Search Results for: wealth manager

The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders
Fintech Fintech Funding Investment Services Lifestyle News

Fund Management Companies Enjoy Significant Followings on Alipay Open Digital Lifestyle Platform

Fintech News Desk
by Fintech News Desk0
Alipay, the world’s leading open digital lifestyle platform, revealed that 82 fund management companies in China have collectively attracted over 120 million followers on their official corporate accounts on Alipay as of June 9, 2020. Further, 128 of 143 fund management companies in China are now offering products and services......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Openinvest Closes $10.5 Million Series a1 Strategic Financing Round
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
by Fintech News Desk0
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Brex Announces Three Acquisitions to Bolster Product
Blockchain Fintech News

Brex Announces Three Acquisitions to Bolster Product

Fintech News Desk
by Fintech News Desk0
New companies enhance Brex Security, Ecommerce Product, and Infrastructure Brex, the corporate card that accelerates entrepreneurs and scaling businesses, announced three acquisitions that add meaningful engineering and product talent to its ranks. Read More: GlobalFintechSeries Interview with Tim Kelly, CEO & Founder at BitOoda “Brex is committed to helping growing businesses......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
iTrustCapital Releases New Revolutionary Physical Gold Product on IRA Platform Utilizing Kitco Metals
Cryptocurrency Investment Services News

iTrustCapital Survey: Millennials Are More Likely to Choose Bitcoin as the Best Investment During a Coronavirus Pandemic

Fintech News Desk
by Fintech News Desk0
iTrustCapital, a trading platform for cryptocurrencies and physical gold in retirement accounts, conducted a survey asking respondents what asset they felt was the best investment during a pandemic outbreak of the coronavirus. Respondents aged 30 to 44 were twice as likely to prefer Bitcoin or other cryptocurrencies than any other......
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