Tag : wealth management

Voya Investment Management and iCapital Form Partnership
Investment Services News

Voya Investment Management and iCapital Form Partnership

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., announced that it has partnered with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Voya IM will leverage iCapital’s customized technology, service and diligence solution for financial......
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
STP Investment Services Receives Growth Investment from Lovell Minnick Partners
Investment Services News

STP Investment Services Receives Growth Investment from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Investment to allow STP to accelerate organic and inorganic growth plans STP Investment Services, an end-to-end, technology-enabled investment operations service provider that supports more than $340 billion in total assets, has received a significant growth investment from Lovell Minnick Partners, a private equity firm focused on investments in financial services,......
Fintech Startup Money View Raises $75 Million in Series D Funding
Fintech Startups News

Fintech Startup Money View Raises $75 Million in Series D Funding

Fintech News Desk
by Fintech News Desk0
Money View’s Mission: Provide access to world-class financial products to every Indian with a Smartphone Bengaluru headquartered fintech platform Money View has raised $75 million in their series D funding from Tiger Global, Winter Capital, Evolvence India, Accel along with other investors including South Park Commons, Trusted Insight and Dream Incubator. The company is now......
First Rate Ventures Announces Investment in RegAlytics
Fintech News

First Rate Ventures Announces Investment in RegAlytics

Fintech News Desk
by Fintech News Desk0
Representing First Rate Ventures’ initial regulatory technology (RegTech) investment, RegAlytics provides the world’s most comprehensive and customizable cross-sector regulatory alert service. Delivering their data services to some of the world’s largest financial institutions and exchanges, the RegAlytics platform ensures clients never miss a regulatory alert, proposal, or new rule following......
Indyfin Launches New “Investor Experience Platform” for Wealth Management
Fintech News

Indyfin Launches New “Investor Experience Platform” for Wealth Management

Fintech News Desk
by Fintech News Desk0
Fresh off a $2.2 million capital raise, innovative fintech platform will be the “Yelp” for wealth management as SEC marketing regulations expand to allow for endorsements, testimonials and client reviews Indyfin, an innovative fintech company, announced the launch of its new Investor Experience Platform. This new and innovative digital marketplace......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform
Finance News

Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform

Fintech News Desk
by Fintech News Desk0
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Sergio Kindler, an independent financial advisor with $190 million in total client assets, from LPL Financial. Mr.......
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