Search Results for: wealth management technology

Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades
Digital Asset Management News

Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades

Fintech News Desk
by Fintech News Desk0
DeFinity, an institutional digital asset ECN and DeFi marketplace for fiat FX, Cryptocurrencies and Central Bank Digital Currencies, partners with Cobalt, a market infrastructure provider focused on re-engineering the institutional FX and digital asset markets to facilitate real–time clearing, settlement and dynamic risk and credit management. The combined technology of......
Wealthface Launches Advanced Investing App
Investment Services News

Wealthface Launches Advanced Investing App

Fintech News Desk
by Fintech News Desk0
The platform offers Face X for Local AED Free Transfers Wealthface, an Investment management company, announced the launching of its Invest App for passive investors in the Middle East and in the United States on Android and IOS. Wealthface offers expert investment services through a blend of investment options, advanced Fintech, and professional......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
by Fintech News Desk0
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
SVB Financial Group Acquires Technology Equity Research Firm MoffettNathanson LLC
Fintech News

SVB Financial Group Acquires Technology Equity Research Firm MoffettNathanson LLC

Fintech News Desk
by Fintech News Desk0
Acquisition expands SVB’s Tech Investment Banking Capabilities SVB Financial Group, the parent of Silicon Valley Bank, announced its continued expansion into technology investment banking with the acquisition of MoffettNathanson LLC, a New York-based independent sell-side research firm known for its coverage of high-growth, disruptive companies in the Media, Communications and Technology sectors. The acquisition enables SVB’s......
FNZ To Acquire Appway to Accelerate Financial Institutions' Digital Transformation And Open-Up Wealth Together
Digital Fintech News

FNZ To Acquire Appway to Accelerate Financial Institutions’ Digital Transformation And Open-Up Wealth Together

Fintech News Desk
by Fintech News Desk0
 The acquisition will accelerate the deployment of personalised propositions at scale across the financial services industry, enabling up to 90% faster client onboarding. – Appway’s award-winning low-code no-code workflow automation solution will extend FNZ’s position as the industry’s leading global wealth management platform and continues their investment in next-generation technology. – FNZ......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
DriveWealth Partners with Bank of Georgia Through its Investment Banking Subsidiary Galt & Taggart to Bring Affordable Access to U.S. Equities in the Country of Georgia
News Trading

DriveWealth Partners with Bank of Georgia Through its Investment Banking Subsidiary Galt & Taggart to Bring Affordable Access to U.S. Equities in the Country of Georgia

Fintech News Desk
by Fintech News Desk0
DriveWealth’s embedded investing technology democratizes U.S. investment opportunities for Georgian population DriveWealth, LLC, a pioneer in fractional investing and embedded finance, announced a partnership with Bank of Georgia through its investment banking subsidiary Galt & Taggart. Bank of Georgia is the leading universal bank in Georgia catering to nearly 2.6 million users. DriveWealth’s real-time fractional trading technology......
Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index
Cryptocurrency News

Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index

Fintech News Desk
by Fintech News Desk0
Onramp Invest to provide the Separately Managed Accounts (SMA) platform to Registered Investment Advisors (RIAs); Gemini to serve as the trading platform and custodian Ritholtz Wealth Management (RWM) and WisdomTree announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.......
Paysafe: US In-store SMBs Embrace Payments Technology Alongside Cash Acceptance
Digital Payments News

Paysafe: US In-store SMBs Embrace Payments Technology Alongside Cash Acceptance

Fintech News Desk
by Fintech News Desk0
Paysafe-commissioned research reveals cash’s comeback in-store even as retailers and merchants adopt eCommerce checkouts, contactless payments and explore crypto Close to three quarters (71%) of U.S. small and mid-sized businesses (SMBs) that primarily sell through physical stores now have eCommerce checkouts, with 19% of these merchants diversifying online during the......
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