Search Results for: wealth manager

Covr Financial Technologies Announces New Head of Sales
Banking News

Covr Financial Technologies Announces New Head of Sales

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Read More: Telepin......
eMoney Advisors Partner with Anexinet For Financial-App Scaling
Banking Fintech News

eMoney Advisors Partner with Anexinet For Financial-App Scaling

Fintech News Desk
by Fintech News Desk0
Ongoing Expansion Continues to Improve It Processes Through Digital Transformation Anexinet Corporation, a leading provider of digital business solutions, announced that eMoney Advisor (eMoney) has selected Anexinet to expand its production environment across an HPE Synergy platform. This new platform provided eMoney with a network infrastructure aligned with a hybrid IT......
Symphony MediaAI Appoints Mark Moeder as CEO
Business News

Symphony MediaAI Appoints Mark Moeder as CEO

Fintech News Desk
by Fintech News Desk0
Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective immediately. Moeder will lead Symphony MediaAI, a SymphonyAI Group portfolio company, into its next phase of growth, enhancing the existing......
Coinsbit Organizes the Largest Blockchain Conference in History
Blockchain Cryptocurrency News

Coinsbit Organizes the Largest Blockchain Conference in History

Fintech News Desk
by Fintech News Desk0
Coinsbit cryptocurrency exchange organized the largest blockchain conference in the history of such events. The exchange has also announced building a global blockchain marketplace in two month with several stable coins used for payments. Instead of the expected 10,000, almost 14,000 people interested in the industry visited CHAIN 2020. These are record......
RiskFirst Targets North America Growth With Hire of Former PBGC CEO
Fintech Funding Fintech Radar News

RiskFirst Targets North America Growth With Hire of Former PBGC CEO

Fintech News Desk
by Fintech News Desk0
CEO Charles Millard Joins Riskfirst as the Fintech Firm Further Expands Its Presence and Db Pensions Capabilities in the USA and Canada. Fintech company RiskFirst (A Moody’s Analytics Company) has appointed Charles Millard to develop its North American defined benefit (DB) pensions client base, which includes pension plans, consultants and......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
by Fintech News Desk0
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
BBVA USA Goes Virtual With Financial Education
Banking News

BBVA USA November Recap: Appointments, Entrepreneurship and New Campaign

Fintech News Desk
by Fintech News Desk0
Appointments: BBVA USA promotes Dillan Knudson to Houston CEO and Jon Rebello to Austin CEO; the bank also appoints personnel in various business units. Entrepreneurship: BBVA USA announces the overall winners for two of the bank’s small business initiatives. New Campaign: BBVA USA rolls out its biggest broadcast and digital......
PitchBook Launches Interactive Dashboard to Track European Venture Capital Investment in Female-Founded Companies
Fintech Fintech Startups News

PitchBook Releases 2020 Outlooks for Emerging Technology, Private Equity and Venture Capital

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, recently released its 2020 Emerging Tech Outlook, 2020 Private Equity Outlook and 2020 Venture Capital Outlook. The annual reports include detailed predictions on the investment and industry trends that PitchBook analysts foresee impacting the coming year. Each report also includes a scorecard......
O'Melveny to Add Five New Partners in 2020
News

O’Melveny to Add Five New Partners in 2020

Fintech News Desk
by Fintech News Desk0
Five outstanding lawyers reflecting O’Melveny broad capabilities and commitment to diversity have been named to the firm’s 2020 partner class: Matthew Hinker (New York), Tracie Ingrasin (New York), Madhu Pocha (Century City), Laurel Loomis Rimon (Washington DC), and Sevda Staykova (London). “Our new partners are rising stars in their respective practice areas,” said Bradley J. Butwin, chair of O’Melveny. “They have......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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