Tag : investment portfolios

Citi to Become First Digital Custodian on BondbloX Bond Exchange
Investment Services News Trading

Citi to Become First Digital Custodian on BondbloX Bond Exchange

Business Wire
by Business Wire0
Citi Securities Services announced that it has become the first digital custodian participant of BondbloX Bond Exchange (BBX), the world’s first fractional bond exchange using the latest in distributed ledger technology. “The decision to partner with Citi was an easy one, given their reputation as a leading securities services provider......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
CapIntel to Equip Advisors with ESG Metrics
Finance Fintech News

CapIntel to Equip Advisors with ESG Metrics

PR Newswire
by PR Newswire0
CapIntel ESG addresses the growing investor demands for advisors to align portfolios with environmental, social and governance values CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, announced the launch of CapIntel ESG. CapIntel ESG equips advisors......
Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy
Investment Services News

Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy

Fintech News Desk
by Fintech News Desk0
The Northern Trust World Natural Capital Paris-Aligned Index Strategy Provides Institutional Clients with an Enhanced Net Zero Solution Northern Trust Asset Management (NTAM), one of the world’s leading investment managers, continues to expand its sustainable index investment solutions with the launch of the World Natural Capital Paris-Aligned Index strategy. “As the world......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Kryptview Raises $650,000 in Pre-Seed to Develop a Community-Driven Crypto Research Platform.
Cryptocurrency News

Kryptview Raises $650,000 in Pre-Seed to Develop a Community-Driven Crypto Research Platform

Fintech News Desk
by Fintech News Desk0
Kryptview, a collective intelligence platform that provides peer-reviewed research for digital assets, announced the closure of its pre-seed round, raising $650,000 from crypto technology companies, accelerators, and private investors. The cryptocurrency industry is valued at nearly $2 Trillion. Still, investors must rely on fragmented data sources and informal channels to gather information about......
Montfort AG Opens Its Regulated Digital Assets Trading Platform
Digital Asset Management Fintech News Trading

Montfort AG Opens Its Regulated Digital Assets Trading Platform to the Public

Fintech News Desk
by Fintech News Desk0
The new trading platform allows investment and wealth management companies to transcend the limits of traditional business models with the help of blockchain technology and is available in over 50 jurisdictions Monfort AG, FinTech company offering products and services for the investment and digital assets sector, announced that its flagship......
Online Fundraising Platform BetterWorld Grew Over 7,000% in 2020, Making it One of the Fastest Growing Startups in the Country
Banking Fintech Investment Services News Risk Management

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Fintech News Desk
by Fintech News Desk0
Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to......
Concinnus-Financial-Partners-with-Noonum-to-Provide-Custom-Build-Investment-Portfolios-Using-AI
Artificial Intelligence Business Fintech Investment Services News

Concinnus Financial Partners with Noonum to Provide Custom-Build Investment Portfolios Using AI

Fintech News Desk
by Fintech News Desk0
Concinnus Financial, a fee-only investment advisor based in the Northwest, is addressing the rapidly changing investment world by leveraging artificial intelligence technology to provide custom portfolios to their clients.  The AI technology is provided by the Seattle-based startup Noonum. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access......
1