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Fintech Luminaries – Meet Aaron Klein of Riskalyze
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Aaron Klein, Co-Founder and CEO of Riskalyze.
Columbia Threadneedle Investments Selects Partners for Boston-based FinTech Start-up Accelerator Program
Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups as its partners in 2021’s MassChallenge FinTech accelerator program. By partnering with these firms, Columbia Threadneedle and its parent company, Ameriprise Financial, hope to harness new technologies in the areas of data analysis, data privacy and security, and digital client experiences.
Juniper Research: Digital Wallet Spend to Exceed $10 Trillion Globally in 2025; Driven by...
A new study from Juniper Research has found that total spend via digital wallets will exceed $10 trillion in 2025, up from $5.5 trillion in 2020. The research found this dramatic 83% growth in spend will be fuelled by the heightened adoption of digital payments during the pandemic. Digital wallets, where payment details are stored and accessed via a single application, have proven themselves as being both convenient and secure during this difficult period; acting as a platform for future growth.
Canadian Invasion: Toronto-Based FinTech Wealth Management Platform Continues Expansion in America
In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.
The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best...
Riskalyze, the company that serves tens of thousands of financial advisors with risk, analytics and trading, today announced the return of its Fearless Investing Summit in Palm Springs, California, from September 29th through October 1st.
Tips for Selecting Essential Tools to Optimize Your Tech Stack
A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.
Publisher Notes For 1/20/21
Welcome to our latest edition of Digital Wealth News! We have SUCH an interesting line up of content today, from incriminating quotes from the past from the past form the likes of Paul Volker, Ronald Reagan, Jamie Dimon and more (great read) to wealthtech tools all advisors must have in their tech stacks to $500M(!) VC deals and more.
Drip Capital Surpasses $1 Billion in Cross-Border Trade Receivables Financing Transactions
Drip Capital has reached a major company milestone; financing over US$ 1B of cross-border trade through its platform. The global fintech company provides working capital solutions to small and medium-sized importers (SMBs) in the United States and exporters in emerging markets like India and Mexico.
Cetera and Riskalyze form Strategic Alliance to Create Best in Class Risk Management Ecosystem...
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.
WEALTHTECH INSIDER: Five Reasons Why Planning Goals Fail
Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.