Search Results for: wealth manager

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
Business Finance News

Leading Australian Wealth Firm Selects Broadridge to Grow Securities Finance Business

Fintech News Desk
by Fintech News Desk0
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimising their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc., a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area......
Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion
Fintech News

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Fintech News Desk
by Fintech News Desk0
David McIntosh, with Over Ten Years of Financial Services Experience, to Head-Up Firm’s Presence in Idaho Capital Move is Consistent with Fast-Growing RIA’s Strategy of Becoming the Leading Wealth Manager Across the Broader Northwest Coldstream Wealth Management (“Coldstream”) announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
GBank Financial Holdings Inc. Announces New SVP/National Sales Manager, George D. Andreaus
Banking Fintech News

GBank Financial Holdings Inc. Announces New SVP/National Sales Manager, George D. Andreaus

Fintech News Desk
by Fintech News Desk0
GBank Financial Holdings Inc. (“GBank” or the “Company”), the parent company for Bank of George (the “Bank”), announced the addition of their new Senior Vice President/National Sales Manager for Bank of George, George D. Andreaus. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance Energy Efficiency-as-a-Service Technology Platform Mr. Andreaus reports to Nancy......
Fundviews Capital LLC announced today the launch of Fundviews Digital, bringing their end-to-end service to Digital Asset Managers
Digital Asset Management News

Fundviews Capital Llc Announced The Launch Of Fundviews Digital, Bringing Their End-to-end Service To Digital Asset Managers

Fintech News Desk
by Fintech News Desk0
Fundviews Capital’s Fund Management Platform provides wealth managers and asset managers with a solution to outsource the legal structure, back office, marketing, and compliance aspects of fund management. Using the Fundviews Capital platform, you can launch a fund in as little as 3 weeks, for a fraction of the usual......
Button Finance Appoints Amanda Niswonger as Senior Account Manager; Continues Expansion of Mortgage Broker Relationships
Finance Mortgage News

Button Finance Appoints Amanda Niswonger as Senior Account Manager; Continues Expansion of Mortgage Broker Relationships

Fintech News Desk
by Fintech News Desk0
Sales Leader Will Continue Expanding Button Finance’s Mortgage Broker Relationships Button Finance, Inc., a fintech mortgage lender focused on home equity, announced the appointment of Amanda Niswonger as Senior Account Manager, focusing on developing and nurturing institutional mortgage broker relationships. Amanda will report to CEO Jason Harris. Latest Fintech Insights: Morningstar......
Laurel Road Brings on Financial Therapist to Strengthen 'Mental Wealth' Initiatives
Finance News

Laurel Road Brings on Financial Therapist to Strengthen ‘Mental Wealth’ Initiatives

Fintech News Desk
by Fintech News Desk0
Aja Evans, LMHC, to support members at the intersection of mental health and financial wellbeing Laurel Road, a digital banking platform of KeyBank with specialized offerings for healthcare and business professionals, announced it has engaged Aja Evans, a licensed mental health counselor (LMHC) based in New York City, as a Financial......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
Southstate Adds Top Producers To Commercial, Wealth Teams
Banking News

Southstate Adds Top Producers To Commercial, Wealth Teams

Fintech News Desk
by Fintech News Desk0
SouthState Bank continues to expand its Commercial and Wealth lines of business with top-tier talent, adding nine bankers to its team. Latest Fintech Insights: GBank Financial Holdings Inc. Announces Quarterly Operating Earnings “SouthState’s cultural cornerstones of local market leadership, creating remarkable experiences and developing meaningful and lasting relationships resonate not only......
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