Search Results for: wealth manager

Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023
Finance News

Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023

Fintech News Desk
by Fintech News Desk0
Sheetal Ray joins as COO, Raphael Zagury as CIO and Head of Research, Guarav Gollerkeri as GM of Swan Personal, and Guilherme Gomes as CRO Swan, leading Bitcoin financial services firm, announces four new senior hires this month, to help lead the company’s continued growth through the current economic downturn.......
City National Bank Launches National Lending Initiative to Support Entrepreneurs and Potential Homebuyers in Underserved Communities
Lending News

City National Bank Launches National Lending Initiative to Support Entrepreneurs and Potential Homebuyers in Underserved Communities

Fintech News Desk
by Fintech News Desk0
New Special Purpose Credit Programs (SPCPs) will help entrepreneurs and potential homebuyers access capital City National Bank announced that it will launch an expansive new lending initiative in underserved communities nationwide. City National has a strong history of supporting and lending to small businesses, dating back to its founding by......
The Easy Company Unveils the First Social Wallet for Web3
Fintech Funding News

The Easy Company Unveils the First Social Wallet for Web3

Fintech News Desk
by Fintech News Desk0
“Easy” launches to make Web3 more accessible and safe; Lobby Capital leads company’s $14.2 million seed funding round The Easy Company officially launched Easy, the world’s first social wallet. Designed with full cross-chain functionality, Easy combines beautiful, user-curated profiles with engaging social discovery features to help users navigate and discover the vibrant world......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
Alvarium Tiedemann Holdings Enters into New $250 Million Credit Facility
Finance Investment Services News

Alvarium Tiedemann Holdings Enters into New $250 Million Credit Facility

Fintech News Desk
by Fintech News Desk0
Provides financial flexibility to execute growth initiatives and serve its global clients more efficiently Alvarium Tiedemann Holdings, Inc. announced that it has entered into a $250 million credit facility with a syndicate led by BMO Capital Markets Corp. (“BMO”). The facility, which is comprised of a $150 million revolving credit......
QNET Advocates for Financial Literacy in Women Through FinGreen Programme in Turkey
Finance Fintech News

QNET Advocates for Financial Literacy in Women Through FinGreen Programme in Turkey

Fintech News Desk
by Fintech News Desk0
QNET is proud to partner with the Foundation for The Support of Women’s Work (KEDV) in Istanbul, Turkey, to improve financial literacy among women. The partnership is part of QNET’s signature financial literacy programme, FinGreen, which aims to foster financial autonomy and inclusion for vulnerable groups, such as women, by addressing knowledge gaps and empowering......
OppFi Closes $150 Million Credit Facility
Finance Investment Services News

OppFi Closes $150 Million Credit Facility

Fintech News Desk
by Fintech News Desk0
OppFi Inc., a leading financial technology platform that powers banks to help the everyday consumer gain access to credit, announced that subsidiaries of the Company have closed a $150 million credit facility with an affiliate of Castlelake L.P. as lender. Affiliates of Hudson Cove Capital Management LLC are also participating......
Elizabeth Park Capital Management and Calvert Impact selected to co-manage Mission Driven Bank Fund
Finance News

Elizabeth Park Capital Management and Calvert Impact selected to co-manage Mission Driven Bank Fund

Fintech News Desk
by Fintech News Desk0
Anchor investors Microsoft, Truist tap firms to invest in MDI and CDFI banks Elizabeth Park Capital Management (Elizabeth Park) and Calvert Impact announced they are teaming up on an investment fund to invest in mission-driven U.S. banks. The Mission Driven Bank Fund (the Fund) will be established to support Minority Depository Institutions......
Apex Fintech Solutions and Unifimoney Announce Partnership
Fintech News

Apex Fintech Solutions and Unifimoney Announce Partnership

Fintech News Desk
by Fintech News Desk0
Enables community financial institutions to equip account holders with access to a full suite of digital wealth management services Apex Fintech Solutions, the powerhouse enabling seamless access, frictionless investing, and scalable infrastructure for hundreds of leading fintech companies, announced a partnership with Unifimoney Inc. (“Unifimoney”) a multi asset digital wealth management......
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