Tag : wealth management

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......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Alliance Data Names New CFO
Fintech News

Alliance Data Names New CFO

Fintech News Desk
by Fintech News Desk0
– Veteran financial services executive Perry Beberman to join Company as Executive Vice President and CFO effective early July – Beberman, 55, brings more than 30 years’ experience, having held executive finance positions within global, complex financial institutions – Succeeds Tim King, who resigned effective April 13th – Ralph Andretta,......
Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
Digital Fintech News

Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth

Fintech News Desk
by Fintech News Desk0
Former Valor Equity Partners executive and Salesforce alum David Obrand joins as President to expand client value and scale Addepar’s business globally Addepar, a leading technology platform for wealth management, today announced that assets on the platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week......
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