Search Results for: wealth management technology

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
Dakota Wealth Management to Acquire Persimmon Capital Management
Investments News

Dakota Wealth Management to Acquire Persimmon Capital Management

Fintech News Desk
by Fintech News Desk0
Strategic acquisition expands footprint into the Philadelphia area Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA. With the addition of Persimmon, Dakota Wealth Management now......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
by Fintech News Desk0
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership
Investments News

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Criptonite AM, an innovative Swiss wealth management company, announced its strategic partnership with Wave Financial (Wave), a SEC regulated digital asset investment manager founded in 2018 with over $500 million in assets under management. The partnership will bring together the experience of traditional Swiss wealth management and the technology focus of one of......
NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards
Banking Business Finance Fintech News

NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards

Fintech News Desk
by Fintech News Desk0
NICE Actimize uses AI and advanced analytics across anti-money laundering and surveillance so customers achieve the true benefits of intelligent automation NICE Actimize, a NICE business, was named “Best Compliance” technology solutions provider by WealthBriefing European Awards 2021. Sponsored by WealthBriefing, a publication of Clearview Financial Media and a leading......
Technology Association of Georgia Announces Final Agenda for Fintech South
Banking Digital Fintech News

Technology Association of Georgia Announces Final Agenda for Fintech South

Fintech News Desk
by Fintech News Desk0
Special Guests Include Recording Artist Chris “Ludacris” Bridges, Two-Time NBA All-Star and Entrepreneur Baron Davis and “Mulan” Actor and Activist Jimmy Wong Technology Association of Georgia (TAG) announces the full agenda for Fintech South, the southeast’s largest event dedicated to financial innovation. The virtual conference, taking place June 22 – 24, will......
ComplySci Announces $120 Million Growth Investment From K1 Investment Management
Fintech News

ComplySci Announces $120 Million Growth Investment From K1 Investment Management

Fintech News Desk
by Fintech News Desk0
Leading Enterprise Software-Focused Private Equity Firm Joins Existing Investors in ComplySci as Company Reports Strongest Financial Performance Ever in Q1 2021 Capital Will Support New and Enhanced Solutions to Benefit Fast-Expanding Roster of Leading Financial Services Customers K1 to Help Drive Accelerated Growth and Expansion Opportunities for ComplySci ComplySci, the......
Zoe Financial Announces Record Quarter Milestones
Finance Fintech News

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them,......
PayNearby Appoints New Chief Technology Officer to Accelerate Technological Innovation
Banking Digital Payments Fintech News

PayNearby Appoints New Chief Technology Officer to Accelerate Technological Innovation

Fintech News Desk
by Fintech News Desk0
The company continues to invest in strengthening its executive team with the appointment of new CTO, Vivek Viswanathan PayNearby, India’s leading branchless banking and digital payments network, announced that Vivek Viswanathan has joined its executive team as the Chief Technology Officer. Vivek brings to the team deep technical experience –......
Nirvana Technology Hires Global Fintech Visionary Dipanjan Bhattacharjee as Chief Operations Officer
Banking Digital Fintech News

Nirvana Technology Hires Global Fintech Visionary Dipanjan Bhattacharjee as Chief Operations Officer

Fintech News Desk
by Fintech News Desk0
Nirvana Technology (Nirvana), a global digital bank, announces the appointment of Dipanjan Bhattacharjee as its Chief Operations Officer. The global banking and fintech executive joins Nirvana’s founding leadership team as they embark on the mission to help families progress up the credit and savings ladder while attaining a money-life balance. “Dipanjan’s broad expertise......
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