Tag : RIA community

Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community
Fintech News

Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community

Fintech News Desk
by Fintech News Desk0
Acquisition further extends Softek’s services available to Broker-Dealers and RIAs Softek, a leading provider of Capital and Credit management solutions, announced it acquired Gentech (H2 FinTech) formerly part of GWM Holdings Inc. Gentech (H2 FinTech) is an innovative technology and software services firm addressing the day-to-day challenges of RIAs and Independent Broker/Dealers and the......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
Fusion-Financial-Partners-Launches-FusionNetix--to-Provide-High-Touch-Technology-Services-Tailored-to-Unique-Needs-of-RIA-Community
Business Fintech News

Fusion Financial Partners Launches FusionNetix to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

Fintech News Desk
by Fintech News Desk0
The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
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