Tagged: tom chard

Wealth Management Platform FNZ Confirms Acquisition of YieldX

February 23, 2023 @ 10:00 pm By Omar Faridi |

FNZ, the global wealth management platform, has confirmed the completion of its acquisition of YieldX, a US-based provider of fixed-income portfolio management technology and optimization services for the wealth management industry. The acquisition “brings together the full-service end-to-end platform of FNZ with YieldX’s market-leading digital… Read More

Read more in: Fintech, Global | Tagged acquisition, adam green, digital financial services, financial services, fnz, tom chard, united states, us, wealth management

Financial Wellness Platform Envestnet Partners with FNZ, a Global Wealth Platform

October 28, 2022 @ 5:40 pm By Omar Faridi |

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced that it is partnering with FNZ, a global wealth platform, to create “a fully digital, integrated wealth management experience for the U.S. market.” The integration of Envestnet’s and FNZ‘s… Read More

Read more in: Fintech | Tagged adrian durham, bill crager, digital financial services, digital technology, digital transformation, digitalization, envestnet, financial wellness, fnz, intelligent systems, rich aneser, tom chard, united states, us, wealth management, wealth platform