Asset Management - FinTecBuzz

Sequoia Financial Group Acquires Family Asset Management

November 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

by BusinessWire

Investments

Miracle Mile Advisors Opens Chicago Office

November 6, 20244 min

National RIA expands to Chicago, enhancing wealth management offerings in the Midwest

by PRNewswire

Insurance

Delos Insurance Solutions secures further $9m funding

November 4, 20247 min

Funding will enable faster expansion to other States and development of new products.

by BusinessWire

Platforms

PureFacts Names FinTech Veteran Pete Hess as President

October 30, 20244 min

Former CEO of Advent Software and CRO at InvestCloud Joins PureFacts to Accelerate Global Expansion and Drive Innovation Across the Company’s Suite of End-to-End Revenue Management Solutions

by PRNewswire

Platforms

AlphaTrAI Rebrands as Praxis Solutions

October 15, 20246 min

Bill Dwyer-led enterprise completes realignment initiative positioning firm to fill tech solutions void in wealth and asset management industries

by BusinessWire

API/Connectivity

Mako Fintech Announces Integration with Fidelity Clearing Canada

October 9, 20245 min

Mako Fintech’s digital onboarding platform and Fidelity Clearing Canada’s tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.

by PRNewswire

Blockchain

RD Technologies Secures US$7.8 Million in Series A1 Financing

September 30, 20246 min

RD Technologies announced the successful completion of its Series A1 financing, securing US$7.8 million. In this funding round, RD Technologies has secured strategic investments from prominent industry players like HongShan, Hivemind Capital, Aptos Labs, Hash Global, SNZ Capital, Solana Foundation, Anagram, and Upward Capital. The capital injection will enable RD Technologies to continue building a financial platform that bridges the Web2 and Web3 worlds and continue to contribute to the development of the Web3 ecosystem in Hong Kong. RD Technologies announced on 18th...

by GlobeNewswire

Investments

US Capital Global appoints Giovanni J. Ford as VP at Europe headquarters

September 9, 20245 min

Leading global private financial group for the middle market boosts its European footprint with appointment of new Vice President to lead regional expansion efforts.

by BusinessWire

Risk Management

Chatham Financial Enhances Client Relationships with Charlotte Office

August 21, 20244 min

Situated in Charlotte’s vibrant financial center, the new location aligns with Chatham’s mission to accelerate innovative solutions and deliver world-class capital markets services

by BusinessWire

Platforms

LendingPoint Appoints Shawn Stone as Chief Executive Officer

August 9, 20244 min

LendingPoint, the award-winning online loan origination and servicing platform, announced the appointment of Shawn Stone, a longtime financial services executive, as the Company’s new Chief Executive Officer and member of the Board. LendingPoint is a financial technology platform that provides financing solutions to a wide range of customers, including lending institutions and consumers. The company’s proprietary fraud prevention, risk, and asset management algorithms are used to create financing opportunities across the credit spectrum. Mr. Stone...

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