Search Results for: wealth manager

Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance
Finance News

Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance

Fintech News Desk
by Fintech News Desk0
Yieldstreet, a leading digital alternative investment platform, today announced its partnership with Collaborative WIM, a global alliance of CFA Societies, FPA Chapters, and industry groups created to further diversity, inclusion, and the advancement of female leaders of all backgrounds. This partnership furthers both Collaborative WIM’s and Yieldstreet’s shared goals of providing......
Pie Insurance Appoints Ekta Aggarwal to Chief Product Officer and Erin Mesick to Vice President of Finance
InsurTech News

Pie Insurance Appoints Ekta Aggarwal to Chief Product Officer and Erin Mesick to Vice President of Finance

Fintech News Desk
by Fintech News Desk0
Pie Insurance (“Pie”), an insurtech company specializing in workers’ comp insurance for small businesses, appointed two accomplished executives to its leadership team. Ekta Aggarwal joins the company as chief product officer and Erin Mesick joins as vice president of finance. Both Aggarwal and Mesick will leverage their unique experiences at industry-leading companies to......
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
Legado Acquires Consumer and B2B Bill Management Technology From WonderBill
B2B News

Legado Acquires Consumer and B2B Bill Management Technology From WonderBill

Fintech News Desk
by Fintech News Desk0
Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill. Launched in 2016, London-based WonderBill allowed consumers to manage all their household bills and subscriptions. The company was backed by Shell Ventures, Shell’s corporate venture capital arm. “We’ve got the backing of some of......
iCapital Completes Acquisition of SIMON Markets
Fintech News

iCapital Completes Acquisition of SIMON Markets

Fintech News Desk
by Fintech News Desk0
Marks a major milestone in the creation of the most comprehensive alternative investment marketplace for advisors by adding access to structured investments, annuities, and risk-managed solutions iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has......
Centric Bank Promotes Maura Cohen to Vice President, Director of Mortgage Services and Consumer Lending
Banking Mortgage News

Centric Bank Promotes Maura Cohen to Vice President, Director of Mortgage Services and Consumer Lending

Fintech News Desk
by Fintech News Desk0
Centric Bank has promoted Maura E. Cohen to Vice President, Director of Mortgage Services and Consumer Lending, announces Patricia (Patti) A. Husic, President & CEO of Centric Bank and Centric Financial Corporation (OTC Pink: CFCX). Latest Fintech News: SIGNiX Announces Partnership with American Bank Systems to Provide Secure Digital Signatures and Remote Online Notarizations for......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Graphene Investor Services Joins the Bosonic Network
Investment Services News

Graphene Investor Services Joins the Bosonic Network

Fintech News Desk
by Fintech News Desk0
Providing Wealth Management and Family Office clients with a turnkey solution to access the digital assets market  Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, has announced that Graphene Investor Services (Graphene I.S), a Digital Investment Services Matrix, has selected Bosonic as its provider for digital assets solutions. Latest Fintech......
Future Proof Announces Inaugural FintechX Demo Finalists
Fintech News

Future Proof Announces Inaugural FintechX Demo Finalists

Fintech News Desk
by Fintech News Desk0
10 cutting edge fintechs have been awarded the opportunity to demo their innovations live to thousands of financial professionals and industry leaders Advisor Circle, a product and content studio for the financial services industry, in partnership with Ritholtz Wealth Management, is pleased to announce an elite group of finalist presenters for the......
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