Search Results for: wealth manager

Afterpay Taps Mastercard Executive as New General Manager of North America
Business Fintech News

Afterpay Taps Mastercard Executive as New General Manager of North America

Fintech News Desk
Afterpay, the leader in “Buy Now, Pay Later” payments, announced that it has appointed Zahir Khoja as General Manager of North America. Zahir will be responsible for key functions of the North American business including sales, client relationships, business growth and partnerships, as the company continues its rapid market expansion. Previously, Zahir......
Exchange Bank Announces Thomas Sands, Vice President, Regional Sales Manager
Banking News

Exchange Bank Announces Thomas Sands, Vice President, Regional Sales Manager

Fintech News Desk
Exchange Bank announces Thomas Sands as vice president, regional sales manager, responsible for overseeing Exchange Bank’s southern region. Exchange Bank welcomes Thomas Sands as vice president, regional sales manager, responsible for overseeing Exchange Bank’s southern region. Thomas comes to Exchange Bank with a strong background and hands-on credit experience from......
Shannon Allmon Joins BlockFi as General Manager of Retail
Cryptocurrency Digital Fintech News

Shannon Allmon Joins BlockFi as General Manager of Retail

Fintech News Desk
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced that Shannon Allmon has joined the company as General Manager of Retail. Mr. Allmon will be responsible for developing and executing programs, services, and products crafted for the needs of BlockFi’s......
NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards
Banking Business Finance Fintech News

NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards

Fintech News Desk
NICE Actimize uses AI and advanced analytics across anti-money laundering and surveillance so customers achieve the true benefits of intelligent automation NICE Actimize, a NICE business, was named “Best Compliance” technology solutions provider by WealthBriefing European Awards 2021. Sponsored by WealthBriefing, a publication of Clearview Financial Media and a leading......
Digital Asset Manager Wave Financial Crosses $500 Million AUM Landmark
Cryptocurrency Digital Finance Fintech Investments News

Digital Asset Manager Wave Financial Crosses $500 Million AUM Landmark

Fintech News Desk
– Regulated digital asset manager experiences rapid growth of AUM in its wealth & treasury management and funds divisions – Income and capital growth strategies attract assets from HNWIs, family offices and blockchain protocols  Wave Financial LLC (Wave), the Registered Investment Advisor for digital assets, is pleased to announce that it......
Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List
Finance Fintech News

Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List

The recognition underscores Apex’s commitment to driving the modernization of the financial services industry Apex Clearing Corporation, the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that it has been named to FinTech Global’s 2021 WealthTech100 list. The prestigious list recognizes the world’s most innovative......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
Digital Fintech Investments News

Objectway in WealthTech100 List Of Tech Companies Transforming The Global Investment And Banking Industries

Objectway, a leader in the Digital Wealth & Asset Management software, has been included in the annual WealthTech100 list for the third year in a row. The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News Risk Management

PINTEC to Acquire Jishengtai in Expanding Fully Digitized Securities Brokerage and Wealth Management Platform

Fintech News Desk
Pintec Technology Holdings Limited , a leading independent technology platform enabling financial services in China, announced that it has entered into an agreement to acquire all of the equity interest in Shenzhen Jishengtai Technology Co. Ltd (“JST”), a securities technology firm based in Shenzhen, China.  JST internally designs and fully implements an......
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