Search Results for: wealth management technology

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers
Fintech Investments News

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

Fintech News Desk
by Fintech News Desk0
SIMON expands its industry leading, advisor-facing technology platform to launch the wealth industry’s first digital end-to-end alternative fund marketplace, providing access to a full suite of investment opportunities from leading asset managers Powered by +SUBSCRIBE’s state-of-the-art electronic subscription document technology, the marketplace will enable financial advisors to centralize their activity......
DriveWealth Partners with Fintech Unicorn Toss Securities to Give South Koreans Unprecedented Access to U.S. Stock Market for the First Time
Fintech Investment Services News

DriveWealth Partners with Fintech Unicorn Toss Securities to Give South Koreans Unprecedented Access to U.S. Stock Market for the First Time

Fintech News Desk
by Fintech News Desk0
DriveWealth democratizes investment opportunities for Millennials and first-time investors through fractional trading technology DriveWealth, LLC, a pioneer in fractional investing and embedded finance, announced its partnership with Toss Securities to offer safe and easy international investing services for Millennials and stock trading beginners. Toss Securities is a subsidiary of Viva Republica,......
FeeX Tapped By Priority Financial Group to Power Held-Away Account Management
Fintech News

FeeX Tapped By Priority Financial Group to Power Held-Away Account Management

Fintech News Desk
by Fintech News Desk0
PFG’s Retirement Plan Center gives advisors a platform to monitor, trade and report on client 401(k)s and other held-away assets Priority Financial Group (PFG) announced it has partnered with FeeX, a financial technology provider, to power the firm’s Retirement Plan Center. The Center will allow advisors to securely trade and manage clients’......
Wealthface Launches Advanced Trading Platform
Finance Fintech Investments News Trading

Wealthface Launches Advanced Trading Platform

Fintech News Desk
by Fintech News Desk0
– Announcement follows Robo-Advisor launch – Platform offers MENA user-friendly trading platform – Platform offers trades in the US market at a low cost – Platform offers fractional shares solution and a Basket of stocks – Platform offers tailored factor investing portfolios with Halal Islamic option Wealthface, an Investment management......
Mobilum Technologies Announces Management Changes
Digital Asset Management Digital Payments News

Mobilum Technologies Announces Management Changes

Fintech News Desk
by Fintech News Desk0
Mobilum Technologies Inc., a technology-driven company making traditional finance accessible through digital payment infrastructure and digital asset management technologies, is pleased to announce the appointment of Michael Vogel as Chief Executive Officer of Mobilum and Wojciech Kaszycki as President. Michael Vogel Mr. Vogel is currently a director of the Company. He is a well-known......
Soon Partners with Central Payments, Visa, Galileo to Underpin Automated Wealth Engine
Banking Fintech News

Soon Partners with Central Payments, Visa, Galileo to Underpin Automated Wealth Engine

Fintech News Desk
by Fintech News Desk0
Soon, a consumer wealth management platform, announced major partnerships to accelerate the release of its automated wealth engine via the Soon Visa Debit Card. Banking and debit card partnerships are essential to Soon’s product, and they are also the most complex and crucial components of a debit card program. This......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
by Fintech News Desk0
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
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