Tag : wealth management

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings
Digital Asset Management News

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings

Fintech News Desk
by Fintech News Desk0
Strategic Alliance with DACFP Provides Fidelity Institutional Clients with Preferred Rate on Certificate in Blockchain and Digital Assets Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors on digital assets, including......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Investment Services News

CI Global Asset Management Advances Technology Toolkit with CapIntel

Fintech News Desk
by Fintech News Desk0
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial......
TINGO and MICT Announce Execution of Definitive Merger Agreement
Fintech News

TINGO and MICT Announce Execution of Definitive Merger Agreement

Fintech News Desk
by Fintech News Desk0
Merger Would Create an over $900 Million Annual Revenue and Highly Profitable Nasdaq-listed Fintech and Agri-Fintech Company Serving the African and Asian Markets Tingo, Inc. announced that they have executed a definitive agreement to merge and consolidate their operations to create an over $900 million annual revenue and highly profitable Nasdaq-listed Fintech and Agri-Fintech company serving the African and Asian markets with......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
Integrity Partnership Expands Russek Financial Services' Medicare and Retirement Planning Offerings
InsurTech News

Integrity Partnership Expands Russek Financial Services’ Medicare and Retirement Planning Offerings

Fintech News Desk
by Fintech News Desk0
Experienced Northeastern agency with proven track record will use Integrity’s best-in-class resources and support to scale its growth and protect the health and wealth of more Americans Integrity Marketing Group, LLC, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it......
Koinbasket Raises $2 Million in Pre-seed Round Led by Global Marque Investors
Cryptocurrency News

Koinbasket Raises $2 Million in Pre-seed Round Led by Global Marque Investors

Fintech News Desk
by Fintech News Desk0
Funding to be used for expansion, tech investment, hiring top talent KoinBasket, a thematic crypto investment start-up, has announced that it has raised $2 million in a pre-seed funding round led by global crypto veterans including Sandeep Nailwal, Co-founder of Polygon, Omar Rahim, former Director of Binance, Navin Gupta, Managing Director of Ripple, Ajeet Khurana and Kube VC. Other notable investors include Upsparks, Chona Family......
HCL Technologies to Acquire Digital Banking and Wealth Management Specialist Confinale
Banking News

HCL Technologies to Acquire Digital Banking and Wealth Management Specialist Confinale

Fintech News Desk
by Fintech News Desk0
HCL Technologies UK Limited, a wholly owned subsidiary of HCL Technologies (HCL), a leading global technology company, has signed a definitive agreement for the acquisition of Confinale AG, a Switzerland-based digital banking and wealth management consulting specialist and Avaloq Premium Implementation Partner. Through this strategic acquisition, HCL will increase its......
Popular Bank Appoints Bertha Rozier to Lead Retail and Transformation
Banking News

Popular Bank Appoints Bertha Rozier to Lead Retail and Transformation

Fintech News Desk
by Fintech News Desk0
Popular Bank, a subsidiary of Popular, Inc. announced the appointment of Bertha Rozier as SVP of Retail Banking and US Transformation. In this role, Ms. Rozier will continue to grow the Bank’s retail business, leveraging her experience leading multi-disciplinary business units and her expertise in marketing, product and customer experience.......
200+ People Strengthen Financial Literacy, Small Business Acumen in Pathway Financial Education Program's First Year
Fintech News

200+ People Strengthen Financial Literacy, Small Business Acumen in Pathway Financial Education Program’s First Year

Fintech News Desk
by Fintech News Desk0
Innovative program launched during Financial Literacy Month a year ago welcomes new 2022 class of teen-agers, adults and small business owners this month The non-profit Pathway Financial Education program welcomes its second-year 2022 class of students this month during national Financial Literacy Month and the one-year anniversary of its opening......
Kristal.AI Acquires a Global Investment Platform, Globalise to Enhance the Retail Offering for Its Partners
Investment Services News

Kristal.AI Acquires a Global Investment Platform, Globalise to Enhance the Retail Offering for Its Partners

Fintech News Desk
by Fintech News Desk0
Strategic acquisition of Globalise will enable partners to service retail investors to invest in global products via fractional investments Kristal.AI, a digital-first global private wealth management platform, acquired global investment platform, Globalise which delivers access to US stocks, ETFs, and ETF baskets for Indian investors. Together they complement each other with Kristal.AI being strong in institutional......
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