US challenger bank category, announced $20 million in Series A funding. The financing included participation from new investors Icon Ventures, Defy Ventures, and David Velez, Founder and......
LiquidityBook Adds Duet Group to Client Roster
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Huobi Launches Its Own Blockchain In Public Beta
Huobi Group announced the public testnet launch of Huobi Chain, an open-source public blockchain designed for providing a global, blockchain-based, digital asset financial infrastructure. The high-performance decentralized finance (DeFi) chain is now live for beta testing. Created in partnership with technical development partner Nervos, Huobi Chain provides a regulator-friendly blockchain framework......
Blucora Announces Appointment of Mark Ernst and Jana Schreuder to the Board Of Directors
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, today announced the appointment of Mark Ernst and Jana Schreuder to the Company’s Board of Directors. Both appointments are effective March 1, 2020 and increase the number of independent directors from five to seven as part of......
EVO Payments Appoints Mark A. Chancy to Board of Directors
EVO Payments, Inc., a leading global provider of payment technology integrations and acquiring solutions, announced that Mark A. Chancy has been appointed to EVO’s Board of Directors effective March 1, 2020. Mr. Chancy brings over 30 years of extensive financial services experience to EVO’s Board of Directors. Mr. Chancy most......
Investing Platform M1 Finance Surpasses $1 Billion in Assets, Joining Exclusive Fintech Club
M1 Finance, the free smart money management platform, announced it has surpassed $1 billion in assets on its platform. M1 reached this milestone in less time from launch and with less venture funding than other fintech platforms, including Wealthfront, Betterment, Stash, and Acorns. “M1 Finance is built for the ‘engaged......
Colin Greene Appointed CEO of Licentia Group and MYPINPAD
The former Apple Senior Executive will take MYPINPAD’s PIN on Mobile technology to the global market MYPINPAD announces that Colin Greene has been appointed Licentia Group and MYPINPAD CEO, to spearhead the global deployment of its PCI-certified PIN on Mobile solution and rapidly emerging contactless on smart device technology. Colin arrives......