Tag : WealthTech

WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
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
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......
Understanding Global Fintech Market
Featured Fintech Fintech Primers Markets

Understanding Global Fintech Market

Pooja Choudhary
Fintech doesn’t need an introduction because of its strong worldwide demand and rapid growth. Globally, the Fintech industry has seen its value and investment flow correct. The operating and revenue models for firms in the fintech industry were impacted by recent legislative reforms. Deal flow activity in this market should......
SafeTree: Embedded Insurance - Huge Opportunity to Increase Insurance Penetration in India
InsurTech News

SafeTree: Embedded Insurance – Huge Opportunity to Increase Insurance Penetration in India

Fintech News Desk
India has significant penetration gap in insurance cover across all sections of society. Insurance penetration for health and life insurance is less than 5% and further those having insurance policies, do not have adequate insurance as per their needs. One of the reasons for low penetration is high cost of distribution......
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth
Investments News Trading

Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth

Fintech News Desk
The acquisition of Tradesocio will extend Bambu’s digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion  Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai. This acquisition......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

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......
Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor
B2C Fintech Fintech Funding Investment Services News

Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor

Fintech News Desk
January 21, 2021 Berlin-based WealthTech PaaS Elinvar successfully signs €25 million funding round to scale its multi-tenant platform, connecting the wealth management ecosystem. The lead investor for the round is Toscafund Asset Management (subject to approval of the BaFin, the federal office for financial supervision). Existing shareholders Ampega Asset Management,......
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