Search Results for: wealth management technology

HUB Analytics Officially Launches, Pioneering a New Era in Financial Insights
Artificial Intelligence Finance Fintech News

HUB Analytics Officially Launches, Pioneering a New Era in Financial Insights

PR Newswire
by PR Newswire0
HUB Analytics is breaking ground in the financial industry with the introduction of cutting-edge financial modeling, budgeting and forecasting tools. HUB Analytics is an all-in-one platform that enables businesses of all sizes, and especially small businesses, to make strategic and data-driven decisions about their company’s finances. “Leveraging advanced AI models......
JUSTPAID.IO,-AI-POWERED-FINANCE-PLATFORM,-ANNOUNCES-AVALARA-INTEGRATION
Artificial Intelligence Finance Fintech News

Justpaid.io, Ai-powered Finance Platform, Announces Avalara Integration

PR Newswire
by PR Newswire0
JustPaid, a leading digital FinTech innovator and AI revenue platform, has just announced the introduction of a tax partner into their software: Avalara. Avalara will be an option when billing through JustPaid, as JustPaid’s AI technology will be reading billing information and calculating tax based on what is charged from......
Stax Payments Appoints Valentin Neiconi as Chief Risk Officer
Finance Fintech News

Stax Payments Appoints Valentin Neiconi as Chief Risk Officer

Business Wire
by Business Wire0
Risk and fraud executive brings over a decade of experience to elevate processes to drive more frictionless experience for merchants and partners Stay Payments, a leading payment technology provider, has appointed Valentin Neiconi as Chief Risk Officer. Neiconi brings more than 15 years of experience in risk and fraud management......
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Global Fintech Series Interview with Christy Johnson, Chief Product Officer at Versapay

Paroma Sen
by Paroma Sen0
Christy Johnson, Chief Product Officer at Versapay talks about the latest trends defining the current payments landscape while sharing her vision for Versapay’s product roadmap in this short chat with Global Fintech Series: ________ Hi Christy, tell us about yourself and your experience in the tech market, what are you most looking......
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Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion
Fintech Fintech Funding News

Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion

Business Wire
by Business Wire0
Funds will fuel the company’s strategic initiatives, global growth, and advancement of its AI-driven financial technology platform for alternative investors Canoe Intelligence (“Canoe”), the financial technology company powering smarter alts management, today announced the completion of its Series C financing round of $36 million, led by Growth Equity at Goldman......
Futu Announces Uplift of Type 1 License to Include Virtual Asset Dealing Service
Investment Services News

Futu Announces Uplift of Type 1 License to Include Virtual Asset Dealing Service

GlobeNewswire
by GlobeNewswire0
Futu Holdings Limited (“Futu” or the “Company”) (Nasdaq: FUTU), a leading tech-driven online brokerage and wealth management platform, today announced that its wholly-owned subsidiary, Futu Securities International (Hong Kong) Limited (“Futu Securities”), has upgraded its Type 1 license to include virtual asset dealing service by Hong Kong Securities and Futures......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
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