Tag : Financial Advisors

Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Riskalyze and RightCapital Elevate Their Integration
Finance Fintech News

Riskalyze and RightCapital Elevate Their Integration

Fintech News Desk
by Fintech News Desk0
The industry’s premier risk alignment and portfolio analytics platform seamlessly supplies position level account data to RightCapital’s dynamic financial plans Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
Alto Announces CryptoIRA Surpasses 100 Coins and Tokens
Digital Finance News

Eaglebrook Partners with AltoIRA, Enabling Seamless Investment in Bitcoin from Retirement Accounts for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
As Demand for Bitcoin Exposure Accelerates, RIAs can Now Allocate Client Assets in Any Type of Individual Retirement Account Through Eaglebrook Advisors’ SMA Platform Eaglebrook Advisors (Eaglebrook) has partnered with Alto Solutions, Inc. (AltoIRA) to give independent financial advisors the ability to seamlessly invest in bitcoin and other digital assets......
FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange
InsurTech Investments News

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients Envestnet, Inc. and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through......
Vise Raises $65 Million in Series C Round
Investments News

Vise Raises $65 Million in Series C Round

Fintech News Desk
by Fintech News Desk0
Vise, an AI-powered investment management platform built for advisors, announced it has raised $65 million in Series C funding. The latest round was led by Ribbit Capital, with participation from existing investors including Sequoia Capital. The Series C round brings the total capital raised since Vise’s founding to over $125 million. Since the......
Charlesbank Capital Partners Closes Strategic Investment in Ivanti
Cloud Finance Investments News

Charlesbank Capital Partners Closes Strategic Investment in Ivanti

Fintech News Desk
by Fintech News Desk0
With backing from leading investors Clearlake, Charlesbank and TA, Ivanti will continue leadership in IT Automation and further accelerate M&A strategy Ivanti, Inc., the automation platform that makes every IT connection smarter and more secure, today announced the close of the strategic investment from Charlesbank Capital Partners, LLC (“Charlesbank”) to......
Biden Tax Proposal Could Boost Tax Master Network's Core Service
Finance Fintech Investment Services Investments News

Biden Tax Proposal Could Boost Tax Master Network’s Core Service

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc. announced that the corporate tax increase included in President Biden’s $2 trillion infrastructure package, could juice even more demand for their subsidiary Tax Master Network’s tax planning service. “Choosing the right entity structure is a fundamental question for every business owner,” said TMN CEO Edward A. Lyon. “This bill affects......
Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors
Fintech News

Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
– Tech-enabled distributor of annuities and life insurance to independent financial advisors – Simplifies licensing & contracting, new business submission, case design, marketing, compliance and more Signal Advisors, a tech-enabled distributor of annuities and life insurance, today announced a $10 million Series A led by General Catalyst, which closed in December 2020. The Detroit-based......
Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger
Fintech News

Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger

Fintech News Desk
by Fintech News Desk0
Creates a Premier Regional Banking Franchise across Texas and the Southeast Merger creates the 5th largest bank with headquarters in nine-state footprint Financially compelling transaction for both companies’ shareholders BancorpSouth Bank and Cadence Bancorporation, the parent company of Cadence Bank, N.A., jointly announced today that they have entered into a......
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