Search Results for: wealth management technology

Osborn Insurance Group Partners With Integrity to Bring Cutting-Edge Technology to Agents and Clients
InsurTech News

Osborn Insurance Group Partners With Integrity to Bring Cutting-Edge Technology to Agents and Clients

Fintech News Desk
by Fintech News Desk0
Integrity’s insurtech focus, culture and values perfectly align with those of the Missouri-based IMO, positioning Osborn for a new phase of service and growth Integrity Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in life, health and wealth solutions, announced it has acquired Osborn Insurance Group, an independent marketing organization......
SEI Expands Security-Backed Lending Offering with Nationwide Smart Credit, Powered by Supernova Technology
Lending News

SEI Expands Security-Backed Lending Offering with Nationwide Smart Credit, Powered by Supernova Technology

Fintech News Desk
by Fintech News Desk0
Strategic Partnership Positions Advisors to Continue to Deliver Holistic Wealth Planning SEI announced a strategic partnership with Supernova Technology (Supernova), adding Nationwide Smart Credit to the nearly 50 technology integrations and strategic partnerships available to independent advisors through the SEI Wealth Platform. Latest Fintech Insights: Morningstar Launches Wealth Management Solutions Group To Connect Capabilities......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
Digital Wealth News Surpases 100,000 Unique Visitors In January 2022
Fintech News

Digital Wealth News Surpases 100,000 Unique Visitors In January 2022

Fintech News Desk
by Fintech News Desk0
Innovative Fintech and Wealthtech Media Company Continues to Provide Platform for Reporting, Opinion and Education Around Cutting Edge Technology for the Wealth Management Industry Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
InTouch Wealth Advisors Joins Cetera
Finance News

InTouch Wealth Advisors Joins Cetera

Fintech News Desk
by Fintech News Desk0
$186 million Scottsdale practice joins Cetera via Wilde Wealth Management Cetera Financial Group, one of America’s largest networks of financial professionals, announced that InTouch Wealth Advisors, led by industry veteran financial professionals Jason Benedetti, Gus Dekavallas and Larry Ritter, has joined Cetera as part of Wilde Wealth Management. Founded in 2015, InTouch......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers
Digital Asset Management News

Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers

Fintech News Desk
by Fintech News Desk0
Integration Creates First Full-Service Digital Asset Custodian for Advisors Gemini announced the acquisition of BITRIA, formerly Blockchange Inc., a digital asset portfolio management platform with a rich feature set designed for wealth and asset managers. The integration of BITRIA’s technology with Gemini’s custody and exchange capabilities provides advisors with access......
US Banks Turn to Technology Providers to Transform Business, Compete Against FinTechs
Banking Business News

US Banks Turn to Technology Providers to Transform Business, Compete Against FinTechs

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens report sees traditional banks facing competition from digital financial services providers and increasing customer demand for digital services The US banking industry has accelerated its digital transformation over the past year in response to the COVID-19 pandemic, and banks are looking to technology service providers to help......
1