Tag : Digital Wealth Management

Apex Fintech Solutions to Launch Product Providing Investors with Immediate Access to Cash Following Sale of US Equities
Digital Fintech News

Apex Fintech Solutions to Launch Product Providing Investors with Immediate Access to Cash Following Sale of US Equities

Fintech News Desk
Innovative offering to simulate instant trade settlement by making funds immediately available to investors Product to launch in Third Quarter 2021 Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, announced it intends to launch a product that is designed to......
Apex Fintech Solutions to Participate in the MoffettNathanson Payments, Processors, & IT Services Summit
Digital Fintech News Trading

Apex Fintech Solutions to Participate in the MoffettNathanson Payments, Processors, & IT Services Summit

Fintech News Desk
Apex Fintech Solutions LLC, the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that Bill Capuzzi, Chief Executive Officer, and Chris Springer, Chief Financial Officer, will present on Monday, May 10, 2021 at 11:30 a.m. Eastern Daylight Time at the MoffettNathanson Payments, Processors, & IT......
Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List
Finance Fintech News

Apex Fintech Solutions Listed as One of the World’s Most Innovative Tech Solution Providers on FinTech Global’s WealthTech100 List

The recognition underscores Apex’s commitment to driving the modernization of the financial services industry Apex Clearing Corporation, the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that it has been named to FinTech Global’s 2021 WealthTech100 list. The prestigious list recognizes the world’s most innovative......
Meme Stocks Make their Historic Debut in Apex Next Investor Outlook Amid Retail Trading Boom
Fintech News

Meme Stocks Make their Historic Debut in Apex Next Investor Outlook Amid Retail Trading Boom

Fintech News Desk
Apex’s Latest Quarterly Report Reveals Young Investors Repositioning Their Portfolios Post Covid-19 in Favor of Meme Stocks and Penny Shares Apex Clearing Corporation, the fintech for fintechs powering innovation and the future of digital wealth management, today released its Q1 2021 Apex Next Investor Outlook, which sheds light on the......
Global Financial Firms Agree Automation, Remote Collaboration, Cloud, and Data Analytics are Biggest RegTech Priorities Following COVID-19 Pandemic
Banking Digital Fintech News

Aperture Launches Wealthtech Vendor Evaluation Software

Fintech News Desk
aperture, the Swiss strategy consultancy, today launches its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry. The Market Map has been introduced to address the shortcomings of conventional vendor evaluations.......
Goldman Sachs Announces New Digital Wealth Management Service Offering – ‘Marcus Invest’
Banking Fintech Investment Services News

Goldman Sachs Announces New Digital Wealth Management Service Offering – ‘Marcus Invest’

Fintech News Desk
Goldman Sachs, an American multinational investment bank and financial services company headquartered in New York City, has begun internal testing of digital wealth management services for main street investors. Read More: Tuvalu Embarks On World’s First National Digital Ledger And Infrastructure Project On Bitcoin SV The service is called Marcus......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Yieldstreet Prism Fund is Open to Non-Accredited Investors
Fintech Investment Services News

Fintech Veteran Ron Suber Joins Yieldstreet’s Board of Directors

Fintech News Desk
Suber brings decades of experience and oversight to the growing digital wealth management platform Yieldstreet, the digital wealth management platform, announced that Ron Suber, President Emeritus of Prosper Marketplace, and a leading fintech investor, has joined the Yieldstreet Board of Directors. Read More: GlobalFintechSeries Interview with Veenerick Vos van Liempt,......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
Fintech Investment Services News Trading

Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
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