Search Results for: wealthtech platform

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance News

OneVest Raises $17 Million and Launches Wealth-as-a-Service Platform

Business Wire
by Business Wire0
OneVest enables banks, wealth managers, asset managers, and other financial institutions to deploy digital capabilities across the enterprise Wealth-as-a-Service platform, OneVest, announced CAD$17M in Series A funding as it aims to dramatically improve the wealth management experience for both financial institutions and their customers. The round, which is led by......
Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Finance Fintech News

Zoe Financial Selects BridgeFT’s WealthTech API to Power Its Data Connectivity and Infrastructure

PR Newswire
by PR Newswire0
Zoe will use BridgeFT’s WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that Zoe Financial, a wealth......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
ALLINDEX Selects BridgeFT's WealthTech API as its Primary Source for Data Aggregation
Investment Services News

ALLINDEX Selects BridgeFT’s WealthTech API as its Primary Source for Data Aggregation

PR Newswire
by PR Newswire0
ALLINDEX’s Platform Leverages Multi-Custodial Data from BridgeFT’s WealthTech-as-a-Service Offering to Fuel the Swiss-Based Company’s Growth in North America BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that ALLINDEX, a high-growth, global custom......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
by Business Wire0
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List
Finance Fintech News

Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List

Fintech News Desk
by Fintech News Desk0
The recognition underscores Apex’s commitment to driving the modernization of the financial services industry Apex Clearing Corporation, the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that it has been named to FinTech Global’s 2021 WealthTech100 list. The prestigious list recognizes the world’s most innovative......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
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