Tag : wealth management

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy
Finance Investment Services News

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Fintech News Desk
by Fintech News Desk0
Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener,......
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation
Investment Services News

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation

Fintech News Desk
by Fintech News Desk0
New Capital, Including Investment from Franklin Templeton, to Accelerate the Digitization of Alternative Investments Access, Education, and Execution CAIS, the leading alternative investment platform, announced a $225 million round of funding led by Apollo and Motive Partners, with additional investment from Franklin Templeton, which values CAIS at more than $1......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Mesirow Selected to Join Farm Credit Dealer Group
Finance Fintech Funding News

Mesirow Selected to Join Farm Credit Dealer Group

Fintech News Desk
by Fintech News Desk0
Firm joins premier group of Bond Dealers and Banks selected to support the financial needs of rural communities and U.S. agriculture Mesirow, an independent, employee-owned financial services firm, announced that the firm has been selected as the newest member in the Bond and Designated Discount Note Selling Groups of the......
BMO Financial Group Announces Expansion of Commercial Banking Operations
Banking News

BMO Financial Group Announces Expansion of Commercial Banking Operations in Florida

Fintech News Desk
by Fintech News Desk0
Team focused on providing mid-market customers throughout the state with access to BMO’s full array of financial services and industry expertise BMO Financial Group has expanded its commercial banking operations in Florida, announcing new leaders in South Florida, West Florida and Central/North Florida regions. The Florida commercial banking team will continue to be overseen by Marty......
Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office
Investments News

Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said that Mark Maggioncalda has been hired as a senior wealth advisor in its Radnor, PA, office. In his new role, Maggioncalda will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and......
Unifimoney Announces Integration with Q2's Digital Banking Platform
Finance News

Unifimoney Announces Integration with Q2’s Digital Banking Platform to Offer Digital Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions can now access Unifimoney’s digital wealth management services via Q2 Innovation Studio Unifimoney, a turnkey digital wealth management platform, announced its availability within the Q2 Innovation Studio, making its trading platform pre-enabled to 450+ financial institutions (FIs) on the Q2 digital banking platform. As banks and credit unions......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
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