Tag : wealth management

Yieldstreet Announces $100 Million in Series C to Usher In New Era of Investing
Finance Fintech Investments News

Yieldstreet Announces $100 Million in Series C to Usher In New Era of Investing

Fintech News Desk
by Fintech News Desk0
Funding to Drive Company’s Next Phase of Investor Growth, Innovative Investment Products and International Expansion Yieldstreet, a leading digital investing platform driven to help millions of people claim financial independence by unlocking access to previously unattainable alternative investments, announced its $100 million Series C funding round. “Milind and Michael have......
Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation
Digital Finance Fintech

Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation

Fintech News Desk
by Fintech News Desk0
Companies co-innovating to support Morgan Stanley’s digital transformation and propel financial services industry forward by bringing together world-class technology solutions and engineering teams Morgan Stanley and Microsoft Corp. on Wednesday announced a strategic cloud partnership aimed at accelerating the firm’s digital transformation and shaping the future of innovation in the......
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Finance Fintech Investments News

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report

Fintech News Desk
by Fintech News Desk0
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption With near-record revenue levels in 2020 for investment banks (sell-side) and strong assets under management (AUM) growth for wealth and asset managers (buy-side), the capital markets industry faces a critical opportunity to accelerate technology investments to......
SB Financial Group, Inc. Announces Authorization of Share Repurchase Program of up to 750,000 Common Shares
Finance Fintech News

SB Financial Group, Inc. Announces Authorization of Share Repurchase Program of up to 750,000 Common Shares

Fintech News Desk
by Fintech News Desk0
SB Financial Group, Inc., a diversified financial services company providing full-service community banking, mortgage banking, wealth management, private client and title insurance services, today announced that its board of directors has authorized a share repurchase program through May 31, 2022.  Pursuant to the share repurchase program, the Company is authorized to......
THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
Fintech News

THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media

Fintech News Desk
by Fintech News Desk0
Financialanswers.io will be led by TIFIN partner and former CEO of StockTwits and GM of MarketWatch, Ian Rosen Financialanswers.io starts with the acquisition of Adam Mesh Trading Group on the heels of a funding round from JP Morgan Asset Management, Morningstar & Broadridge  The TIFIN GROUP, a fintech platform with......
Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving
Fintech News

Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving

Fintech News Desk
by Fintech News Desk0
Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator GiveClear US to Provide DAF Sponsorship to The TIFIN Group Amicus.io, the fintech company on a mission to create a more generous world, today announced fintech platform, The TIFIN Group (TIFIN) as a client. TIFIN will have access to the......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Amicus.io Expands Global Business Development Team, Appoints Mike Todd as Vice President of Sales
Finance Fintech News

Amicus.io Expands Global Business Development Team, Appoints Mike Todd as Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Former Fidelity Investments Canada VP Brings Two Decades of Leadership in Wealth Management and Charitable Giving Amicus.io, the fintech company on a mission to create a more generous world, announced Mike Todd as Vice President of Sales, responsible for the company’s business development and sales in Canada. Amicus.io is making charitable giving......
Seth Stuart Appointed Head of Alternative Investment Product Solutions at RealBlocks
Fintech Investments News

Seth Stuart Appointed Head of Alternative Investment Product Solutions at RealBlocks

Fintech News Desk
by Fintech News Desk0
RealBlocks names alternative investments product development and investment marketing strategies expert to lead product solutions at the firm RealBlocks, an alternative investments platform that enables global distribution capabilities for fund managers, announces that Seth Stuart has joined the firm as Head of Alternative Investment Product Solutions. Mr. Stuart joins RealBlocks......
WebBank Announces Seth Goodman Named SVP-Chief Revenue Officer
Banking Fintech News

WebBank Announces Seth Goodman Named SVP-Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
WebBank today announced the appointment of Seth Goodman as the Senior Vice President-Chief Revenue Officer. “Seth brings a strategic understanding of the FinTech industry and decades of business development, project management and strategy experience that will further propel WebBank’s continuing growth and evolution.” Seth joined WebBank in May 2021 and......
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