Tag : wealth management

AssetMark Closes on the Acquisition of Voyant
Fintech News

AssetMark Closes on the Acquisition of Voyant

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., a leading provider of wealth management and technology solutions for financial advisors, announced the completion of its acquisition of Voyant, a global provider of SaaS-based financial planning, wellness and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms......
HSBC Asset Management Finances the Launch of RadiantESG Global Investors
Investments News

HSBC Asset Management Finances the Launch of RadiantESG Global Investors

Fintech News Desk
by Fintech News Desk0
A women-owned investment firm HSBC Asset Management announces that it is taking a minority stake in Radiant ESG, a US-based, ESG and diversity and inclusion (D&I) focused consulting firm co-founded by Heidi Ridley and Kathryn McDonald, former CEO and Head of Sustainable Investing at Rosenberg Equities, respectively. “We are delighted......
Marstone Announces Close of $5 Million Series A Funding
Fintech News

Marstone Announces Close of $5 Million Series A Funding

Fintech News Desk
by Fintech News Desk0
Led by Amerant, the second close of this financing allows Marstone to accelerate its integrated fintech ecosystem and offer complete financial wellness to clients Marstone, Inc., a leading digital wealth technology firm, announced the second close of a $5 million Series A financing round bringing the company’s total funding to......
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
Fintech News

Anastasia Amoroso Joins iCapital Network as Chief Investment Strategist

Fintech News Desk
by Fintech News Desk0
Renowned global investment strategist provides expert insight on private market investing opportunities for advisors and their high-net-worth clients Brings valuable insight about the complexities of alternative investments and reaffirms iCapital’s commitment to providing educational resources to the wealth management industry iCapital Network, the leading global financial technology platform driving access......
d1g1t Fuels Continued Growth With New Fundraising Round
B2B Fintech News Risk Management

d1g1t Fuels Continued Growth With New Fundraising Round

Fintech News Desk
by Fintech News Desk0
Longtime Strategic Partner and Investor CI Financial Leads Round New Investors Include National Bank of Canada’s Corporate Venture Capital Arm NAventures and U.S. Venture Capital Firm MissionOG d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced it has closed......
Community First Bank Selects Q2’s Digital Banking Platform
Banking Digital News

Community First Bank Selects Q2’s Digital Banking Platform

Fintech News Desk
by Fintech News Desk0
Washington-based community bank partners with Q2 to deliver a seamless digital banking and wealth management experience for its clients Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, today announced that Community First Bank of Kennewick, Washington chose Q2’s best-of-breed platform to deliver a unified......
Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership
Investments News

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Criptonite AM, an innovative Swiss wealth management company, announced its strategic partnership with Wave Financial (Wave), a SEC regulated digital asset investment manager founded in 2018 with over $500 million in assets under management. The partnership will bring together the experience of traditional Swiss wealth management and the technology focus of one of......
Exchange Bank Announces Thomas Sands, Vice President, Regional Sales Manager
Banking News

Exchange Bank Announces Thomas Sands, Vice President, Regional Sales Manager

Fintech News Desk
by Fintech News Desk0
Exchange Bank announces Thomas Sands as vice president, regional sales manager, responsible for overseeing Exchange Bank’s southern region. Exchange Bank welcomes Thomas Sands as vice president, regional sales manager, responsible for overseeing Exchange Bank’s southern region. Thomas comes to Exchange Bank with a strong background and hands-on credit experience from......
Griffin Capital Company Announces Partnership with iCapital Network®, Leading Fintech Platform
Fintech News

Griffin Capital Company Announces Partnership with iCapital Network®, Leading Fintech Platform

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Access to Griffin Capital’s Alternative Investment Solutions Griffin Capital Company, LLC (“Griffin Capital”), a leading alternative investment asset manager, announced a partnership with iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries. The partnership......
Shannon Allmon Joins BlockFi as General Manager of Retail
Cryptocurrency Digital Fintech News

Shannon Allmon Joins BlockFi as General Manager of Retail

Fintech News Desk
by Fintech News Desk0
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced that Shannon Allmon has joined the company as General Manager of Retail. Mr. Allmon will be responsible for developing and executing programs, services, and products crafted for the needs of BlockFi’s......
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