Search Results for: wealth management technology

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin
Fintech Funding News

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin

Fintech News Desk
by Fintech News Desk0
Equiteq, the Leading M&A Advisory Firm for Companies in the Knowledge Economy, Is Pleased to Announce That It Has Advised Choice Financial Solutions (“Choice FS”), a Leading US and European Fintech Firm Focused on Consumer Deposit Automation, on Its Sale to Raisin, a Pan-European Wealth Management Fintech Firm. Launched in......
Confluence Appoints Annabel Giles as Chief Human Resource Officer
Business Fintech News

Confluence Appoints Annabel Giles as Chief Human Resource Officer

Fintech News Desk
by Fintech News Desk0
The New CHRO Will Develop and Execute a People Strategy to Support Confluence’s Next Phase of Growth Following the Firm’s 2019 Acquisition of StatPro. Confluence Technologies, Inc., a global technology solutions provider delivering innovative products to the worldwide money management industry, announced the appointment of Annabel Giles to the newly......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020
Banking Fintech News

FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced results for its first quarter ended November 30, 2019. First Quarter Fiscal 2020 Highlights Revenues increased 4.3% or $15.0 million to $366.7 million compared with $351.6 million for the same period in fiscal 2019. The increase......
Phoenix Finance Ranked in the "2019 KPMG China Fintech 50"
Fintech Fintech Funding News

Phoenix Finance Ranked in the “2019 KPMG China Fintech 50”

Fintech News Desk
by Fintech News Desk0
On December 23rd, KPMG officially announced the list of “2019 KPMG China Fintech 50” and held the awards ceremony for “2019 KPMG China Fintech 50” in Beijing. Phoenix Finance, a comprehensive intelligent financial service platform established by Phoenix TV Group for global Chinese, was selected for its development and applying of fintech......
Aylien Raises €5 Million to Identify and Analyze Risk Events in Real-time in the Financial Services and Risk Intelligence Space Using AI
Fintech Fintech Funding News

Aylien Raises €5 Million to Identify and Analyze Risk Events in Real-time in the Financial Services and Risk Intelligence Space Using AI

Fintech News Desk
by Fintech News Desk0
Aylien, a leading provider of AI-powered risk intelligence and financial analytics solutions, has announced details of its Series A funding round of €5 million. The latest investment is led by Finch Capital who is joined by existing investors, Atlantic Bridge University Fund, SOSV, and Enterprise Ireland. Finch Capital’s Partner Hans De Back has also joined Aylien’s board......
Fintech Fintech Startups News

InterGen Data Selected for 2020 MassChallenge FinTech Program

Fintech News Desk
by Fintech News Desk0
InterGen Data joins the MCFT20 cohort of top Fintech Startups for 6-Month MassChallenge FinTech Program InterGen Data, Inc., an AI-driven technology provider of proprietary AI software solutions and machine learning algorithms for banking, wealth management, insurance and fintech companies has been selected for the 2020 Mass Challenge FinTech program. InterGen......
BMO Financial Group Announces Executive Appointments
Banking News

BMO Appoints Sri Dronamraju as Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
BMO Financial Group named Sri Dronamraju as Chief Information Security Officer (CISO).  The appointment is effective January 6, 2020. Mr. Dronamraju will oversee the bank’s global strategy for cyber security. Reporting to both Larry Zelvin, Head Financial Crimes, and Ken Librot, US Chief Technology and Operations Officer, Mr. Dronamraju will have offices in Toronto and Chicago, with......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
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