Tag : wealth management

Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team
Fintech News

Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has established a world-class executive team with the additions of three senior leaders to the organization. The refined leadership team comes in response to rapidly increasing client demand. “Their experience, energy and raw......
Lufax Releases First ESG Report Highlighting Commitment to Inclusive Finance
Fintech News

Lufax Releases First ESG Report Highlighting Commitment to Inclusive Finance

Fintech News Desk
by Fintech News Desk0
Report Outlines Achievements in Rural Revitalization, Empowering Small Businesses, Female Entrepreneurship, Carbon Neutrality and the Role of Technology Lufax Holding Ltd, a leading technology-empowered personal financial services platform in China, released its first Environmental, Social and Governance (ESG) report. The report highlights the Company’s long-term commitment to inclusive finance, improving access......
Babel Finance Opens Business Headquarters in Singapore, Appoints Shanshan Yu as CEO to Drive Expansion
Fintech News

Babel Finance Opens Business Headquarters in Singapore, Appoints Shanshan Yu as CEO to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Babel Asia to strengthen firm’s global crypto services offering with an emphasis on compliance Babel Finance, a leading global cryptocurrency financial services provider, today announced the opening of a business headquarters in Singapore named Babel Asia, with Shanshan Yu appointed Chief Executive Officer (CEO). Babel Asia will enhance the company’s role as a key crypto player......
Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
by Fintech News Desk0
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
New Hire Announcement- Managing Director of Investment Banking
Banking Investments News

New Hire Announcement- Managing Director of Investment Banking

Fintech News Desk
by Fintech News Desk0
Revere Securities is pleased to announce that Joe Giamichael will be joining the firm as Managing Director of Investment Banking. More recently Mr. Giamichael was a Managing Director of Investment Banking at Kingswood Capital Markets (now EF Hutton). Mr. Giamichael has over 20 years of capital markets experience, half of which was......
Northern Trust Strengthens Chicago Commercial Banking Team
Banking News

Northern Trust Strengthens Chicago Commercial Banking Team

Fintech News Desk
by Fintech News Desk0
Adam Kerbis Joins as Banking Relationship Advisor Northern Trust announced that Adam Kerbis has joined the firm as a Senior Vice President and Banking Relationship Advisor on the Commercial Banking team based in Chicago. He will be responsible for growing the family-owned beverage client base by customizing loan, deposit and treasury......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
Banking Finance Fintech News

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

Fintech News Desk
by Fintech News Desk0
Huntington Bank announced that Michael Maeser has joined the company as the Minneapolis-St. Paul area executive for its wealth-management arm, the Huntington Private Bank. He previously served as the longtime leader of Wells Fargo’s wealth-management business in the Twin Cities. In his new role, Maeser will oversee all aspects of the Huntington Private Bank’s......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Qualis Capital Commences SSO Integration with Envestnet
Finance Investments News

Qualis Capital Commences SSO Integration with Envestnet

Fintech News Desk
by Fintech News Desk0
Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors Qualis Capital LLC announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.......
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