Tag : wealth management

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
Lafayette Square Hires Britt Stackhouse as Managing Director of Credit Origination in the Gulf Coast Region
Banking Fintech Investments News

Lafayette Square Hires Britt Stackhouse as Managing Director of Credit Origination in the Gulf Coast Region

Fintech News Desk
by Fintech News Desk0
Lafayette Square, an impact investment platform, announced today that Britt Stackhouse has been appointed managing director, concentrating on origination and business development for Lafayette Square’s credit strategy along the Gulf Coast. In this role, Stackhouse will help Lafayette Square source opportunities to provide capital to local businesses within Texas, Louisiana, Oklahoma, and Arkansas. “Britt’s twenty years......
iCapital Network Announces Relationship with Bridgewater Associates
Fintech News

iCapital Network Announces Relationship with Bridgewater Associates

Fintech News Desk
by Fintech News Desk0
Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced the expansion of its relationship with Bridgewater Associates (“Bridgewater”), a......
Giles Colwell Joins BlockFi as Head of North America and LATAM Institutional Distribution
Banking Cryptocurrency Fintech News

Giles Colwell Joins BlockFi as Head of North America and LATAM Institutional Distribution

Fintech News Desk
by Fintech News Desk0
BlockFi has also made several senior hires to focus on continued global growth of the company BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, named Giles Colwell as Head of North America and LATAM Institutional Distribution. BlockFi also announced additional executive appointments in North......
Access Softek
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVestTM

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union, has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
KOHO Launches Instant Pay Ushering In A New Era Of Payroll Infrastructure
Fintech News

KOHO Launches Instant Pay Ushering In A New Era Of Payroll Infrastructure

Fintech News Desk
by Fintech News Desk0
KOHO is making everyday a pay day for individuals all over the country. Furthering their commitment to equip all Canadians with control over their finances, the Toronto based Fintech has launched Instant Pay with select partners and users. Breaking the mold of the current payroll infrastructure, Instant Pay allows employees to access......
seaboardfcu
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVest

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union ($181 million in assets), has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
DeFi Technologies Announces LOI to Acquire DeFi Yield Technologies Inc.
DeFi News

DeFi Technologies Announces LOI to Acquire DeFi Yield Technologies Inc.

Fintech News Desk
by Fintech News Desk0
Company also announces board approval of options repricing DeFi Technologies Inc. is pleased to announce that it has entered into a letter of intent (the “LOI“) to acquire 100% of the issued and outstanding securities in the capital of DeFi Yield Technologies Inc. (“DeFi Yield“) (the “DeFi Yield Acquisition“). DeFi Yield......
Cosaic Announces Appointment of Chief Operating Officer
Banking Fintech News

Cosaic Announces Appointment of Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Joerg Ruetschi brings operational excellence to accelerate growth across both ChartIQ and Finsemble product lines. Cosaic, a fast-growing fintech company that provides workflow solutions for the finance industry, has announced the appointment of Joerg Ruetschi as Chief Operating Officer. Based out of Cosaic’s London headquarters, Ruetschi has over 20 years of experience building, scaling,......
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......
1