Tag : wealth management

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......
Blue Ridge Bankshares and FVCBankcorp Mutually Agree to Terminate Merger Agreement
Banking Business News

Blue Ridge Bankshares and FVCBankcorp Mutually Agree to Terminate Merger Agreement

Fintech News Desk
by Fintech News Desk0
Blue Ridge Bankshares, Inc., the parent company of Blue Ridge Bank, National Association, and FVCBankcorp, Inc., the parent company of FVCbank, jointly announced a mutual agreement to terminate their merger agreement, previously announced on July 14, 2021, pursuant to which the companies had agreed to combine in an all-stock merger......
MarshBerry Secures Growth Capital from Atlas Merchant Capital
Banking News

MarshBerry Secures Growth Capital from Atlas Merchant Capital

Fintech News Desk
by Fintech News Desk0
MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is pleased to announce its partnership with Atlas Merchant Capital. The new partnership will help MarshBerry accomplish its growth goals by improving and expanding services to create even better outcomes for clients. This partnership......
BlockFi Expands Retail Suite with Two New Product Offerings
Cryptocurrency News

BlockFi Expands Retail Suite with Two New Product Offerings

Fintech News Desk
by Fintech News Desk0
BlockFi Personalized Yield is a bespoke offering available to clients with at least $3 million USD in crypto assets BlockFi, a crypto financial services company, is broadening its range of retail products to include BlockFi Personalized Yield (BPY), a portfolio product with flexible solutions tailored to each client’s financial goals, and BlockFi......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy
Finance Investment Services News

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Fintech News Desk
by Fintech News Desk0
Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener,......
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation
Investment Services News

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation

Fintech News Desk
by Fintech News Desk0
New Capital, Including Investment from Franklin Templeton, to Accelerate the Digitization of Alternative Investments Access, Education, and Execution CAIS, the leading alternative investment platform, announced a $225 million round of funding led by Apollo and Motive Partners, with additional investment from Franklin Templeton, which values CAIS at more than $1......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
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