Tag : WealthTech

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Finance Fintech Funding News

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

Business Wire
by Business Wire0
White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, and GiftingNetwork, a leading provider of comprehensive philanthropic solutions, announced an integration partnership that empowers Orion advisors......
Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer
Fintech News

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

PR Newswire
by PR Newswire0
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, announced the appointment of Sue Quackenbush as its Chief People Officer (CPO), effective July 14. In this role, Quackenbush will lead the company’s global people strategy, with an emphasis on advancing employee engagement, fostering a unified culture, aligning......
Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation
Fintech News Technology

Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation

Business Wire
by Business Wire0
New CTO to accelerate tech transformation across Orion’s platform, supporting more than 2,400 independent advisory firms and 7.3 million technology accounts Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced the appointment of Valli Nachiappan as Chief Technology Officer (CTO).......
Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
Artificial Intelligence Fintech News

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors

Business Wire
by Business Wire0
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption What a difference a year makes. According to wealthtech provider Advisor360°, financial advisors are embracing generative AI (Gen AI) as a game-changing efficiency tool for everything from predictive analytics to summarizing meeting notes. Advisor360°’s research reveals that......
Orion Announces Wealthtech Industry Leader Chris Shutler as Head of Strategy
Finance Fintech News

Orion Announces Wealthtech Industry Leader Chris Shutler as Head of Strategy

Business Wire
by Business Wire0
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Chris Shutler, CFA, as Head of Strategy. In his new role, Chris leads the development and execution of corporate strategy, including market analysis and growth opportunities. Chris also......
Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
Finance Fintech News

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Business Wire
by Business Wire0
Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. “We recognize that the ever expanding universe of foundational Generative AI models, more......
Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities
Fintech News

Bump Raises $3 Million in Seed Funding to Help Creators Maximize Their Wealth-Creating Opportunities

PR Newswire
by PR Newswire0
Wealthtech and Fintech platform built exclusively for creators to help realize undiscovered revenue opportunities and understand their market value Bump, the wealthtech and financing platform for creators, announced that it has raised $3 million in seed funding. Investors in the round include Impact X Capital, Capitalize VC, Serac Ventures, Tristan Walker’s Heirloom Ventures,......
WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
by PR Newswire0
Transformative onboarding technology dramatically improves the user experience for investors and advisors WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure. “We are......
Raines International Hires Leading Fintech Recruiter Gerard Dash
Fintech News

Raines International Hires Leading Fintech Recruiter Gerard Dash

Fintech News Desk
by Fintech News Desk0
Gerard Dash joined Raines International as a Senior Vice President, FinTech. Based in Atlanta, Dash brings nearly a decade’s experience in executive search and will operate in Raines’ Global Software & Technology Practice Raines International, a leading executive search and talent advisory firm, announced that Gerard Dash joined as a......
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