Tag : investment

Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Business Investment Services News

Siigo Expands Latin American Presence to Ecuador By Joining Forces with Contífico

Fintech News Desk
by Fintech News Desk0
Siigo, the leading ERP software company for small- and medium-businesses (SMBs) in Colombia, today announced that it has joined forces with Contífico, the leading ERP provider for SMBs in Ecuador. Siigo, a market leader in Colombia with 35% market share and an established presence in Latin America for over 30 years, continues to realize its goal in......
Fintech Investment Services News

Dwayne Johnson and Dany Garcia Become Strategic Investors in Acorns, New Acorns Early Families to Receive $7 Bucks Investment

Fintech News Desk
by Fintech News Desk0
Acorns, the country’s fastest growing financial wellness system helping over 8 million Americans save and invest for the future, announced that Dwayne Johnson and Dany Garcia have become strategic investors in Acorns. Acorns also announced, “It begins with $7 bucks,” an exciting partnership with Johnson featuring several programs that encourage......
Artis Secures Another $1.5 Million in Latest Investment
Fintech Startups Investment Services News

Artis Secures Another $1.5 Million in Latest Investment

Fintech News Desk
by Fintech News Desk0
Atlanta-based fintech startup opens seed round in support of onboarding first financial partners and growing capabilities of consumer loan platforms Artis Technologies provides modern lending solutions for businesses to offer affordable, low-friction financing to their customers at the point of need. The company has closed its first institutional investor in......
E*TRADE From Morgan Stanley Recognized as #1 Online Broker for Mobile Trading Apps and Ease of Use by StockBrokers.com
Investment Services News

E*TRADE Advisor Services Study Reveals RIAs Enter Bearish Territory

Fintech News Desk
by Fintech News Desk0
E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today announced results from the most recent wave of its Independent Advisor Tracking study, which covers advisor views on the market, the industry, their business, and clients. Read More: CERTFin Chooses Anomali......
Business News

Carrick Capital Partners to Expand Investment in Factor, Become Majority Shareholder in Rapidly Growing Legal Innovator

Fintech News Desk
by Fintech News Desk0
The leader in next generation solutions for complex legal work at scale is now poised to accelerate its rapid growth, increase global market share Factor, the leader in next-generation solutions for complex legal work at scale, today announced a significant new investment to be provided by Carrick Capital Partners (Carrick),......
TASE Data Hub: The Tel-Aviv Stock Exchange is Launching a Data System that Allows, for the First Time, Direct, Immediate and Seamless Access to TASE Market Data
Fintech Investment Services News

Tel-Aviv Stock Exchange Bridges the Gap between Israeli High-Tech and Thousands of Institutional and Accredited Investors with TASE UP

Fintech News Desk
by Fintech News Desk0
Newly Launched Innovative Electronic Platform TASE UP Allows Companies and Funds, For the First Time, to Raise Capital from Institutional and Accredited Investors and Remain Private TASE has entered into several collaborations, including with Jefferies, Novus, Fundit and IVC Comedian, Adi Ashkenazi, will be fronting the TASE UP launch campaign......
BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
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