Tag : wealth management

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

FTS News Desk
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

FTS News Desk
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

FTS News Desk
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

FTS News Desk
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Western Union Integrates With Swift gpi
Banking Fintech Investment Services News Risk Management

Synechron Adds New Analytics Capabilities To Buy-side Package With Ravenpack

FTS News Desk
Synechron Inc., a leading digital transformation consulting firm focused exclusively on the financial services industry, today announced its partnership with RavenPack, the leading data analytics provider for financial services. Synechron and RavenPack have partnered to provide augmented data analytics capabilities that are built into two of the new InvestTech Accelerator......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

FTS News Desk
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Fintech News

Julene Richards Named Assistant Market Head at UBS in South Florida

FTS News Desk
UBS Wealth Management USA announced today that Julene Richards has been appointed Assistant Market Head of South Florida. Julene brings 25 years of experience to the role having previously served as the South Florida Market Supervisory Officer at UBS. Read More:  XP Inc. Acquires Riza M&A “With over two decades of service at UBS, Julene......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

FTS News Desk
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Banking Fintech News

FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021

FTS News Desk
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as “Best Client Accounting System” at the 2021 WealthBriefing Swiss Awards. This marks the fourth consecutive year that FundCount has won the accounting system award. Read More: Curioinvest Launches Capital Dex, the Decentralized......
Introducing UniMex: A Low-Cap DeFi Project that Solved Decentralized Margin Trading
Business Cryptocurrency Fintech Investment Services News Trading

BlockFi Announces Inaugural Block Trade for Ethereum Futures on CME

FTS News Desk
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced with CMT Digital that the companies have cleared the first-ever block trade for Ethereum futures on the CME, facilitated by ED&F Man Capital Markets Inc. CMT Digital is a......