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Latest Results from /wealth

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FV Bank selects Fireblocks for digital asset custody services

FV Bank, a licensed digital bank and digital asset custodian has announced today it has inked a deal with Fireblocks, an award winning platform for securing digital assets.

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Marketware forms partnership with Orion Advisor Solutions

Marketware International today announces a strategic alliance with Orion Advisor Solutions to provide banks, broker-dealers, and other enterprise-level institutions access to Orion’s recognized technologies.

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Avaloq and Vontobel to link platforms for structured products

Vontobel’s structured products platform deritrade is to be connected to the Avaloq Wealth platform.

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Refinitiv releases wealth management offering

Refinitiv today announced the launch of Refinitiv Active Investor for wealth managers and their customers.

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Tellco selects additiv for new wealth management platform

Tellco AG, a specialist in pension provision and wealth management services, has selected additiv’s Hybrid Wealth Manager solution to assist their move to offer comprehensive wealth management solutions.

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1982 Ventures invests in Singapore wealthcare startup Hugo

Hugo has secured funding of $2 million (USD) from 1982 Ventures, prominent global and Singaporean family offices and angels.

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Foreside acquires Hardin Compliance Consulting

Foreside Financial Group, LLC (Foreside), a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset and wealth management industry, today announced it acquired Hardin Compliance Consulting, LLC.

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Clearlake Capital to buy Confluence Technologies

Confluence Technologies, Inc., (“Confluence” or the “Company”), a global software and data solutions provider helping the investment management industry solve complex data challenges, today announced it has signed a definitive agreement for Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) to acquire the Company from TA Associates (“TA”).

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BlackRock to acquire Baringa Partners’ Climate Change Scenario Model

BlackRock, Inc. (NYSE: BLK) and Baringa Partners today announced their entry into a definitive agreement for BlackRock to acquire and integrate Baringa’s industry-leading Climate Change Scenario Model into BlackRock’s Aladdin Climate technology.

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Investment Metrics launches factor-based change analysis tool

Investment Metrics, a leading provider of investment analytics, reporting and data, today announced the launch of DeltaZoomTM to help institutional investors, advisors and asset managers better understand style factor changes within portfolios.

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Fintuity raises $3m

Fintuity, the United Kingdom’s only digital Independent Financial Adviser (IFA) is proud to announce that it has raised over three million USD of private & institutional investment over the past year in order to further develop solutions to extend expert financial advice and support those looking to ensure that their financial portfolio is working for them during this difficult time.

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Aufort physical gold trading platform chooses Obyte for DLT integration

Obyte announced that online digital gold retail platform Aufort has launched using its Directed Acyclic Graph (DAG) technology to increase transparency and reliability.