Search Results for: wealth manager

Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Business News

VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Business Fintech Fintech Funding

Qualis Capital Announces Strategic Partnership With WealthShield And Wealth Advisor Growth Network

Fintech News Desk
by Fintech News Desk0
Qualis Capital LLC today announced their strategic partnership to be the exclusive alternative investment solution for both WealthShield and Wealth Advisor Growth Network (WAGN).  With technology being a key component in every day business, and the need for access to quality alternative investments in the High Net Worth community on......
World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty
Fintech Investment Services News

World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty

Fintech News Desk
by Fintech News Desk0
High Net Worth Individual1 (HNWI) wealth and population grew by almost 9% globally in 2019 despite a global economic slowdown, international trade wars and geopolitical tensions, finds the World Wealth Report 2020 from Capgemini. North America and Europe took the lead with around 11% and 9% growth respectively, surpassing Asia-Pacific (with 8%) for the......
UBS Advisor Gail Konstantin Named to Forbes/ SHOOK list of Top Women Wealth Advisors
Fintech News

UBS Advisor Gail Konstantin Named to Forbes/ SHOOK list of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
UBS announced that Gail Konstantin, a Senior Vice President and Financial Advisor in the Firm’s White Plains, NY Office, has been named to Forbes/SHOOK list of Top Women Wealth Advisors for 2020. “On behalf of UBS, I extend my sincerest congratulations to Gail for being recognized by Forbes in their......
Objectway Wins XCelent Depth of Service Award in Celent "Wealth Management Client Onboarding Platforms" Report
Fintech Investment Services News

Objectway Wins XCelent Depth of Service Award in Celent “Wealth Management Client Onboarding Platforms” Report

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms.” This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client......
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