Search Results for: wealthtech platform

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
VC Investment in Fintech More Than Doubles in Second Half of 2020 – Expected to Remain Strong Into 2021, According to KPMG’s Pulse of Fintech
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VC Investment in Fintech More Than Doubles in Second Half of 2020 – Expected to Remain Strong Into 2021, According to KPMG’s Pulse of Fintech

Fintech News Desk
by Fintech News Desk0
Global fintech investment was US$105 billion in 2020 – the third highest annual total ever thanks to strong VC investment throughout the year US$71.9 billion in fintech investment (M&A, PE, and VC) in H2’20, compared to US$33.4 billion seen in H1’20 US$42 billion in fintech-focused VC investment makes 2020 second......
First Investments of AMTD ASEAN Solidarity Fund, Calvin Choi: Proud To Support The FinTech Community In Singapore
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First Investments of AMTD ASEAN Solidarity Fund, Calvin Choi: Proud To Support The FinTech Community In Singapore

Fintech News Desk
by Fintech News Desk0
AMTD Singapore Solidarity Fund Pte. Ltd., under AMTD ASEAN Solidarity Fund Group (“AMTD ASEAN Solidarity”), announced its first batch of investments in five innovative FinTech companies spanning across AI, SME financing solutions, insurtech, cross-border payment platform and card payment solutions. This first batch of investments amounted to S$11.5 million through a variety......
Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor
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Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor

Fintech News Desk
by Fintech News Desk0
January 21, 2021 Berlin-based WealthTech PaaS Elinvar successfully signs €25 million funding round to scale its multi-tenant platform, connecting the wealth management ecosystem. The lead investor for the round is Toscafund Asset Management (subject to approval of the BaFin, the federal office for financial supervision). Existing shareholders Ampega Asset Management,......
Generali and the APICIL Group Acquire a Stake in IZNES
Business Fintech InsurTech News

Generali and the APICIL Group Acquire a Stake in IZNES

Fintech News Desk
by Fintech News Desk0
Created in 2017 by a consortium of six management companies, IZNES is now backed by two new renowned investors: Generali and the APICIL Group, via its dedicated fund Insurtech Capital. They become respectively the first insurer and the first social protection group to enter IZNES capital. This strategic partnership accelerates......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
Objectway-Delivers-Full-Client-Lifecycle-Management-At-Brewin-Dolphin
Business Fintech News

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
PureFacts Financial Solutions Closes $20 Million Financing Round
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PureFacts Financial Solutions Closes $20 Million Financing Round

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading global WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, is pleased to announce it has closed a CAD $20 million financing from Scotiabank and Round 13 Capital. Read More: GlobalFintechSeries Interview with Humayun Sheikh, CEO and Founder at Fetch.ai PureFacts has closed a......
GlobalFintechSeries Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.
Business Fintech Fintech Startups Interviews

Global Fintech Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase!...
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