Tag : wealth management

85% of Deposits Now Made Digitally at Bank of America as Growth in Client Engagement with Digital Continues
Banking Fintech News

85% of Deposits Now Made Digitally at Bank of America as Growth in Client Engagement with Digital Continues

Fintech News Desk
by Fintech News Desk0
Clients enjoy individualized experiences through digital, and the ease and convenience of managing their financial lives anywhere and anytime Digital engagement continues to grow rapidly at Bank of America, with more clients making online and mobile primary channels for more of their banking and lending with Bank of America and......
ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors
Fintech Investments News

ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors

Fintech News Desk
by Fintech News Desk0
Founder and Chairman of Smarsh and CMO of Advisor Group to Provide Strategic Guidance to ComplySci Executive Team, Supporting Company’s Continued Expansion Board Additions Follow $120 Million Growth Investment in ComplySci by Leading Private Equity Firm, K1 Investment Management  ComplySci, the leading provider of regulatory technology and compliance solutions for......
Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital
Fintech News

Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a financial technology platform that automates wealth management processes, announced today it has raised a $2-million seed round to fund key additions to the Mako team and support a number of critical customer demands, product development and growth initiatives. The financing was led by Desjardins Capital, with participation......
GenXFinancial Announces Acquisition Of Boston Partners Financial Group
Fintech News

GenXFinancial Announces Acquisition Of Boston Partners Financial Group

Fintech News Desk
by Fintech News Desk0
Advisor Group-Affiliated Firm Oversees Over $9 Billion in Total Client Assets and Supports 180 Independent Financial Professionals GenXFinancial to be Largest Super-OSJ Affiliated with Advisor Group’s Royal Alliance Subsidiary GenXFinancial (GenX), a premier wealth management firm specializing in continuity, succession planning and facilitating growth for NextGen financial professionals, announced its......
iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings
Fintech News

iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings

Fintech News Desk
by Fintech News Desk0
Temasek leads investment round joined by new investors Owl Rock, MSD Partners, Noah Holdings, and Golub Capital Existing investors WestCap, Ping An, Blackstone, UBS, Pivot, BNY Mellon, Wells Fargo, Morgan Stanley and Goldman Sachs Asset Management commit additional capital Latest financing will drive organic growth through technology advancements, operational investments,......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge
Banking Fintech News Risk Management

Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge

Fintech News Desk
by Fintech News Desk0
Evli Bank Plc and Fellow Finance Plc have signed a combination agreement. The Combination Agreement sets out an arrangement by which Evli will demerge through a partial demerger into a new asset management group that will be listed (“New Evli”) and a company that will carry on Evli’s banking services......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Evonne Tan appointed Head of Barclays Private Bank, Singapore
Finance Fintech News

Evonne Tan Appointed Head of Barclays Private Bank, Singapore

Fintech News Desk
by Fintech News Desk0
Barclays Private Bank has appointed Evonne Tan as Head of Barclays Private Bank, Singapore. In her new role, Evonne will focus on building on the collaboration between the Private Bank and Barclays Corporate and Investment Bank in Singapore to bring enhanced, tailored investment propositions and provide clients with access to......
Flinks
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Cascades and Flinks Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Collaboration will provide financial services firms with best-in-class retirement income planning experience Cascades Financial Solutions Inc., a PureFacts company, and Flinks announced a strategic partnership to provide financial services firms with a best-in-class retirement income planning experience. The collaboration will see the integration of Cascades’ decumulation planning engine with Flinks’ financial......
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