Tag : Wealth Management Solutions

Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms
Banking News

Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms

Cision PRWeb
by Cision PRWeb0
Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships and support long-term growth Max (MaxMyInterest.com), the leader in intelligent cash management technology for individual investors and their financial advisors, today announced the launch of Max Private℠, a new suite of private banking......
Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets
Finance News

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

PR Newswire
by PR Newswire0
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has acquired Blueprint Wealth Advisors, LLC (“Blueprint”). The acquisition expands Merit’s presence in Illinois and Wisconsin, including entry into......
Digital Wealth Partners Expands into Traditional Finance, Becoming Full-Spectrum Wealth Management Provider
Finance News

Digital Wealth Partners Expands into Traditional Finance, Becoming Full-Spectrum Wealth Management Provider

GlobeNewswire
by GlobeNewswire0
Digital Wealth Partners has announced its expansion into traditional finance through a strategic partnership with Altruist as its custodian. This milestone marks the company’s evolution from a digital asset specialist to a comprehensive financial services provider offering both traditional and digital wealth management solutions. The integration with Altruist enables Digital......
Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer
Fintech News

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

PR Newswire
by PR Newswire0
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, announced the appointment of Sue Quackenbush as its Chief People Officer (CPO), effective July 14. In this role, Quackenbush will lead the company’s global people strategy, with an emphasis on advancing employee engagement, fostering a unified culture, aligning......
KraneShares Partners With InspereX For ETF Distribution To Select Financial Advisors
Finance Fintech News

KraneShares Partners With InspereX For ETF Distribution To Select Financial Advisors

Business Wire
by Business Wire0
InspereX, the tech-driven fixed income and structured products distribution and trading firm founded by Tom Ricketts, today announced the firm has been selected by Krane Funds Advisors, LLC (“KraneShares”) as a strategic distribution partner for KraneShares ETFs. InspereX will lead distribution efforts for KraneShares ETFs in the independent broker-dealer and......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
TIFIN AMP Partners With Ares Wealth Management Solutions to Launch New Platform for Streamlining Alts Distribution
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TIFIN AMP Partners With Ares Wealth Management Solutions to Launch New Platform for Streamlining Alts Distribution

PR Newswire
by PR Newswire0
TIFIN AMP Inc., an AI-powered distribution intelligence platform, is excited to announce a strategic relationship with Ares Wealth Management Solutions (“AWMS”), the global private wealth platform of Ares Management Corporation (NYSE: ARES) (“Ares”). Through this relationship, TIFIN will provide AWMS an AI-powered solution designed to enhance the productivity of AWMS’ distribution teams and support......
Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools
Finance Fintech News

Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools

Business Wire
by Business Wire0
In first year, new unit expands as investors cope with 2023’s market volatility, inflation As markets in 2023 are showing signs of recovery and consumers continue to cope with the residual impact of higher inflation, Empower’s new personal wealth unit has seen steady gains all year through a proven strategy:......
Business InsurTech News

Insurance Technologies Changes Name To Hexure

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuity industry, announced today its new company brand Hexure [heck-sure] to enable sharper strategic focus on leading the insurance, financial services and wealth management industries. “While we have a new name and look, our clients......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
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SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
by Sudipto Ghosh0
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
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