Tag : wealth management

Montfort AG Opens Its Regulated Digital Assets Trading Platform
Digital Asset Management Fintech News Trading

Montfort AG Opens Its Regulated Digital Assets Trading Platform to the Public

Fintech News Desk
by Fintech News Desk0
The new trading platform allows investment and wealth management companies to transcend the limits of traditional business models with the help of blockchain technology and is available in over 50 jurisdictions Monfort AG, FinTech company offering products and services for the investment and digital assets sector, announced that its flagship......
Hywin Wealth Appoints CTO to Accelerate Digital Transformation
Finance News

Hywin Wealth Appoints CTO to Accelerate Digital Transformation

Fintech News Desk
by Fintech News Desk0
Hywin Holdings Ltd., a leading independent wealth management service provider in China, announced the appointment of Mr. Zhu Hua as Chief Technology Officer to accelerate the digital transformation of the Company, effective immediately. Mr. Zhu is a renowned technology leader in China’s financial services industry, and previously worked at Microsoft,......
Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology
Digital Lending News

Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology

Fintech News Desk
by Fintech News Desk0
Supernova Technology announces a partnership with Wintrust Financial Corporation for their new wealth lending solution, the Wintrust Premier Investment Credit Line. Supernova Technology is a Chicago-based FinTech company that is a leader in the industry with securities-based lending (SBL) technology. “As Wintrust continues to advance a holistic approach to advising......
Synovus Establishes $4 Million Charitable Giving Fund
Banking News

Synovus Establishes $4 Million Charitable Giving Fund

Fintech News Desk
by Fintech News Desk0
Synovus announced the establishment of the Here Matters Community Fund, a $4 million charitable giving fund through which Synovus will expand its investments in communities throughout the bank’s five-state Southeastern footprint. “We believe deeply in our purpose to help individuals and communities realize their full potential. Our new charitable giving......
Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year
Finance News

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year

Fintech News Desk
by Fintech News Desk0
Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services
Banking Fintech News

SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services

Fintech News Desk
by Fintech News Desk0
SMC Entertainment, Inc. and its 100% wholly owned subsidiary Genesis Financial, Inc., a diversified financial services company with a focus on fintech-powered wealth management advisory services, are pleased to announce that they have retained Buckman, Buckman & Reid, Inc. (“BB&R”) to provide investment banking services, help in facilitating a capital......
Public Mint Partners with Abra to Tap Additional Source of Yield for EARN Platform
Blockchain Cryptocurrency News

Public Mint Partners with Abra to Tap Additional Source of Yield for EARN Platform

Fintech News Desk
by Fintech News Desk0
Public Mint, the fiat-based blockchain and payments infrastructure, has partnered with Abra, a leading wealth management platform with functionality for buying, selling, trading and earning interest on cryptocurrencies, to offer lucrative yield opportunities on the EARN program. Public Mint will deploy a portion of the funds allocated to the program to......
Galway Holdings Announces Acquisition of Simatree
Analytics News

Galway Holdings Announces Acquisition of Simatree

Fintech News Desk
by Fintech News Desk0
Provides New Level of Consulting and Analytics Capabilities Galway Holdings announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
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