Tag : wealth management

Skience Adds Best Interest Validation System RightBRIDGE
Finance Fintech News

Skience Adds Best Interest Validation System RightBRIDGE

Fintech News Desk
by Fintech News Desk0
Skience’s wealth management solutions are enjoying increased demand this quarter following its showcase at Future Proof which will be accelerated by its RightBRIDGE integration Skience, a leading financial services solution and consulting provider, announced its integration with CapitalROCK’s RightBRIDGE Best Interest Validation System in addition to gaining several industry awards and......
Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners
Finance Investment Services News

Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners

Fintech News Desk
by Fintech News Desk0
Firm sought partner to invest in and amplify growth trajectory Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced the acquisition of WealthPartners located in Ridgeland, Mississippi. “Our firm has reached an inflection point in growth, and a relationship with Bluespring Wealth Partners was the......
Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort
Investment Services News

Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort

Fintech News Desk
by Fintech News Desk0
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has secured a $140 million credit facility to support the next phase of the partnership’s development and fuel its future growth. The facility was led by Apogem Capital LLC, with support from Manulife Investment Management, and Cynosure Investment Partners, LLC. “This event speaks......
FLX Networks Secures $10 Million in Strategic Investments, Led by Barings
Finance Investment Services News

FLX Networks Secures $10 Million in Strategic Investments, Led by Barings

Fintech News Desk
by Fintech News Desk0
Allianz Life Ventures and Broadridge Financial Solutions join asset manager, rounding out global investment in modernized model FLX Networks, the technology platform modernizing the engagement between asset and wealth management firms, announced a capital raise of $10 million. The growth equity round, which values the company at approximately $50 million, was......
Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform
Investments News

Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
Innovative enterprise software streamlines workflows for advisors across the full life-cycle of alternative investment funds +SUBSCRIBE, the leading platform for centralizing and managing private market fund transactions, announced its selection by Oppenheimer & Co. Inc, a leading global private bank and wealth management business, to provide a custom alternative investment......
NIBANK Partners with TEMENOS to Launch Banking-as-a-Service Platform
Banking News

NIBANK Partners with TEMENOS to Launch Banking-as-a-Service Platform

Fintech News Desk
by Fintech News Desk0
The Caribbean bank will use Temenos Banking Cloud to deliver outstanding customer experiences and create a Banking-as-a-Service platform Temenos, the world’s leading open platform for composable banking, announced that NIBank has gone live with TEMENOS to digitally transform its retail banking and private wealth business lines. The TEMENOS Banking Cloud supports daily......
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities
Fintech Investments News

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities

Fintech News Desk
by Fintech News Desk0
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital, the global fintech platform driving access to alternative investments for the wealth management......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
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