Search Results for: wealth management technology

Vista Equity Partners Announces Partial Exit of Zapproved to Legal GRC Platform Exterro
Investment Services News

Vista Equity Partners Announces Partial Exit of Zapproved to Legal GRC Platform Exterro

Fintech News Desk
by Fintech News Desk0
Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, announced the sale of its majority stake in Zapproved, an e-discovery software provider for corporate legal teams, to Leeds Equity Partners portfolio company Exterro, a provider of Legal Governance, Risk and Compliance (GRC)......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
by Fintech News Desk0
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023
Finance News

Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023

Fintech News Desk
by Fintech News Desk0
Sheetal Ray joins as COO, Raphael Zagury as CIO and Head of Research, Guarav Gollerkeri as GM of Swan Personal, and Guilherme Gomes as CRO Swan, leading Bitcoin financial services firm, announces four new senior hires this month, to help lead the company’s continued growth through the current economic downturn.......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
SOSV Announces the Spin-Out of WEB3 Startup Program dlab as a Standalone Fund
Blockchain News

SOSV Announces the Spin-Out of WEB3 Startup Program dlab as a Standalone Fund

Fintech News Desk
by Fintech News Desk0
The new fund, led by founding general partners Shawn Broderick and Nick Plante, will continue to invest in startups exploring new frontiers in decentralization and blockchain technology The global, multi-stage venture capital firm SOSV announced the spin-out of dlab, its startup program focused on decentralization and blockchain technologies, as a standalone fund, effective January 1, 2023.......
Commerce Investments News Technology

Fidelity Investments® Acquires Shoobx®, Bolstering Commitment To Equity Plan Capabilities For Private Companies

Fintech News Desk
by Fintech News Desk0
Fidelity Investments® announced it is furthering its commitment to the private market with the acquisition of Shoobx®, a leading provider of automated equity management operations and financing software for private companies at all growth stages, up to and including an initial public offering (IPO). Financial terms of the acquisition are not being......
Pasaca Capital and Honeywell Back Telesair with $22 Million Series A Round
Finance Fintech Funding News

Pasaca Capital and Honeywell Back Telesair with $22 Million Series A Round

Fintech News Desk
by Fintech News Desk0
Unique High Flow Oxygen Technology Makes Hospital-Quality Respiratory Care Accessible in the Home Honeywell and Telesair, Inc., an innovator of next generation respiratory care, jointly announced today that Telesair, Inc. has closed a total of $22 million Series A round financing led by Pasaca Capital with participation from existing and new......
Synechron Completes Integration of Payments Services and Solutions Provider Attra
Digital Payments News

Synechron Completes Integration of Payments Services and Solutions Provider Attra

Fintech News Desk
by Fintech News Desk0
Attra will operate under the Synechron brand as Synechron Payments, following full integration within Synechron Synechron, Inc., a leading global digital transformation consulting firm, announces that it has now fully integrated its subsidiary, Attra, a payments technology services and solutions provider headquartered in Melbourne, Australia, into the larger Synechron brand. Attra,......
authID Deploys Verified Human Factor Authentication Service with Tax Status
Finance News Security

authID Deploys Verified Human Factor Authentication Service with Tax Status

Fintech News Desk
by Fintech News Desk0
Verified™ stops account takeover with unphishable authentication for Tax Status’ enterprise partners authID, a leading provider of secure identity authentication solutions, announced that Tax Status, a leading provider of official tax data and IRS account monitoring, has launched the full suite of authID’s identity authentication services. Tax Status implemented authID’s......
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