Home Search

base - search results

If you're not happy with the results, please do another search
Press Release 1

TrueNorth and Boost.ai Partner to Deliver Digital Customer Experience With Conversational AI

0
TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)

With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.

WEALTHTECH INSIDER: Finding The Dollars-And-Cents Impact Of Modern Behavioral Coaching

0
For far too long, financial advisors have led with proprietary product pitches or the assertion that they can outperform the market through superior investment acumen.

FP Alpha launches new tax tool for advisors, The Tax Snapshot

0
FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return

Publisher Notes For 3/24/21

Greetings from Digital Wealth News™ ! Our latest exploits this past weekend...

A Look At Advisor-Facing Fintech From Three Different Vantage Points

0
The world looks different depending on what level of advisor-facing fintech a company operates on.

Coming to a Location Near You: Bitcoin ATMs

0
A lot of people are beginning to use a Bitcoin ATM and those devices are popping up at more and more locations at very rapid pace.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/24/21)

IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.

Fintech Luminaries – Meet Stephanie Foster of XY Planning Network

0
For the next feature in Digital Wealth News' Fintech Luminaries series, we’d like you to meet Stephanie Foster, who serves as the Chief Administrative Officer at XY Planning Network, a tech-savvy service organization that provides a turnkey solution for fee-for-service financial advisors who are focused on working with Generation X and Generation Y clients.

Wealthtech Marketplace for Advisors

0
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...