Search Results for: wealthtech

Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Mobile Banking News Trading

Niyo Acquires Wealthtech Start-Up Goalwise; Aims To Target Millennials

Fintech News Desk
by Fintech News Desk0
In a bid to expand its product offering to the millennials, Niyo, India-based digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform. The Covid-19 pandemic has significantly increased the demand for digital banking and related services. Niyo is well-placed to use this opportunity to rapidly expand its user......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis
Fintech News

Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Objectway, a leading software provider of wealth management digital solutions with customers in four continents, announced the offer of a licence-free period to any new subscription to its digital offering committed to in 2020. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal The......
Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
Finance Fintech News

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Business Wire
by Business Wire0
Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. “We recognize that the ever expanding universe of foundational Generative AI models, more......
FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
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