Tag : investment

Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
SIGMA AI Closes on Investment from Trading Technologies to Build TT AI and Innovation Hub
Fintech News Trading

SIGMA AI Closes on Investment from Trading Technologies to Build TT AI and Innovation Hub

GlobeNewswire
by GlobeNewswire0
SIGMA AI, an innovative fintech company specialising in real-time data and AI-driven insights, announced a minority investment by Trading Technologies, International Inc. (TT), a global capital markets technology platform services provider. This strategic investment establishes a deeper partnership, with SIGMA AI developing a proprietary AI and innovation hub for TT.......
WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers
Artificial Intelligence Investment Services News

WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers

PR Newswire
by PR Newswire0
MDOTM Ltd’s AI platform Sphere will be available through the WealthAi MarketPlace, providing advisors and wealth managers with enhanced capabilities for portfolio construction, rebalancing, and automated reporting WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth......
Wells Fargo Boosts Chicago Technology Banking Team with Investment in Talent
Banking Finance Fintech News

Wells Fargo Boosts Chicago Technology Banking Team with Investment in Talent

Business Wire
by Business Wire0
Efforts part of Commercial Banking’s focus on rapidly growing segment Wells Fargo Technology Banking has expanded its Chicago-based team with two key hires, reinforcing the bank’s long-term commitment to innovation and growth in commercial banking for the tech sector. This expansion represents the largest investment in talent since the group’s......
Flexi Software Receives Strategic Investment from Quality Standard
Fintech Investment Services News

Flexi Software Receives Strategic Investment from Quality Standard

PR Newswire
by PR Newswire0
Flexi Software, a leading provider of accounting software for insurance, financial institutions, and other markets with complex accounting needs, announced it has received a strategic investment from Quality Standard. The investment will enable Flexi to deepen its commitment to product innovation and world-class customer service, in partnership with a long-term......
Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token
Finance Investment Services News

Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token

EIN Presswire
by EIN Presswire0
DeFAI Protocol Simplifies Onchain Investment Management Through AI-Powered Custom Vaults and SOL20 Stablecoin Margarita Finance announced the launch of its agentic stablecoin technology to an invite-only user base this week, introducing a DeFAI protocol that automates AI-based institutional investment management through yield-bearing stablecoins. The company’s new protocol autonomously builds and issues......
The Open Platform Is First Unicorn in Web3 Ecosystem in Telegram at $1Billion Valuation
Fintech Investment Services News Technology

The Open Platform Is First Unicorn in Web3 Ecosystem in Telegram at $1Billion Valuation

PR Newswire
by PR Newswire0
The equity round was led by Ribbit Capital, a leading fintech and crypto investor, with Pantera Capital also participating.  The investment underscores strong confidence in The Open Platform’s continued development of the blockchain ecosystem in Telegram, being built on TON. The involvement of prominent investors and the raised capital will support the launch......
PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing
Fintech Investment Services News

PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing

Business Wire
by Business Wire0
PureFacts identified as select provider for Pershing clients’ fee billing and advisor compensation and incentive planning and management needs. PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced a deepened relationship with BNY Pershing as the select provider for their clients’ billing......
Haptiq Launches Game-Changing AI Platform to Future-Proof Private Equity Portfolios Through Market Cycles
Artificial Intelligence Fintech News

Haptiq Launches Game-Changing AI Platform to Future-Proof Private Equity Portfolios Through Market Cycles

Business Wire
by Business Wire0
Built for the private equity firms shaping the future, Haptiq delivers the speed, clarity, and execution edge today’s market demands As economic volatility continues to test the limits of traditional investment strategies, private equity firms face longer holding periods and mounting pressure to deliver value creation beyond financial engineering with......
Voya Investment Management Announces Leadership Changes to Its Investment Platforms
Fintech Investment Services News

Voya Investment Management Announces Leadership Changes to Its Investment Platforms

Business Wire
by Business Wire0
Today’s announcements are a natural evolution of Voya IM’s investment leadership team, reflecting thoughtful succession planning and alignment of capabilities Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. announced several senior leadership changes to its investment platforms. “Over the past few years as the pace......
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