Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform
Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients
Robo-advisors transform wealth management services—0.25% fees, tax alpha, and AI personalization scale investment advisory services for millions.
Trading Technologies International, Inc. (TT), a global capital markets technology platform services provider, announced today the promotion of Reena Raichura to SVP and Chief Product Officer. Raichura, an award-winning fintech and product development executive, has more than 25 years of experience in technology and capital markets. Relocating from Singapore to Chicago for the new role, Raichura is charged with leading the next chapter of TT’s product evolution, focused on building and delivering the platform strategy, and enhancing...
Partnership adds brokerage accounts and managed portfolios to Bolt's consumer finance platform
Atomic Insights, a provider of money-movement and workflow automation tools for RIAs and family offices, announced today that it has raised $10 million in seed funding led by Aquiline with participation from Northwestern Mutual Future Ventures and existing investors. Atomic Insights is targeting a large and fast-growing segment of the wealth management infrastructure market, where RIAs and family offices are being pushed to deliver “family CFO” services without the back-end systems to support them at...
The acquisition enhances Atomic's European footprint and extends its embedded investing capabilities to a broader set of fintechs and banking partners
Full technical integration of Allfunds’ wealthtech platform within AscendOS offers U.S. and international firms an automated, efficient gateway to a comprehensive universe of offshore mutual funds, ETFs, and alts Apex Fintech Solutions, Inc., an innovation launchpad for the global investing ecosystem, today announced a strategic agreement with Allfunds, a leading wealthtech platform with over €1.7 trillion in assets under administration. The agreement delivers an extensive technical integration of the Allfunds platform within the Apex AscendOS™...
Acquisition Strengthens Data Connectivity Across the Wealth and Private Markets Ecosystem
Coincheck Group N.V., the holding company of Coincheck, Inc., one of Japan’s leading crypto asset exchanges, today announced that it has entered into a stock purchase agreement with its majority shareholder, Monex Group, Inc., as seller, to acquire approximately 97% beneficial ownership of 3iQ Corp., one of the world’s leading alternative digital asset managers. 3iQ is based in Ontario, Canada. The Transaction Pursuant to the agreement, based on an agreed value for 3iQ of USD...
