Search Results for: wealthtech

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......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
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......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
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