Masttro Launches Next-Gen Platform for Wealth Management
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth
S64, the global alternatives fintech and solutions partner to the wealth management industry today announced that AlTi Tiedemann Global (“AlTi”), the leading independent global wealth manager, will utilise S64’s proprietary technology and product manufacturing in Europe and Asia. S64 will support AlTi to optimise operational efficiencies through platform management and digital distribution. AlTi is a leading independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as...
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
Agora Data, Inc., a leading consumer fintech company delivering cutting-edge technology, capital solutions, and robust loan performance analytics for the subprime to non-prime market, recently completed a $24 million transaction for United Consumer Finance, an indirect auto finance company that is aligning strategic resources for future growth. This innovative funding solution combines traditional refinancing structures with forward-flow arrangements, illustrating how finance companies can leverage access to capital and advanced AI-driven analytics to expand operations and increase profitability....
Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), is proud to announce HUDSONPOINT capital has joined its network of wealth management firms. HUDSONPOINT capital has significantly enhanced its capabilities and its access to exclusive investment opportunities by affiliating with Arete Wealth’s broker-dealer, registered investment advisor, and insurance agency. For over two decades, HUDSONPOINT capital has been dedicated to guiding clients towards more promising returns by providing access to alternative investment strategies and...
UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets. “On behalf of the entire...
Additional round brings OpenYield's total funding to $7M
Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of Matt Somma as a managing director in the financial services group. His primary responsibilities will be advising asset and wealth management firms on M&A transactions and capital raises, as well as providing advice to family offices and their respective portfolio companies on strategic alternatives. Somma will be based in the New York office and report to Bill Burgess and Scott Clark, co-heads of investment banking...
Industry Veteran Todd Fithian joins Merchant to propel strategic opportunities to growth-oriented wealth management firms throughout Canada