Search Results for: wealth manager

SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform

Fintech News Desk
by Fintech News Desk0
Global Atlantic joins SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Global Atlantic Financial Group (“Global Atlantic”) in a move that expands SIMON’s annuities platform and digital marketplace......
Standard Chartered taps Gloat to create virtual internal marketplace for workforce
Banking Business Fintech News

Standard Chartered Private Bank Appoints Grant Parkinson to Lead Business Out of London

Fintech News Desk
by Fintech News Desk0
Standard Chartered Private Bank is pleased to announce the appointment of Grant Parkinson as Regional Head, Private Banking, Europe, Africa and Middle East, subject to regulatory approval. Read More: DRC Enters Gartner Magic Quadrant for P&C Core Platforms Grant brings with him many years of private banking experience to Standard Chartered. As Chief......
RealBlocks Secures $7 Million in Series A Financing to Enable and Scale Digital Access to the Surging Alternative Investments Market
Blockchain Fintech Investment Services News

RealBlocks Secures $7 Million in Series A Financing to Enable and Scale Digital Access to the Surging Alternative Investments Market

Fintech News Desk
by Fintech News Desk0
RealBlocks, a technology platform that enables access to alternative investments, announced a $7 million Series A financing round, bringing its total investment amount to $10.7 million. The round was oversubscribed and led by new investor Crosslink Capital, a prominent venture investor based in Palo Alto that manages over $1.8 billion......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Banking Fintech News

Blockchange Adds DeFi Support and New Assets to Its Digital Asset Management Platform for RIAs

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors. The additions, which include ten Decentralized Finance (DeFi) tokens, will allow wealth managers to offer a much broader base of digital assets in response to growing interest from investors.......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Fintech Investment Services News

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence

Fintech News Desk
by Fintech News Desk0
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency SEI (NASDAQ: SEIC) today announced enhancements to its Archway PlatformSM to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators. SEI......
ABAKA Announces Global Partnership with Intel
Artificial Intelligence Fintech News

ABAKA Announces Global Partnership with Intel

Fintech News Desk
by Fintech News Desk0
ABAKA has joined the Intel AI Builders ecosystem to foster the next generation of AI for banks, wealth managers and retirement providers, and drive the adoption of ABAKA’s Artificial Intelligence digital solutions for the financial industry ABAKA, the world leader in digital saving and retirement enterprise SaaS solutions powered by Artificial Intelligence,......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
InvestEdge Acquired by Featheringill Capital
Capital Markets Fintech Investment Services News

InvestEdge Acquired by Featheringill Capital

Fintech News Desk
by Fintech News Desk0
InvestEdge, Inc., the leading provider of compliance software to financial institutions, announced that Featheringill Capital has acquired a majority interest in the company.  Senior management supported and participated in the transaction, as it allows InvestEdge to better serve its customers with enhanced products and support.  Featheringill’s backing solidifies InvestEdge’s financial......
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