Tag : wealth management

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......
Asset-Map Named as the Top Financial Planning Software by Financial Advisors
Finance Fintech News

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

Fintech News Desk
by Fintech News Desk0
Asset-Map was voted the highest rated and fastest growing financial planning software in the 2021 Technology Tools for Today/Inside Information Advisor Software Survey Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial planning software companies. The ranking came as......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform
Finance Fintech News

THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform

Fintech News Desk
by Fintech News Desk0
Acquisitions are part of a strategic expansion and come on the heels of J.P. Morgan’s acquisition of 55ip from TIFIN in December 2020 THE TIFIN GROUP, a holding company with nine fintech companies for the asset and the wealth management industry, announced the acquisitions of a risk profiling company, Totum......
Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain
Digital Fintech News

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

Fintech News Desk
by Fintech News Desk0
Citi has launched the first fully automated securities lending solution for wealth management firms they custody, in partnership with fintech firm Sharegain. “Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.” Through Citi’s solution, wealth......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
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