Search Results for: wealth manager

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital
Finance News

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital

Fintech News Desk
by Fintech News Desk0
Investment follows immediate revenue growth post launch as wealth managers embrace solution to accelerate the Client Acquisition, Proposal Management, and Retention process (“CAPM & R”) VRGL, Inc (“VRGL”), a provider of institutional-grade analytics and automated data extraction to the wealth management industry, today announced it has raised $15 million in a......
Next Generation of Innovative Insurtech Companies to Join Accelerator
InsurTech News

Next Generation of Innovative Insurtech Companies to Join Accelerator

Fintech News Desk
by Fintech News Desk0
Startup accelerator, gener8tor, and two leading organizations in the insurance space, Allianz Life Insurance Company of North America (Allianz Life) and Securian Financial, announced today the five participants of the 2022 OnRamp Insurance Accelerator: Botdoc, ForwardLane, Manifest, Nestimate and White Swan. Latest Fintech News: Interactive Brokers Expands Cryptocurrency Trading The startup......
UBS Investor Sentiment Investor Optimism Drops on Inflation and Geopolitical Concerns
Investments News

UBS Investor Sentiment Investor Optimism Drops on Inflation and Geopolitical Concerns

Fintech News Desk
by Fintech News Desk0
Though concerned about the stock market, the economy and their retirement savings, investors continue to seek opportunities Optimism among high-net-worth investors dipped to early-pandemic levels on continuing concerns about the economic and market impact of inflation and the war in Ukraine, according to the latest quarterly Investor Sentiment survey from......
Third Avenue Joins the FLX Networks Platform
Investment Services News

Third Avenue Joins the FLX Networks Platform

Fintech News Desk
by Fintech News Desk0
Third Avenue Management LLC a U.S.-based investment adviser and leading value investing firm, announced that it has joined the FLX Networks (“FLX”) platform, the innovative network that modernizes, simplifies, and drives unique engagement between asset managers and financial advisors. Latest Fintech News: Vontobel Completes Acquisition of UBS Swiss Financial Advisers......
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Finance News

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

Fintech News Desk
by Fintech News Desk0
Vontobel will become the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes The transaction is part of Vontobel’s long-term growth strategy in the US UBS USA will continue to refer clients with a US connection seeking regionally diversified strategies in a Swiss based......
Carefull Further Bridges Generations for Banks and Advisors with New Platform Features
Banking News

Carefull Further Bridges Generations for Banks and Advisors with New Platform Features

Fintech News Desk
by Fintech News Desk0
To foster relationship continuity between seniors and their adult children, Carefull launches Vault and Trusted Contacts Carefull, the first digital platform built to protect and manage the daily finances of older adults, announced two new product features: Vault and Trusted Contacts. Integrated into the Carefull platform, these state-of-the-art features directly......
Credit Suisse Asset Management's Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion
Investment Services News

Credit Suisse Asset Management’s Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion

Fintech News Desk
by Fintech News Desk0
Credit Suisse Asset Management’s Credit Investments Group (“CIG”) announced the final close of its Private Credit Opportunities Fund (PCO), CIG’s first direct lending-focused fund, with USD 1.67 billion in capital commitments. Latest Fintech News: Scott Stephenson Joins Buckle as Chairman of the Board PCO seeks to generate attractive risk-adjusted returns primarily by......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Compass Financial Technologies and Marex to Collaborate on Digital Asset Investment Solutions
Investment Services News

Compass Financial Technologies and Marex to Collaborate on Digital Asset Investment Solutions

Fintech News Desk
by Fintech News Desk0
Compass Financial Technologies, a Swiss and French based EU regulated index provider and Marex Solutions, Marex’s hedging and investment solutions arm that specialises in customised derivative products, collaborate to offer digital asset investment solutions for institutional investors. Marex will leverage the expertise of Compass which designs BMR compliant crypto indices......
Banking News

iCapital Announces Strategic Investment from Bank of America

Fintech News Desk
by Fintech News Desk0
Investment builds upon partnership supporting Merrill and Private Bank advisors Strengthens iCapital’s position as the industry-wide solution of choice for banks and wealth managers iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that Bank of America......
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