Tag : investment advisors

EXIRIO Announces Launch of Premium Portfolio Tracking Services
Fintech News

EXIRIO Announces Launch of Premium Portfolio Tracking Services

Fintech News Desk
by Fintech News Desk0
Transformational milestone primes fintech platform for next phase of growth. EXIRIO users can connect with over 11,000 banks and brokers across North America & Europe Delaware-incorporated, globally accessible EXIRIO, the wealth and investment tracking app founded in 2020, announces a major milestone as it transitions from its free phase to the......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
Pocketnest Reaches Nearly $2 Million in Funding with Reseda Group
Finance Fintech News

Pocketnest Reaches Nearly $2 Million in Funding with Reseda Group

Fintech News Desk
by Fintech News Desk0
Fintech closes seed round with new institutional investor, raises $1.95M to date Pocketnest, the female-founded financial wellness platform, announces its latest institutional investor, Reseda Group, a wholly-owned Credit Union Service Organization of MSU Federal Credit Union, for its seed round co-led by The Impact Seat and ID Ventures. Since 2020, the fintech has earned......
Moven Wins Contract With Japan's Kyushu Financial Group
Business Fintech News Risk Management

Arbor Digital and Blockchange Partner on Digital Asset SMA for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Arbor Digital, an SMA manager for RIAs on their journey to digital assets, today announced a new Separately Managed Account (SMA) option for digital assets. The True Digital Asset SMA™ is the first of its kind, offering a......
Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
Fintech Investment Services News Risk Management

Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios

Fintech News Desk
by Fintech News Desk0
RiskPro and Envestnet, announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.......
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