Tag : Financial Advisors

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Simpler Trading Accelerates Expansion Plans with ZMC Partnership
News Trading

Simpler Trading Accelerates Expansion Plans with ZMC Partnership

Fintech News Desk
by Fintech News Desk0
Strategic Investment from ZMC will Support Simpler Trading’s Growth in Content Offerings and Technology Simpler Holdings, LLC announced that affiliates of private equity firm ZMC have invested in the Company to help accelerate its growth and expand key technology and offerings to assist individual traders with their investment goals. Founded......
AXS Investments Enters ETF Space with AXS Astoria Inflation Sensitive ETF (PPI)
Investments News

AXS Investments Enters ETF Space with AXS Astoria Inflation Sensitive ETF (PPI)

Fintech News Desk
by Fintech News Desk0
Latest move in the AXS ETF business expansion for the innovative provider of alternative strategies AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, is launching its first Exchange-Traded Fund (ETF): the AXS Astoria Inflation Sensitive ETF (PPI). PPI is a multi-asset ETF......
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......
Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON
Fintech News

Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON

Fintech News Desk
by Fintech News Desk0
FIDx & SIMON to Integrate to Deliver a Unified Platform Experience for Annuities, Simplifying Income & Protection Solutions for Client Portfolios Envestnet, Inc. announces the advancement of its Envestnet Insurance Exchange through a new collaboration between Fiduciary Exchange LLC (FIDx) and SIMON Markets LLC, which will establish a unified platform......
Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers
Cryptocurrency News

Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers

Fintech News Desk
by Fintech News Desk0
Adoption of BITRIA Platform’s Brand at Company Level Reflects Its Popularity, Marks Launch of New Wave of Enhancements and Features Blockchange Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced that it is rebranding to BITRIA, A Division of Blockchange Inc., or BITRIA for short. The adoption......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
Zoe Financial Announces Record Quarter Milestones
Fintech News

Zoe Financial Announces Record Quarter Milestones

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during their third quarter of 2021. Andres Garcia-Amaya, Founder and CEO of the platform, said, “From elite new leadership joining the team to innovative product features, Zoe continues to find strategic ways to......
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