Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences
Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences
Alviere, the leading Embedded Finance provider, today announced a multi-year strategic agreement with Oracle to deliver embedded finance capabilities to global enterprises. With this collaboration, Oracle can integrate Alviere’s regulated payment services directly into its industry application suites, enabling secure and compliant money movement within existing workflows. This will enable Oracle to embed services such as card issuance, domestic and international payments, automated pay-by-bank workflows, and treasury functionality within its industry applications. The partnership brings together Oracle’s...
Condor's AI-powered platform automatically unifies clinical, operational, and financial data to empower life sciences companies to see, predict, and control the cost of bringing life-changing therapies to patients
Changelly, a leading instant crypto exchange, and SafePal, a next-generation non-custodial crypto wallet manufacturer, are joining forces to help users strengthen the security of their funds while keeping everyday crypto swaps fast and simple. Bringing together Changelly’s instant exchange infrastructure and SafePal’s cold storage expertise, the initiative introduces a limited-edition collection of SafePal S1 hardware wallets to the Changelly community. According to a recent Changelly survey, over 52% of users prioritize strong asset protection and full control over their funds when choosing a crypto wallet....
New dataset transforms complex regulatory filings into standardized financial data accessible through high-performance APIs
Quorus, a technology-driven asset manager, today announced the close of its $5 million seed round anchored by WisdomTree with major participation from Connecticut Innovations, Nassau Financial Group, as well as strategic investors from across the wealth management industry. The round comes as asset managers and advisors continue to launch and adopt custom, tax-managed, separately managed account solutions. Quorus operates as an extension of the asset manager, providing operational infrastructure to manage thousands of separately managed...
Citi® credit cardmembers gain access to fast, convenient checkout at leading online merchants
Associated Banc-Corp a strategic leadership transition in its Milwaukee market designed to accelerate both local growth and the continued expansion of its national verticals. Effective April 1, Neil Riegelman, senior vice president and head of Commercial Banking – Milwaukee and Madison, will also assume the role of Milwaukee market president. He succeeds John Utz, executive vice president, Milwaukee market president and head of Specialized Industries, who will dedicate his focus to scaling the bank’s nationally...
Mintos, a European multi-asset investment platform for long-term wealth building, is expanding into crypto by offering regulated exchange-traded products (ETPs) that provide exposure to cryptocurrencies starting from just €5. The crypto ETPs are issued by established global providers such as BlackRock iShares and VanEck; they track the price of an underlying cryptocurrency and trade similarly to ETFs. This launch further strengthens Mintos’ collaboration with Upvest, already a partner for its ETF offering. Through this partnership, Upvest...
Strategic hire underscores CopperPoint's commitment to advancing product strategy and expanding its national footprint