Tag : wealth management

THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
Fintech News

THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media

Fintech News Desk
by Fintech News Desk0
Financialanswers.io will be led by TIFIN partner and former CEO of StockTwits and GM of MarketWatch, Ian Rosen Financialanswers.io starts with the acquisition of Adam Mesh Trading Group on the heels of a funding round from JP Morgan Asset Management, Morningstar & Broadridge  The TIFIN GROUP, a fintech platform with......
Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving
Fintech News

Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving

Fintech News Desk
by Fintech News Desk0
Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator GiveClear US to Provide DAF Sponsorship to The TIFIN Group Amicus.io, the fintech company on a mission to create a more generous world, today announced fintech platform, The TIFIN Group (TIFIN) as a client. TIFIN will have access to the......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Amicus.io Expands Global Business Development Team, Appoints Mike Todd as Vice President of Sales
Finance Fintech News

Amicus.io Expands Global Business Development Team, Appoints Mike Todd as Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Former Fidelity Investments Canada VP Brings Two Decades of Leadership in Wealth Management and Charitable Giving Amicus.io, the fintech company on a mission to create a more generous world, announced Mike Todd as Vice President of Sales, responsible for the company’s business development and sales in Canada. Amicus.io is making charitable giving......
Seth Stuart Appointed Head of Alternative Investment Product Solutions at RealBlocks
Fintech Investments News

Seth Stuart Appointed Head of Alternative Investment Product Solutions at RealBlocks

Fintech News Desk
by Fintech News Desk0
RealBlocks names alternative investments product development and investment marketing strategies expert to lead product solutions at the firm RealBlocks, an alternative investments platform that enables global distribution capabilities for fund managers, announces that Seth Stuart has joined the firm as Head of Alternative Investment Product Solutions. Mr. Stuart joins RealBlocks......
WebBank Announces Seth Goodman Named SVP-Chief Revenue Officer
Banking Fintech News

WebBank Announces Seth Goodman Named SVP-Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
WebBank today announced the appointment of Seth Goodman as the Senior Vice President-Chief Revenue Officer. “Seth brings a strategic understanding of the FinTech industry and decades of business development, project management and strategy experience that will further propel WebBank’s continuing growth and evolution.” Seth joined WebBank in May 2021 and......
Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems
Fintech News

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems

Fintech News Desk
by Fintech News Desk0
Fidelity Increased Real-Time Integrations by 200% Since 2018; New Integration Xchange Capabilities Streamline the Deployment and Management of 200+ Available Fintech Integrations AdvisorEngine, Advyzon, Agreement Express, Laser App, Orion and 55ip Among New and Enhanced Integrations Fidelity Institutional announced updates to Integration Xchange, its award-winningi, open architecture digital store that helps......
Railz Raises $15 Million to Fund Future Growth
Finance Fintech News

Railz Raises $15 Million to Fund Future Growth

Fintech News Desk
by Fintech News Desk0
Railz.ai’s API allows financial institutions and fintechs to connect to their SMB clients’ accounting data Railz, developer of an API that enables financial institutions and fintechs real-time access to their customers’ accounting data, has raised $12 million (USD) in a Series A round of funding. This is on top of......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
Amicus.io Expands Global Business Development Team, Appoints Tyler Voss as Chief Revenue Officer
Banking Fintech News

Amicus.io Expands Global Business Development Team, Appoints Tyler Voss as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Former Nuveen Managing Director, Tyler Voss, Brings Extensive Relationships and Expertise and Leadership in Asset Management, Banking and Wealth Management Amicus.io, the fintech company on a mission to create a more generous world, today announced Tyler Voss as its Chief Revenue Officer (CRO). With nearly two decades of experience developing relationships throughout......
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