Nearmap Launches ‘Portfolio Intelligence’ Solution for P&C Insurers
March 19, 20254 min
Portfolio Intelligence is an AI-powered solution enabling insurance carriers to act on portfolio-level insights at scale and with greater precision.
Chilton Trust adds Henry Davison in latest advisory expansion
March 6, 20256 min
Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...
Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Frec Launches New Mobile App and Launches Portfolio Lines of Credit
December 24, 20245 min
Frec reaches $170M in customer assets simplifying complex tax strategies for self-directed investors
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
USfinances.com in Top Ten Internet Financial Platforms Globally in 2024
November 28, 20249 min
USfinances.com, a leading Internet-based financial platform, has officially ranked among the top ten financial platforms worldwide for 2024, according to a new report by the International Financial Technology Council (IFTC). This prestigious ranking reinforces USfinances.com’s position as a prominent player in the global fintech industry, widely recognized for its comprehensive financial services, cutting-edge technology, and user-centered approach. A Year of Achievement for USfinances.com The IFTC’s annual rankings are regarded as one of the most prestigious...
Three New Advisors Team Up with Sowell Management in 3rd Quarter
November 28, 20246 min
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
Premialab appointed by LOIM to scale Quantitative Investment Strategies
November 19, 20245 min
Premialab's technology chosen to enhance QIS scaling, operational efficiency, and risk management.
Elwood and Boerse Stuttgart Digital to Enhance Digital Asset Trading
October 28, 20243 min
Elwood, a leading fintech that provides comprehensive digital asset trading and investing solutions to institutions, announced that Boerse Stuttgart Digital will be using Elwood’s technology to enhance its digital asset offering. Boerse Stuttgart Digital is Europe’s leading infrastructure partner for digital and crypto solutions. Boerse Stuttgart Group has built the largest crypto and digital asset business amongst European exchange groups with over 200 institutional clients, including leading banks, trading firms and asset managers. Through this partnership, institutional clients will gain access...