Search Results for: wealthtech

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Finance News

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

Fintech News Desk
by Fintech News Desk0
Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech Envestnet announced organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech. The new structure is designed to......
Stephen Schroder Joins JAM FINTOP to Support JAM FINTOP Blockchain Fund
Blockchain News

Stephen Schroder Joins JAM FINTOP to Support JAM FINTOP Blockchain Fund

Fintech News Desk
by Fintech News Desk0
JAM FINTOP announced the hiring of Stephen Schroder to help source, diligence and monitor companies for the recently launched JAM FINTOP Blockchain fund. He will also engage with the JAM FINTOP Network to identify areas of interest in blockchain innovation for regulated financial institutions. JAM FINTOP Blockchain invests in infrastructure,......
Fintech Unicorn DriveWealth Appoints New Global CEO Following Rapid Global Expansion and Customer Growth
Fintech News

DriveWealth Appoints New Global CEO Following Rapid Global Expansion and Customer Growth

Fintech News Desk
by Fintech News Desk0
Former Senior Vice President, Global Head of Fintech and Crypto at Visa, Terry Angelos, to scale the business amid a growth inflection point DriveWealth, LLC, a global fintech infrastructure company that powers equity investing for fintechs, announced the appointment of Terry Angelos as Global Chief Executive Officer (CEO). This appointment......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
by Sudipto Ghosh0
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements
Compliance management News

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Fintech News Desk
by Fintech News Desk0
The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s secure document Vault with PureFacts’ financial data capabilities to improve compliance and streamline back-office administrative functions FutureVault Inc., an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for the wealth management and financial services industry, and......
Digital Wealth News Surpases 100,000 Unique Visitors In January 2022
Fintech News

Digital Wealth News Surpases 100,000 Unique Visitors In January 2022

Fintech News Desk
by Fintech News Desk0
Innovative Fintech and Wealthtech Media Company Continues to Provide Platform for Reporting, Opinion and Education Around Cutting Edge Technology for the Wealth Management Industry Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing......
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