Ultra High Net Worth Individuals - All News And Posts By Crowdfund Insider

STP Investment Services Acquires Wealth Advisory Fintech WealthSite

December 16, 2022 @ 9:17 pm By Omar Faridi |

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, announced it has acquired WealthSite, a firm that provides “a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money… Read More

Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020

December 28, 2020 @ 11:28 pm By Omar Faridi |

Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have been “deeply affected by the fallout from this global pandemic.” The Addepar team now believes that it’s… Read More

Wealthtech: Martin Stadler, CEO at Swiss Wealth Management Fintech Altoo, Says it’s Important to Work with Incumbents to Offer Quality Services

June 1, 2020 @ 7:33 am By Omar Faridi |

Martin Stadler, CEO at Altoo, the developer of a wealth platform which focuses on connecting people, wealth, and related processes by leveraging the latest technology, says that his company has onboarded significantly more clients recently because of the current market situation which has seen highly… Read More