Tag : wealth management

AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship
Banking Digital Payments News

Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship

Fintech News Desk
by Fintech News Desk0
Multi-Year Agreement Renews Partnership in Shared Drive to Innovate and Power Omnichannel Payments Offerings Brooks Brothers, the country’s oldest clothing retailer, and Citi Retail Services, one of North America’s largest and most experienced retail credit solution providers, announced a multi-year extension of their consumer credit card relationship. “As we further transform......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
Finance Investment Services News

Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge

Fintech News Desk
by Fintech News Desk0
Proven Workflow and Case Management Tools Improves Accuracy and Efficiency Snowden Lane Partners, a hybrid Broker-Dealer and Registered Investment Advisor financial services firm based in New York City, has gone live with the ComplianceEdge Trade Surveillance and Account Monitoring solution from InvestEdge. InvestEdge Inc., is a leading provider of innovative advisor......
People's United Bank Provides Mortgage Financing for Atlantis Management Group
Banking News

People’s United Bank Provides Mortgage Financing for Atlantis Management Group

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A., announced that it served as Lead Arranger and Administrative agent for a credit facility for Atlantis Management Group, a Mt. Vernon, New York headquartered motor fuel distributor and owner and operator of a large network of gasoline service stations, quick serve restaurants and convenience store sites. The facility......
Ridgeway Partners Announces Hari Krishnaswami as Managing Director
Finance News

Ridgeway Partners Announces Hari Krishnaswami as Managing Director

Fintech News Desk
by Fintech News Desk0
Ridgeway Partners announced that Hari Krishnaswami has joined the firm as a Managing Director in the New York Office. He will focus on supporting initiatives across Asset and Wealth Management, Financial Services and Financial Technology. Mr. Krishnaswami joins Ridgeway Partners from ISS Market Intelligence. ISS Market Intelligence is a leading provider......
Eaglebrook Advisors Raises $20M in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures
Fintech Funding Investment Services News

Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures

Fintech News Desk
by Fintech News Desk0
Largest digital asset SMA platform secures venture investment to enhance technology and fuel strategic growth plans Eaglebrook Advisors, Inc., the largest digital asset separately managed account (“SMA”) platform, announced today the close of its $20 million Series A investment led by Castle Island Ventures and Brewer Lane Ventures. Additional investors in......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
Columbia Bank Hires Justin Jennings, New Executive VP, Operations Officer
Banking News

Columbia Bank Hires Justin Jennings, New Executive VP, Operations Officer

Fintech News Desk
by Fintech News Desk0
Columbia Bank is pleased to welcome, Justin Jennings, the new Executive Vice President, Operations Officer, effective immediately. Jennings, who replaces Brian Murphy upon his retirement in April 2022, is responsible for the Operations division including Card Services, Deposit Operations, Loan Servicing and the Customer Service Center. Mr. Jennings spent his......
ZeroShift DAO Set to Simplify Decentralized Finance in Highly Anticipated Launch
Cryptocurrency DeFi News

ZeroShift DAO Set to Simplify Decentralized Finance in Highly Anticipated Launch

Fintech News Desk
by Fintech News Desk0
While the market is deciding what it wants to do, a brand-new wealth management organization has successfully taken its first steps toward launching a product on one of the biggest Ethereum competitor chains, Avalanche. ZeroShift is a DAO, a decentralized autonomous organization whose goal is to simplify decentralized finance, otherwise......
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