Tag : wealth management

Payfinia Partners with TAPP Engine to Provide Instant Wealth Management Capabilities
Digital Payments Fintech News

Payfinia Partners with TAPP Engine to Provide Instant Wealth Management Capabilities

Business Wire
by Business Wire0
Payfinia, an open, real-time payments framework, announced it partnered with TAPP Engine, a B2B2C provider of SaaS embedded finance solutions, to offer an embedded suite of instant payments services to financial institutions (FIs) and wealth management providers. Keith Riddle, general manager of Payfinia CUSO, said, “We’re thrilled to partner with......
AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors
Fintech News Technology

AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors

GlobeNewswire
by GlobeNewswire0
AssetMark, Inc., a leading wealth management technology platform for financial advisors, announced the appointment of Doris Meister and Lisa Opoku to its Board of Directors. The addition of these two accomplished executives reflects AssetMark’s ongoing commitment to enhancing its governance with leaders who bring deep expertise in financial services, strategic......
Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
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Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions

PR Newswire
by PR Newswire0
Link Ventures Investment Enables Datalign to Scale AI Offerings for Wealth Management Datalign Advisory (“Datalign”), an AI platform matching consumers with leading financial advisors, announced Link Ventures invested $5 million in Datalign, bringing their total investment in Datalign to $9 million on a post-money valuation of $75 million. The capital enables Datalign to further accelerate......
Questal Secures Strategic Funding to Accelerate Next-Gen Personal Financial Management Platform
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Questal Secures Strategic Funding to Accelerate Next-Gen Personal Financial Management Platform

Cision PRWeb
by Cision PRWeb0
Questal Inc., owner and operator of financial wellness service provider Questis and a leader in innovative financial technology, announced the successful closing of its Seed Series funding round. The $3.2 million investment, led by a prominent Silicon Valley family office and seasoned experts in retirement planning, wealth management, and financial services is a......
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions
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DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

Business Wire
by Business Wire0
OneVest, a leading financial technology company on a mission to Power the World’s Wealth, and DriveWealth, a global B2B financial technology platform providing Brokerage-as-a-Service, are proud to announce a strategic partnership to provide next-generation wealth management solutions. “By partnering with DriveWealth, we’re enabling enterprises to deliver unparalleled experiences to their clients,......
OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management
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OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

Business Wire
by Business Wire0
OneVest, a comprehensive wealth management technology platform, announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, and......
Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI
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Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Business Wire
by Business Wire0
Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, has acquired Parrot AI, a Boston-based generative AI technology firm. The acquisition builds on Advisor360°’s existing AI capabilities with the addition of Parrot AI’s premium software—enabling advisors to record, transcribe,......
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How Digital Business Models Are Shaping the Future of Commercial Banking

Fintech Staff Writer
by Fintech Staff Writer0
The commercial banking sector is undergoing a seismic shift as digital business models redefine its core operations and customer interactions. Over the years, banking has evolved from physical branches and manual processes to a dynamic digital ecosystem driven by technological advancements. From early innovations like ATMs and online payments to......
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Decoding Blockchain and Smart Contracts in Wealth Management

Fintech Staff Writer
by Fintech Staff Writer0
The integration of blockchain technology and smart contracts is reshaping the wealth management landscape. By leveraging blockchain, global businesses are enhancing transparency, improving efficiency, and reducing costs. Smart contracts, with their ability to automate and enforce agreements without intermediaries, offer additional benefits in streamlining operations and boosting client trust. The......
AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation
Artificial Intelligence Finance Fintech News

AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

PR Newswire
by PR Newswire0
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by Cathay Innovation and joined by Gradient Ventures and......
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