Tagged: george gatch

The TIFIN Group, a Fintech Platform for Wealth Management, Finalizes $22.3M Round from JPMorgan, Morningstar, Broadridge

April 21, 2021 @ 10:17 pm By Omar Faridi |

The TIFIN GROUP, a Fintech platform with 10 active operating firms for the asset and wealth management sector, revealed on Tuesday (April 20, 2021) that it finalized a $22.3 million Series B round. The Group also announced the addition of three strategic investors to its… Read More

Read more in: Fintech | Tagged boulder, broadridge, chris perry, dr. vinay nair, fintech adoption, fintech trends, george gatch, jpmorgan, kunal kapoor, morningstar, mumbai, new york, tifin, tifin group, united states, us, wealth management

JPMorgan to Acquire Fintech Firm 55ip in order to Help Advisors with Setting Up Tax-Efficient Portfolios

December 3, 2020 @ 10:32 pm By Omar Faridi |

JPMorgan (NYSE:JPM), the largest US bank, is reportedly planning to acquire Fintech firm 55ip in order to assist financial advisors with setting up tax-efficient investment portfolios. JPMorgan Chase’s management noted that the bank’s asset management unit has decided to buy Fintech company 55ip so that… Read More

Read more in: General News, Fintech | Tagged 55ip, acquisition, asset management, financial advisors, financial services, george gatch, investment portfolios, jpmorgan, jpmorgan chase