Tag : wealth management

CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
by Business Wire0
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
by Business Wire0
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Onramp Adds Coinbase Prime as Trading Partner on Leading Crypto Platform for Rias
Cryptocurrency Digital Asset Management News

Onramp Adds Coinbase Prime as Trading Partner on Leading Crypto Platform for Rias

Business Wire
by Business Wire0
Partnership gives Advisors access to over 200 cryptocurrencies and unsurpassed flexibility, intelligence and security to invest in digital assets Onramp Invest, the leading, all-in-one digital asset investment platform for financial professionals, announced the addition of Coinbase Prime’s custodian, Coinbase Custody Trust Company, as its trading partner and third custodian service.......
ALLINDEX Selects BridgeFT's WealthTech API as its Primary Source for Data Aggregation
Investment Services News

ALLINDEX Selects BridgeFT’s WealthTech API as its Primary Source for Data Aggregation

PR Newswire
by PR Newswire0
ALLINDEX’s Platform Leverages Multi-Custodial Data from BridgeFT’s WealthTech-as-a-Service Offering to Fuel the Swiss-Based Company’s Growth in North America BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that ALLINDEX, a high-growth, global custom......
Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations
Finance News

Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations

Business Wire
by Business Wire0
Skience formalizes proven strategic planning framework to help wealth management firms organize for future digital success Skience, a leading financial services solution and consulting provider, announced the rollout of its Wealth Management Cloud Technology Blueprint, formalizing its strategic planning framework for digital transformations. This methodology, available as part of Skience’s......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
BNCCORP Announces Strategic Decision to Sell Mortgage Business
Banking Mortgage News

BNCCORP Announces Strategic Decision to Sell Mortgage Business

PR Newswire
by PR Newswire0
BNCCORP, INC. announced that its wholly owned subsidiary, BNC National Bank (BNC Bank), has entered into a definitive agreement with First Federal Bank under which First Federal will purchase certain operating assets and assume certain liabilities of BNC Bank’s mortgage division as part of BNCC’s strategic decision to exit the......
WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
by PR Newswire0
Transformative onboarding technology dramatically improves the user experience for investors and advisors WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure. “We are......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
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