Search Results for: wealthtech

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......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

Enhance Selects FinMason to Deliver Sophisticated Investment Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has been selected by Enhance Group, a specialist reporting and advice provider for global fiduciaries, to deliver portfolio and security-level investment analytics that will present a complete picture of the......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
GROUNDFLOOR Stimulus Program Launches to Keep Real Estate Development Capital Flowing During COVID-19
Fintech News

GROUNDFLOOR Stimulus Program Launches to Keep Real Estate Development Capital Flowing During COVID-19

Fintech News Desk
by Fintech News Desk0
With more than $10 million repaid on over 50 investments in March alone, the wealthtech platform continues to demonstrate the power of retail investors and decentralized capital markets GROUNDFLOOR, the wealth tech platform that allows everyone to build wealth through real estate, announced the launch of a new program to......
FinMason Enters Redistribution Agreement With Refinitiv
Fintech Investment Services News

FinMason Enters Redistribution Agreement With Refinitiv

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Refinitiv to redistribute Lipper data. Under the terms of this agreement, FinMason will be able to redistribute Lipper data through their proprietary API – which also delivers......
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......
GROUNDFLOOR Rolls out Short-Term Investment Opportunities, Providing Secured Investments During Market Volatility
Fintech Investment Services News

GROUNDFLOOR Rolls out Short-Term Investment Opportunities, Providing Secured Investments During Market Volatility

Fintech News Desk
by Fintech News Desk0
GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, is unveiling new investment products, designed specifically for those who desire short-term, secured investment opportunities during this period of market volatility. The new product line, GROUNDFLOOR Notes, is similar to publicly issued, non-traded secured debt. It features......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
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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