Search Results for: wealth manager

RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider
Fintech News

RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider

Fintech News Desk
by Fintech News Desk0
STP Investment Services, a global financial technology company offering front, middle and back-office support, as well as investment operations outsourcing servicing more than $340 billion in total assets, has been selected by RadiantESG Global Investors to act as its all-inclusive operational services and platform solution. “As an asset manager focused on next......
Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App
Digital Payments Fintech News

Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App

Fintech News Desk
by Fintech News Desk0
Mogo Inc., a digital payments and financial technology company, announced a new partnership with CI Investment Services Inc. to provide a range of back office services to support MogoTrade, Mogo’s upcoming commission free stock trading app. CI Investment Services is a leading Canadian broker-dealer that provides a wide range of......
Stake Announces Closing of $4 Million Seed Capital Investment
Fintech News

Stake Announces Closing of $4 Million Seed Capital Investment

Fintech News Desk
by Fintech News Desk0
Stake is creating the future of FinTech powered real estate with Cash Back rewards Stake—the first company creating the future of FinTech powered real estate with Cash Back rewards— announced that it has closed its seed funding of over $4 million. The round was led by Shadow Ventures, a thesis centered venture......
d1g1t Announces Strategic Partnership With Raymond James Correspondent Services
Investments News Risk Management

d1g1t Announces Strategic Partnership With Raymond James Correspondent Services

Fintech News Desk
by Fintech News Desk0
Business unit of one of the world’s leading independent wealth management companies has begun to integrate d1g1t’s technology into its platform Agreement solidifies Toronto-based FinTech firm’s growth trajectory, building upon $16 million (CAD) fundraising round earlier this year   d1g1t Inc., the first provider of an enterprise wealth management platform powered by......
J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience
Fintech News

J.P. Morgan Asset Management Launches New Guide to the Markets Mobile-Based Augmented Reality (AR) Experience

Fintech News Desk
by Fintech News Desk0
Developed in collaboration with Coffee Labs, the smartphone and tablet-enabled platform offers clients a new way to access interactive analysis on major economic themes impacting markets and investors  J.P. Morgan Asset Management announced the launch of the award-winning Guide to the Markets which includes a mobile-based augmented reality (AR) experience, offering clients......
DPI Raises One of the Largest Africa Funds at US$900m to Invest in Innovation-Led Companies
Fintech Investments News

DPI Raises One of the Largest Africa Funds at US$900m to Invest in Innovation-Led Companies

Fintech News Desk
by Fintech News Desk0
Development Partners International (DPI), a premier investment firm focused on Africa, announced that African Development Partners III Fund (ADP III), has exceeded its US$800 million target, and is set to hold a final close at US$900 million, with an additional US$250m of dedicated co-investment capital. This brings a total of......
Mountain America Credit Union Launches MyInvest Micro-investing Platform
Banking Investments News

Mountain America Credit Union Launches MyInvest Micro-investing Platform

Fintech News Desk
by Fintech News Desk0
Mountain America Credit Union is proud to announce the launch of its MyInvest platform, a new automated micro-investment manager. MyInvest makes it easy for Mountain America members to start investing with as little as $5. The platform is easy to access, has minimal fees, and can be customized to users’ personal preferences and risk tolerance.......
Krissy Davis Named Leader of Deloitte's US Investment Management Sector
Investments News Risk Management

Krissy Davis Named Leader of Deloitte’s US Investment Management Sector

Fintech News Desk
by Fintech News Desk0
Davis, a 24-year Deloitte veteran, is the first woman to lead this key sector serving more than 90% of global Fortune 500 financial services companies Deloitte announced that Krissy Davis has been named the leader of its U.S. investment management sector, a key strategic area that serves nine out of 10......
iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market
Fintech News

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market

Fintech News Desk
by Fintech News Desk0
Expands iCapital’s suite of alternative investments available to financial advisors and augments distribution capabilities Strengthens commitment to financial advisor education iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), a leading end-to-end......
Grow Credit Announces Two Key Hires to Rapidly Scale Financial Inclusion Platform
B2B Finance Fintech News

Grow Credit Announces Two Key Hires to Rapidly Scale Financial Inclusion Platform

Fintech News Desk
by Fintech News Desk0
Acorns’ Head of Accounting and Business Operations Joins Grow Credit as VP of Finance Grow Credit, a financial inclusion platform committed to building credit and improving credit scores, announced two key leadership hires for positions in finance and sales. Zach Cooper joins as VP of Finance, and Craig Stanton joins......
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