Tagged: wealth management

January 22, 2023 @ 3:32 pm By Omar Faridi  |  

Bank Nagelmackers, which claims to be one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and services company, in order “to implement a new private client wealth management platform for the bank’s advisory, discretionary… Read More

January 17, 2023 @ 8:31 am By Omar Faridi  |  

FNZ, the global wealth management platform, is pleased to announce the acquisition of Fondsdepot Bank, one of the leading independent platforms for trading and custody in Germany. The acquisition represents “a further investment by FNZ in the German market and will bring together the complementary… Read More

January 12, 2023 @ 10:46 pm By Omar Faridi  |  

Weltio has launched a wealth management platform for Latin Americans with Alpaca Broker API. Weltio is a technology wealth management platform that “offers Latin American investors the opportunity to invest in U.S. stocks, ETFs, and cryptocurrencies.” Weltio, was founded in September 2021 by David Abusaid… Read More

January 12, 2023 @ 11:42 am By Omar Faridi  |  

Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, acknowledges its client, Parallel Advisors, on its acquisition of AUTUS Asset Management and substantial investment from Golden Gate Capital, a private equity investment firm. In connection with… Read More

January 11, 2023 @ 3:44 pm By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the appointment of Agnes Bundy Scanlan to the company’s board of directors, “effective January 1, 2023.” Ms. Bundy Scanlan “brings a wealth of experience from her 30-year career in… Read More

January 5, 2023 @ 10:48 am By Omar Faridi  |  

Bondsmith, the UK’s provider of cash management and savings solutions to the wealth management industry, has become a principal member of Visa, a key player in digital payments, “to further its mission of improving the wealth management industry through embedded banking services.” “Super-apps” and fintechs… Read More

December 28, 2022 @ 8:38 am By Omar Faridi  |  

In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.” Addepar is also pleased “to announce individual table and chart filters in Analysis views.” You’ll also “find… Read More

December 23, 2022 @ 12:21 pm By Omar Faridi  |  

Empaxis, which claims to be an expert in middle- and back-office operations for wealth and asset managers, announced a partnership with EXL [NASDAQ: EXLS], a data analytics and digital operations and solutions company. Pairing Empaxis’ middle- and back-office expertise, with EXL’s data, analytics, and digital… Read More

December 20, 2022 @ 11:06 am By Omar Faridi  |  

Green Dot Corporation (NYSE: GDOT), a digital bank and fintech enabling powerful banking and payment solutions for businesses and consumers, and Wealthfront, an automated wealth management provider serving the next generation of investors, have extended their partnership that “provides seamless checking features and money movement… Read More

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

December 15, 2022 @ 9:39 pm By Omar Faridi  |  

Intercontinental Exchange, Inc. (NYSE: ICE), a global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been “integrated into BNY Mellon |… Read More

December 12, 2022 @ 5:49 pm By Omar Faridi  |  

Carefull announced a partnership with Cetera Financial Group, which claims to be a leading financial services firm and one of America’s “largest” networks of financial professionals. Through a collaborative partnership, Cetera financial professionals now “have access to Carefull’s state-of-the-art technology, which is purpose-built for those… Read More

December 12, 2022 @ 4:16 pm By Omar Faridi  |  

FLX Networks, the technology platform modernizing the engagement between asset and wealth management firms, announced the addition of eleven new hires this quarter, “including two new C-suite roles and others in sales and marketing—actions consistent with the plans recently announced in the firm’s $10MM capital… Read More

December 10, 2022 @ 6:30 pm By Omar Faridi  |  

Amid an increased demand for wealth lending generally and securities-based lending (SBL) specifically, global Fintech, Broadridge Financial Solutions, Inc. (NYSE: BR) announced a partnership with IntraFi to offer “a streamlined securities-based lending service for banks, brokerage firms, and wealth management firms.” Through this partnership, IntraFi… Read More

December 7, 2022 @ 3:33 pm By Omar Faridi  |  

TIFIN, the wealth AI platform known for its engaging experiences to enable better outcomes, has launched a new platform, TIFIN AMP, that “addresses distribution frictions in the asset management industry.” This new platform “combines marketing, data science and sales enablement capabilities to drive more intelligent… Read More

December 1, 2022 @ 7:47 pm By Omar Faridi  |  

Philcoin, which claims to be one of the largest philanthropic movements, is changing the way crypto users “view and respond to the current bear market.” Despite the conditions and controversies regarding crypto company fallouts, Philcoin launches products “focused on generating individual wealth and empowerment.” Philcoin’s… Read More

November 30, 2022 @ 9:54 pm By Omar Faridi  |  

InvestCloud, which claims to be the global leader in financial digital transformation, announced that Huntington National Bank has “launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology.” Huntington is “a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179 billion… Read More

November 29, 2022 @ 10:40 pm By Omar Faridi  |  

ChainUp Group, a global blockchain technology solutions provider, announced the launch of the IPFS Infrastructure Flagship Fund I (the Fund) by its subsidiary Bedrock Trust Pte Ltd, a Singapore-based and licensed asset and wealth management firm. Bedrock Trust will “be the manager of the Fund,… Read More

November 26, 2022 @ 6:31 pm By Omar Faridi  |  

QUANTIFEED, the provider of digital wealth management solutions, announces that it has acquired ALPIMA, a London-based portfolio construction, visualisation, and analytics fintech company. Alex Ypsilanti, Co-Founder and CEO of Quantifeed, said: “We are very excited about bringing together two hugely talented teams of financial engineers… Read More

November 14, 2022 @ 8:10 am By Omar Faridi  |  

iCapital, the fintech platform driving access to alternative investments for the wealth management industry, announced the recent expansion and official opening of its new Lisbon office “as the company’s global hub for technology development and operations.” In the past 24 months, iCapital increased its global… Read More