Search Results for: wealthtech platform

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
William D. Green Joins Advisor360° Board of Directors
Fintech News

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Fintech News Desk
by Fintech News Desk0
Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth management industry WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises......
Tequity's Client VennScience Has Been Acquired by PureFacts
Fintech News

Tequity’s Client VennScience Has Been Acquired by PureFacts

Fintech News Desk
by Fintech News Desk0
Tequity, an M&A advisory firm with an exclusive focus on global enterprise software and IT companies, acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This strategic acquisition enriches and extends PureFacts’......
PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
Business Fintech News

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Read More: GloveBox Platform Update Allows Access Via Web Application reduced revenue and the......
Lithuania’s Fintech Landscape in 2019 and 2020 Startup Map
Fintech News

Lithuania’s Fintech Landscape in 2019 and 2020 Startup Map

Fintech News Desk
by Fintech News Desk0
2019 was a key year for Lithuania’s fintech sector, with the number of companies in the sector rising to more than 200 and the country being recognized as one of the most dynamic fintech hubs globally, according to a new report by Invest Lithuania, the Lithuanian investment promotion agency. Top Globalfintechseries.com Insights: Swan......
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