Tag: fintech
Sponsored: Altigo’s Success Continues with 4 New Broker-Dealer Partnerships
Altigo, an electronic trade processing platform from WealthForge, has expanded its user-base with 4 new broker-dealer partnerships. Great Point Capital, Benchmark Investments, Colorado Financial...
Altigo Launches Digital Marketplace for RIAs to Source Alternative Investments
WealthForge, a financial technology company that helps automate investments into alternative securities, has launched Altigo Marketplace to help registered investment advisors source and allocate...
iCapital Network to Buy Wells Fargo Alternative Investments Feeder Fund Platform
iCapital Network, a financial technology focused on alternative investing for the asset and wealth management industries, has agreed to purchase the alternative investments feeder...
WealthForge Expands Altigo Sales Team with Two New Hires
WealthForge, a financial technology company that helps automate investments into alternative securities, has hired Skip Carleton as enterprise account executive and Jack Armstrong as...
Smarsh Acquires Cybersecurity and Compliance Software Firm
Smarsh, a compliance and regulatory technology firm for wealth management companies, has purchased Entreda, a provider of cybersecurity risk and compliance management software and...
Goldman Sachs to Buy Wealth Management Custodian Folio Financial
The Goldman Sachs Group Inc. has agreed to purchase Folio Financial, a wealth management custodian and financial technology company, in its latest bid to...
iCapital to Buy Rival Alternative Investment Platform Artivest
iCapital Network, a financial technology platform focused on alternative investments, has agreed to purchase its competitor, Artivest, for an undisclosed sum.
Under the terms of...
Franklin Templeton Buys FinTech Firm AdvisorEngine
Franklin Resources Inc. (NYSE: BEN), an investment management firm operating as Franklin Templeton, has purchased AdvisorEngine Inc., a digital wealth platform that provides technology...
Docupace Sells Majority Stake to Private Equity Firm, Appoints New CEO
Docupace, a cloud-based digital operations software for wealth management firms, has secured a majority equity investment from FTV Capital, a sector-focused equity investment firm.
Docupace...
WealthForge Hires Director of Managing Broker-Dealer Services
WealthForge, a financial technology company that helps automate investments into alternative securities, has hired Michael Roman as director of managing broker-dealer services.
In his new...
