Tag : wealth management

Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Fintech News

Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Fintech News Desk
by Fintech News Desk0
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company and the custody and clearing engine powering the future of wealth management, announced the addition of two financial services and......
Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO
Fintech News

Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO

Fintech News Desk
by Fintech News Desk0
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, continues to deepen its leadership talent pool with the appointment of Nick Harness as Chief Information Officer. Harness will focus on optimizing......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Banking Fintech News

Boenning & Scattergood Deepens Commitment to Bank and Thrift Sector with Addition of Joseph Plevelich, CFA®, Director and Senior Research Analyst

Fintech News Desk
by Fintech News Desk0
Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Joseph Plevelich, CFA®, has joined its Equity Research team as Director and Senior Research Analyst covering banks and thrifts at its headquarters in West Conshohocken, PA. This addition broadens the firm’s domain......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Fintech News Desk
by Fintech News Desk0
Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this role, Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment advisers. Read More: Banks Are Experiencing a Kodak......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
Capital Markets Fintech News

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
by Fintech News Desk0
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
1