Entoro Capital Enables Clients to Invest with Self-Directed IRAs
Entoro Capital and Provident Trust Group Offer a Streamlined Way for Individuals to Invest Retirement Savings in Alternative...
Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide...
SANTA CLARA, CA and LINCOLN, NE – Oct. 5, 2020 – Entreda, an award-winning developer of integrated cybersecurity software...
Vivaris Capital Retains Entoro Capital as Broker-Dealer
SAN DIEGO, Aug. 5, 2020 /PRNewswire/ -- Vivaris Capital, a private equity group focused on alternative asset investments, today announced that it...
Vestwell Partners with Wealthtech API Provider Bambu to Expand Investment Advice in Retirement Journey
Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up to provide customers with an even more robust retirement plan experience. By leveraging Bambu's wealth management API, Vestwell and its partners will be able to offer personalized investment strategies to help their clients better prepare for retirement based on actionable retirement goals.
Docupace Completes Half a Million Client Accounts Transitions using Automated Program
The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...
Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts
Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.
Sheesha Finance Partners with deFIRE to Offer Optimal Execution Across Decentralized Exchanges
Sheesha Finance, he first decentralized cryptocurrency mutual fund for DeFi investors to easily access a variety of projects without having to spend days, sometimes weeks doing research, and deFIRE, a DeFi platform designed for the Cardano ecosystem, today announced a partnership to deliver valuable crypto solutions to Cardano’s community and users.
Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?
Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...
Q&A: Wealth Management Marketing Leader Susan Theder Joins FMG Suite
he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms. And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.
Bryce Catalyst is raising $100M in growth capital for software companies in cyber, legaltech...
ryce Catalyst, a unique investment company focused on high growth sectors including: cyber security, legal technology and regulation technology, today announced its official launch for raising capital and unveiling of its new website (www.brycecatalyst.com).