Search Results for: wealth manager

Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community
Analytics B2B Finance News

Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community

PR Newswire
by PR Newswire0
Reflects Strong Interest From Leading Wealth Management-Related Firms For Sponsored Content Opportunities Across Email, Articles And Custom Content Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – announced the launch of its inaugural sponsored content and advertising program. Concurrently, WSR......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development
Fintech Funding News

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

PR Newswire
by PR Newswire0
The round was co-led by Pivot Investment Partners and UBS Droit, a technology firm at the forefront of computational law and regulation, announced it has closed a $23 million Series B investment in its latest funding round. The round was led by Pivot Investment Partners and UBS, the leading global wealth......
Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Fintech News

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm

PR Newswire
by PR Newswire0
Sanctuary Wealth, home to the next generation of elite advisors, welcomed Chappell Wealth Management as its latest partner firm. The seven-person team based in The Woodlands, Texas, is led by Brent Chappell, CFP, CIMA, Brad Chappell, CIMA, Michael Mills, CFP, and Spencer Carlson, CFA. With close to $1.5 billion in assets under management (AUM), the team......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel
Investment Services News

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

Fintech News Desk
by Fintech News Desk0
Alts Demand Continues to Rise Amid Challenging Market CAIS, the leading alternative investment platform, announced that Reverence Capital Partners, a global investment firm focused on private equity and structured credit, will onboard select alternative investment strategies to the CAIS platform as it seeks to expand and diversify their shareholder base......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
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