Tag : wealth management

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems
Fintech News

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems

Fintech News Desk
by Fintech News Desk0
Fidelity Increased Real-Time Integrations by 200% Since 2018; New Integration Xchange Capabilities Streamline the Deployment and Management of 200+ Available Fintech Integrations AdvisorEngine, Advyzon, Agreement Express, Laser App, Orion and 55ip Among New and Enhanced Integrations Fidelity Institutional announced updates to Integration Xchange, its award-winningi, open architecture digital store that helps......
Railz Raises $15 Million to Fund Future Growth
Finance Fintech News

Railz Raises $15 Million to Fund Future Growth

Fintech News Desk
by Fintech News Desk0
Railz.ai’s API allows financial institutions and fintechs to connect to their SMB clients’ accounting data Railz, developer of an API that enables financial institutions and fintechs real-time access to their customers’ accounting data, has raised $12 million (USD) in a Series A round of funding. This is on top of......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
Amicus.io Expands Global Business Development Team, Appoints Tyler Voss as Chief Revenue Officer
Banking Fintech News

Amicus.io Expands Global Business Development Team, Appoints Tyler Voss as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Former Nuveen Managing Director, Tyler Voss, Brings Extensive Relationships and Expertise and Leadership in Asset Management, Banking and Wealth Management Amicus.io, the fintech company on a mission to create a more generous world, today announced Tyler Voss as its Chief Revenue Officer (CRO). With nearly two decades of experience developing relationships throughout......
Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm
Investments News

Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies announced that last month when it’s subsidiary Forta Financial signed an Agreement and Plan of Merger with Vestus Group and it’s affiliate NCW in California, that the same month the Monterey Herald recognized Vestus Group as the Best Investment Firm for the year. The Monterey Herald presented their Readers’......
Nuveen and iCapital Network Expand Access to Alternative Investment Funds
Fintech News

Nuveen and iCapital Network Expand Access to Alternative Investment Funds

Fintech News Desk
by Fintech News Desk0
Custom technology and distribution agreement will simplify access to select Nuveen alternative investing products for accredited investors Nuveen, a leading global investment manager with over $1 trillion of assets under management, and iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth......
J. Christopher Giancarlo, Former CFTC Chairman, Joins BlockFi Board of Directors
Digital Fintech News

J. Christopher Giancarlo, Former CFTC Chairman, Joins BlockFi Board of Directors

Fintech News Desk
by Fintech News Desk0
Widely recognized as a regulatory trailblazer in the digital asset space, Giancarlo will be a source of trusted counsel for the company as it continues to grow and innovate BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced that......
WesBanco Again Ranked by Forbes as a World's Best Bank
Banking Digital Fintech Mobile Banking News

WesBanco Again Ranked by Forbes as a World’s Best Bank

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announces that its affiliate, WesBanco Bank, has again been named to Forbes magazine’s ranking of the World’s Best Banks, which was based on customer satisfaction and consumer feedback.  With strong scores across the survey, WesBanco received very high scores for ‘satisfaction’, ‘customer services’, ‘financial......
iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer
Fintech News

iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
Senior security executive will expand upon Capital’s comprehensive information security and IT risk management program to support iCapital’s continued growth iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced Gary Owen will join iCapital as Chief......
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
by Fintech News Desk0
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
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