Search Results for: wealth manager

Maanch Launches The Engagement Tracker Tool for Facilitating ESG Stewardship
Banking News

Maanch Launches The Engagement Tracker Tool for Facilitating ESG Stewardship

Fintech News Desk
by Fintech News Desk0
Maanch Ltd announced the launch of The Engagement Tracker, a tool that enables asset managers and investors to automate data capture, analysis, and reporting of all their engagements with their portfolio companies on ESG related matters. Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to Strengthen......
Real Estate Finance Rising Star Pablo Clarke Joins Paul Hastings from Latham & Watkins
Fintech News

Real Estate Finance Rising Star Pablo Clarke Joins Paul Hastings from Latham & Watkins

Fintech News Desk
by Fintech News Desk0
Paul Hastings, a global law firm with elite teams in real estate, finance, restructuring, mergers and acquisitions, private equity and litigation, today announced that Pablo Clarke, a prominent real estate finance partner, has joined the firm’s Real Estate practice in Los Angeles from Latham & Watkins, LLP. Latest Fintech News: ServiceNow to Acquire Hitch......
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
Fintech News

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

Fintech News Desk
by Fintech News Desk0
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi + as Chairman and Chief Creative Officer respectively TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through......
Kiya.ai launches India's first-ever Banking Metaverse
Banking News

Kiya.ai launches India’s first-ever Banking Metaverse

Fintech News Desk
by Fintech News Desk0
Ever imagine being able to visit the bank branch virtually or conveniently discussing investment plans with an advisor? Well, the day is not far when individuals will be able to transact, access banking information and avail various banking products from the comfort of one’s home. Kiya.ai – one of the most......
eMoney Advisor Announces New Partnership with the BLX Internship Program
Digital Payments News

eMoney Advisor Announces New Partnership with the BLX Internship Program

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its new partnership with the BLX Internship Program, a 501c (3) organization that strives to provide an entry point to the financial planning profession for Black and Latinx individuals and increase diversity......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Acrisure Closes $725 Million Equity Funding, Valuing Business at $23 Billion
Featured InsurTech News

Acrisure Closes $725 Million Equity Funding, Valuing Business at $23 Billion

Fintech News Desk
by Fintech News Desk0
Valuation represents a 31% increase from last equity round Acrisure, a fast-growing Fintech leader that operates a top-10 global insurance broker, announced it has secured additional funding to fuel its ongoing global expansion further. Acrisure closed $725 million in Series B-2 Preferred Equity and received a $23 billion valuation, representing......
Manhattan Crypto Capital Trades in Disruptive Cryptographic Assets
Cryptocurrency Investment Services News

Manhattan Crypto Capital Trades in Disruptive Cryptographic Assets

Fintech News Desk
by Fintech News Desk0
This crypto fund specializes in the fastest-growing, highest-yielding crypto assets Manhattan Crypto Capital (MCC) is launching a private crypto investment fund that boasts the fastest-growing, highest-yielding assets with high performance in hard and soft assets. Built by a seasoned investor, this fund connects verified accredited investors with disruptive managers. With this......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
AIX Announces Technology Integration with The Sycamore Company
Investment Services News

Alternative Investment Exchange Announces Technology Integration with The Sycamore Company

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing at advisors’ fingertips. Sycamore is a provider of cloud-based financial technology solutions that enable front to back-office broker-dealer and RIA operations. This partnership immediately provides......
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