Tagged: john wise

March 23, 2022 @ 2:47 pm By Omar Faridi  |  

Oppenheimer & Co. Inc., an investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – has announced the launch of the Investor Gateway, an interconnected and “intuitive” wealth management tech platform. As mentioned in the update, Oppenheimer completed the buildout of the… Read More

November 19, 2021 @ 11:18 am By Tony Zerucha  |  

A review of the Securities and Exchange Commission’s (SEC) enforcement actions in this fiscal year show a growing threat posed by cryptocurrency and decentralized finance (DeFi) scammers. The year ended Sept. 30. The SEC filed 434 new enforcement actions in FY2021, and that is a… Read More

June 22, 2021 @ 4:48 pm By Tony Zerucha  |  

The Securities and Exchange Commission has settled charges against a software provider and its CEO for misleading investors about an unregistered offer and sale of digital asset securities. Loci, Inc. and its CEO John Wise allegedly violated the antifraud provisions of Section 10(b) of the… Read More

February 2, 2021 @ 8:50 pm By Omar Faridi  |  

California-headquartered Fintech firm InvestCloud has reportedly completed a recapitalization that now values the platform at around $1 billion. According to a release, new financial investors are led by Motive Partners with Clearlake Capital Group, L.P. and also includes other InvestCloud client shareholders. Under the terms… Read More

March 24, 2020 @ 3:08 pm By JD Alois  |  

InvestCloud has selected Taryn Balthazar to lead its Asia-Pacific expansion. Based in Singapore, Balthazar will look to scale up the  company’s presence as demand for digital wealth management solutions increases across the region. InvestCloud is a Fintech that specializes in digital platforms that enable the development… Read More

March 8, 2020 @ 12:10 pm By Omar Faridi  |  

California-headquartered Fintech firm InvestCloud has introduced a platform, called InvestCloud White, in order to provide an end-to-end wealth management solution and turnkey asset management programs (TAMPs). Introduced at the 2020 InvestCloud Conference, which was recently held in Miami, Florida, InvestCloud White has been developed to… Read More

December 13, 2017 @ 1:54 pm By Samantha Hurst  |  

On Tuesday, global fintech firm InvestCloud announced it has created a digital platform and smartphone app for investment advisor Chilton Trust Company. The company reported that Chilton Trust will be using its InvestCloud Blue product to support its digital capabilities for U.S. clients. According to InvestCloud,… Read More

November 15, 2017 @ 2:00 pm By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Wednesday it has released two new lines of financial apps to run on its digital platform, InvestCloud Gray and InvestCloud Neon. According to the company, InvestCloud Gray digitizes client interactions, providing a modern and flexible platform that is affordable… Read More

July 11, 2017 @ 2:35 pm By Samantha Hurst  |  

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global fintech firm InvestCloud as a technology partner for its new digital advice platform. According to the companies, Apex will allow fintech startups and financial institutions to quickly take to… Read More

June 28, 2017 @ 10:30 am By Samantha Hurst  |  

InvestCloud Inc., a global fintech firm, announced on Wednesday that it is set to launch a financial technology incubator and accelerator at its European headquarters in Soho, London. The firm reported that its InvestCloud Innovation Center London will offer both new startups and established financial firms… Read More

May 2, 2017 @ 3:34 pm By Samantha Hurst  |  

Asian robo-advisory platform-as-a-service provider, WeInvest, announced on Tuesday it has teamed up with global fintech platform InvestCloud to enable its robo-advisory solution, which supports multi-asset based, multi-currency, goal-based, and thematic investing. Speaking about the partnership, Bhaskar Prabhakara, CEO at WeInvest, stated: “The WeInvest PaaS solution gives… Read More

April 18, 2017 @ 3:25 pm By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Tuesday the launch of its new Navy apps for pensions, endowments, and foundations (PEF). According to the company, these upgrades to Navy enable informational power for better asset allocation through robust access, control, and entry apps, offering multiple views… Read More

February 23, 2017 @ 4:54 pm By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Thursday it has formed a partnership with the City of Boston and Boston Mayor, Martin J. Walsh, to launch a new family savings program, which creates savings plans for children’s education. According to InvestCloud, the Boston Saves allows families… Read More

September 30, 2016 @ 9:15 am By Samantha Hurst  |  

Last week, JPMorgan Chase & Co. (NYSE: JPM) announced it has made an equity investment in California fintech firm, InvestCloud. The banking giant also confirmed it has formed a strategic partnership with InvestCloud to accelerate its development of brand new digital capabilities for individual investors… Read More

October 19, 2014 @ 10:46 am By JD Alois  |  

Three really innovative and creative crowdfunding campaigns for this weeks crowdfunding mailbox.  Two from Kickstarter and one favorite from Indiegogo.  Please keep them coming.  Just email us at [email protected] First up we have one for the fast nearing holiday season.  LovePop is a 3D card… Read More