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163 Results from /wealth, 2022

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Empaxis and EXL forge wealth management pact

Empaxis, experts in middle- and back-office operations for wealth and asset managers, announced a partnership with EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company.

/wealth

Green Dot and Wealthfront extend partnership

Green Dot Corporation (NYSE: GDOT), a digital bank and fintech enabling powerful banking and payment solutions for businesses and consumers, and Wealthfront, an industry-leading automated wealth management provider serving the next generation of investors, have extended their partnership that provides seamless checking features and money movement for Wealthfront’s award-winning Cash Account.1

/wealth

Intech signs for SimCorp Investment Operations Service

Intech, a quantitative asset manager investing on behalf of pension funds, governments, endowments, and other institutional investors worldwide, has selected SimCorp as its partner for the implementation of SimCorp's state-of-the-art Investment Operations Service solution.

/wealth

STP Investment Services buys WealthSite

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, today 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 managers serving ultra-high-net-worth (UNHW) clients.

/wealth

ICE and BNY Mellon | Pershing agree wealth management integration

Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced today that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform NetX360+®.

/wealth

Collective Equity launches equity pooling fund to liberate founders' wealth

An innovative British start-up, Collective Equity, has launched the UK’s first equity pooling fund to give liquidity to founders who have their entire wealth tied up in the businesses they create.

/wealth

Revolut adds Platinum and Palladium to commodities trading menu

Revolut, the global financial super-app with more than 25 million retail customers, announced today that Standard, Plus, Premium and Metal customers in the EEA, Switzerland and the UK can now access Platinum and Palladium exposure through the Revolut app.

/wealth

FCA sets out ideas to improve information provided to retail investors

The FCA is seeking views on how to ensure investors get clear, helpful information.

/wealth

Broadridge and IntraFi team on securities-based lending

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

/wealth

Alpian goes live with core banking and payments services on Temenos Banking Cloud

Temenos (SIX: TEMN), today announced that Alpian SA ("Alpian"), Switzerland’s first digital private bank, has gone live with core banking and payments services on Temenos Banking Cloud.

/wealth

Seeds Investor snags $2.7 million seed round

Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, today announced it has closed a seed funding round of $2.7 million.

/wealth

Wave Financial hires Harumi Urata-Thompson as CFO

Wave Financial LLC (Wave), the SEC-regulated digital asset investment management company, today announced the appointment of Harumi Urata-Thompson as Chief Financial Officer. She will report to David Siemer, Chief Executive Officer, and is based in New York City.

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