Search Results for: wealthtech platform

Boosted.ai Appoints Geoffrey Clauss as Chief Revenue Officer
Artificial Intelligence Finance News

Boosted.ai Appoints Geoffrey Clauss as Chief Revenue Officer

Business Wire
by Business Wire0
Boosted.ai, the pioneer in generative AI for finance, announced that Geoff Clauss has joined Boosted.ai as Chief Revenue Officer (CRO). “His stewardship will be instrumental in achieving our ambitious goals and continuing to deliver efficiency and productivity gains to our asset manager clients.” Geoff brings a wealth of experience and......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities
Fintech News

Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities

PR Newswire
by PR Newswire0
Wealthtech and Fintech platform built exclusively for creators to help realize undiscovered revenue opportunities and understand their market value Bump, the wealthtech and financing platform for creators, announced that it has raised $3 million in seed funding. Investors in the round include Impact X Capital, Capitalize VC, Serac Ventures, Tristan Walker’s Heirloom Ventures,......
Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings
Digital Payments News

Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings

PR Newswire
by PR Newswire0
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, have announced......
Banking Featured Finance Fintech Fintech Primers InsurTech Technology

Top 10 YouTube Channels For Fintech Banking

Pooja Choudhary
by Pooja Choudhary0
Do you want to be abreast of the newest developments in fintech, finance, banking, insurance, business, stock market, financial news, technology, entrepreneurship, and investing? If so, you should subscribe to the best YouTube channels that cover these topics and more. Stop right there! We’ve done the legwork and found the......
B2B Banking Digital Featured Finance Fintech Radar Markets

Top 45 B2B Fintech Newsletters You Can Subscribe

Pooja Choudhary
by Pooja Choudhary0
Are you a fintech nerd? Are you frequently looking out for some fintech news? Do you wish to sharpen the sword of your financial knowledge? Are you confused about the newsletter subscriptions by not bombarding your inbox with useless content? Well, you have landed at the right blog by one......
Deutsche Bank And Scalable Capital Reportedly Engaged
B2B Banking Investment Services News

Deutsche Bank And Scalable Capital Reportedly Engaged

Fintech Staff Writer
by Fintech Staff Writer0
A prospective investment Over the course of the past year, Deutsche Bank has steadily expanded its investing and advice offerings. A German business publication, Deutsche Bank, the largest bank in Germany, is in preliminary talks with Scalable Capital, a digital investing and broking platform, about a prospective investment or partnership......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
by Business Wire0
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
GM Sectec and Sumo Logic Partner to Simplify PCI Compliance
Analytics News Security

GM Sectec and Sumo Logic Partner to Simplify PCI Compliance

PR Newswire
by PR Newswire0
New First-of-a-kind offering bundles powerful cloud-based SIEM with managed services and strategic guidance from security experts to simplify the path to PCI compliance GM Sectec, a global leader in payment security, and Sumo Logic, a SaaS analytics platform to enable reliable and secure cloud-native applications, announced a partnership to develop Security Analytics. This......
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