Tag : wealth management

Trulite Announces Leadership Changes
Finance Fintech Investments News

Trulite Announces Leadership Changes

Fintech News Desk
by Fintech News Desk0
Trulite, Inc. is pleased to announce recent additions to its board of directors. The changes are preparing the company for its new positioning in the growing hydrogen and clean power technologies market. Chairman of the board, John White, who represents the largest investor group, said the board additions are effective January 1, 2021.......
Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion
Business Fintech News

Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion

Fintech News Desk
by Fintech News Desk0
Family Office Networks, the largest collaborative family office community in the world, announced that it is embarking on a Series A capital raise to fuel business expansion in order to meet increased demand from its fast-growing fintech platform dedicated to the family office space. “With the number of millionaires and......
Wealthcare Expands Business Development Team with Two Key Additions
Business Finance Fintech News

Wealthcare Expands Business Development Team with Two Key Additions

Fintech News Desk
by Fintech News Desk0
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Western Union Integrates With Swift gpi
Banking Fintech Investment Services News Risk Management

Synechron Adds New Analytics Capabilities To Buy-side Package With Ravenpack

Fintech News Desk
by Fintech News Desk0
Synechron Inc., a leading digital transformation consulting firm focused exclusively on the financial services industry, today announced its partnership with RavenPack, the leading data analytics provider for financial services. Synechron and RavenPack have partnered to provide augmented data analytics capabilities that are built into two of the new InvestTech Accelerator......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

Fintech News Desk
by Fintech News Desk0
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Fintech News

Julene Richards Named Assistant Market Head at UBS in South Florida

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that Julene Richards has been appointed Assistant Market Head of South Florida. Julene brings 25 years of experience to the role having previously served as the South Florida Market Supervisory Officer at UBS. Read More:  XP Inc. Acquires Riza M&A “With over two decades of service at UBS, Julene......
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