Tag : wealth management

GlobalFintechSeries Interview with Kevin Hughes, Senior Product Manager, Aggregation Services, Digital Payment Solutions at Fiserv
Banking Fintech Interviews Risk Management

Global Fintech Interview with Kevin Hughes, Senior Product Manager, Aggregation Services at Fiserv

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase and More!  ...
Addepar Raises $117M in Series E Funding
Fintech Fintech Funding Investment Services News

Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0
Investment led by WestCap Group will support the expansion of Addepar’s industry-leading platform Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group (“WestCap”). WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner......
FNZ TO ACQUIRE SILICA FROM NINETY ONE
Fintech News

FNZ TO ACQUIRE SILICA FROM NINETY ONE

Fintech News Desk
by Fintech News Desk0
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market. FNZ, a leading global wealth management platform with over €700 billion in assets under administration, has agreed to acquire South African third-party administration firm Silica from Ninety One. Read More: Tribe......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech Investment Services News

Bill.com Launches Tailored Offering For Wealth Management Firms To Help Deliver Bill Pay Services For High-Net-Worth Clients

Fintech News Desk
by Fintech News Desk0
Bill.com (NYSE: BILL), a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB) today announced a new offering for wealth management firms supporting high-net-worth clients. The solution enables firms to shift from a cumbersome and time-intensive approach to an......
Venminder
Banking Business Fintech Investment Services News

Frost Bank Goes Live On Fi-Tek’s Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing......
WealthTech-Leader-Skience-Welcomes-New-Hires-in-Response-to-Incoming-Client-Demand
Business Fintech Investment Services News

WealthTech Leader Skience Welcomes New Hires In Response To Incoming Client Demand

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced wealth management professionals to meet the demands of recent growth. These new hires enable Skience to improve the delivery of its award-winning wealth management platform solutions while ensuring a world-class client relationship experience. Read......
Yieldstreet Prism Fund is Open to Non-Accredited Investors
Fintech Fintech Funding Investment Services News

Yieldstreet Prism Fund is Open to Non-Accredited Investors

Fintech News Desk
by Fintech News Desk0
Yieldstreet, the digital wealth management platform, announced that the Yieldstreet Prism Fund (the “Fund”) has expanded access to alternative investments to a broader potential pool of investors by opening the Fund to all investors. Read More: Prime Trust Launches Proprietary Core Banking Software for Fractional Assets, Including Cryptocurrency “The equities......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Business Fintech InsurTech News

Lufax Holding Ltd Provides Updates Regarding Recent Regulatory Development

Fintech News Desk
by Fintech News Desk0
Lufax Holding Ltd (NYSE: LU) (“Lufax” or the “Company”), a leading technology-empowered personal financial services platform in China, today released a statement regarding the Interim Measures on Internet Micro Lending Loans (Consultation Paper) jointly issued by the China Banking and Insurance Regulatory Commission and the People’s Bank of China on......
S&T Bank Enhances Consumer Banking With New Leadership
Banking Fintech News

S&T Bank Enhances Consumer Banking With New Leadership

Fintech News Desk
by Fintech News Desk0
S&T Bank announced the appointment of Jason Forman as the executive vice president, director of consumer banking. S&T Bank is a full-service financial institution with assets of $9.2 billion and current operations in five markets including Western Pennsylvania, Eastern Pennsylvania, Northeast Ohio, Central Ohio, and Upstate New York. Read More: SBLI Increases Coverage to $750K for All......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech Investment Services News

iCapital Network Leverages U.S. Success to Accelerate International Growth

Fintech News Desk
by Fintech News Desk0
iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into the European and Asian markets. On the heels of high-profile client acquisitions and rapid organic asset growth within the U.S.......
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