Tag : financial professionals

Shield and LeapXpert Collaborate to Deliver Real-Time Surveillance Across Encrypted Messaging Applications
Fintech News

Shield and LeapXpert Collaborate to Deliver Real-Time Surveillance Across Encrypted Messaging Applications

Fintech News Desk
by Fintech News Desk0
Services like WhatsApp and WeChat have become relied upon in hybrid work environments, leading to an immediate need for tech driven compliance tools  Shield, the world’s leading Workplace Intelligence platform for compliance teams, announces it’s collaboration with LeapXpert, the leader in front-office conversational solutions. LeapXpert’s Federated Messaging Orchestration Platform (FMOP)......
Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals
Finance Fintech News

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals

Fintech News Desk
by Fintech News Desk0
New notable networks with access to Riskalyze’s enhanced trade delivery technology Riskalyze today announced the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Fintech Solutions (“Apex”), and RBC Clearing & Custody. With Riskalyze’s innovative Connected Trading technology integrated into these platforms, more than 25,000 financial professionals with client......
Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
Banking Finance Fintech News

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

Fintech News Desk
by Fintech News Desk0
Huntington Bank announced that Michael Maeser has joined the company as the Minneapolis-St. Paul area executive for its wealth-management arm, the Huntington Private Bank. He previously served as the longtime leader of Wells Fargo’s wealth-management business in the Twin Cities. In his new role, Maeser will oversee all aspects of the Huntington Private Bank’s......
Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals
Digital Asset Management Fintech News

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

Fintech News Desk
by Fintech News Desk0
SIMON’s centralized platform for wealth managers gears up to launch digital assets portal designed to meet the industry’s evolving education and access needs SIMON Markets LLC (SIMON), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, announced a new partnership with NYDIG—a leading......
"We're Banking On You": Albert Launches Albert Cash Out Of Beta, Bringing Personalized Banking And Advice To Everyone
Banking Finance Fintech News

“We’re Banking On You”: Albert Launches Albert Cash Out Of Beta, Bringing Personalized Banking And Advice To Everyone

Fintech News Desk
by Fintech News Desk0
Albert members doubled savings deposits during the height of the pandemic, with nearly one billion dollars saved in total since launch With the wide release of its Albert Cash product, Albert is the first company to bring high-touch personalized banking to everyone. Albert combines banking, savings, investing, and budgeting with Albert Genius, a team......
MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund
Finance Fintech Investments News

MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund

Fintech News Desk
by Fintech News Desk0
Massachusetts Mutual Life Insurance Company (“MassMutual”) announced that its broker-dealer, MML Investors Services (MMLIS), has entered into a placement agent agreement with NYDIG, a leading provider of technology and investment solutions, for a bitcoin fund. Select MMLIS financial professionals will offer qualifying clients access to the fund, which provides an......
Symphony Acquires StreetLinx To Offer The Most Complete And Secure Verified Identity Directory In Financial Services
Finance Fintech News

Symphony Acquires StreetLinx To Offer The Most Complete And Secure Verified Identity Directory In Financial Services

Fintech News Desk
by Fintech News Desk0
Symphony the leading markets’ infrastructure and technology platform – will now offer the most complete and secure verified directory in the financial services industry as it has acquired the counterparty mapping platform StreetLinx. This acquisition adds over 200 institutional counterparties to the more than 1000 institutions already served by Symphony.......
GenXFinancial Announces Acquisition Of Boston Partners Financial Group
Fintech News

GenXFinancial Announces Acquisition Of Boston Partners Financial Group

Fintech News Desk
by Fintech News Desk0
Advisor Group-Affiliated Firm Oversees Over $9 Billion in Total Client Assets and Supports 180 Independent Financial Professionals GenXFinancial to be Largest Super-OSJ Affiliated with Advisor Group’s Royal Alliance Subsidiary GenXFinancial (GenX), a premier wealth management firm specializing in continuity, succession planning and facilitating growth for NextGen financial professionals, announced its......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup
InsurTech News

SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup

Fintech News Desk
by Fintech News Desk0
SIMON now offers variable annuities, one of the most flexible and widely used annuity types, in its Marketplace, delivering powerful analytics for asset allocation and income solutions SIMON Annuities and Insurance Services LLC (SIMON) is pleased to announce the expansion of its annuities platform and digital marketplace for wealth managers with......
1