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The Grail with Keith Gregg (1/20/21)

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Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.

Important Quotes on Finance that Have Been Lost, Forgotten, Overlooked or Just Plain Ignored!

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Since we are basically still at the very beginning of 2021, with almost everyone making predictions for what may or may not happen in the coming year, it might be a good idea to look back. NOT at what happened but rather some very topical quotes and sayings that always seem to get overlooked (or ignored), BUT which have a direct and lasting importance on what's happening now. With some of these quotes, the government (and financial 'smarties') would rather you didn't remember them, but hey, they were the ones who said them.

Fintech Luminaries – Meet Michael Creadon of Inveniam

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For the next feature in this series, we’d like you to meet Michael Creadon, Managing Director of Inveniam, a software-as-a-service company that uses data and blockchain to derive third-party marks on private assets like commercial real estate, private equity and private credit.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/20/21)

This week, we had some MAMMOTH deals in VC in the fintech sector, with three of the five based in the US, and the other two in London and Vietnam. Also, this week saw some VERY big funding rounds. If this is indicative of what 2021 holds in the fintech VC arena, now that we are officially back at work post-holiday season, we're in for some whopper deals. I wouldn't be surprised if we something at $1B or more at this point.

WEALTHTECH INSIDER: Investment Management Is A Catalyst, Not A Commodity

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With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey: Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...

Publisher Notes For 1/13/20

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Greetings from Digital Wealth News™ ! Welcome to our latest edition of...

Brilliant or “Sneaky” Bitcoin Activity?

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Just in case you haven't heard (amazing), the price of Bitcoin reached over $40,000 last week as more institutional investors have decided to gain exposure to the digital asset/currency.

FINTOP Capital Announces Exit of Portfolio Company Kindful

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FINTOP Capital, a venture capital firm focused on B2B SaaS (software as a service) companies in the Financial Technology (FinTech) space, announced today that it has exited its investment in Kindful, a nonprofit software platform known for its best-in-class third party application integrations and online fundraising tools. Financial terms of the transaction were not disclosed.

Top 5 VC Deals of the Week in the Digital Wealth Sector (1/13/21)

Fintech venture deals surged in the first and second weeks of January, with several mega-deals occurring in the US offshore. India, Germany and the Philippines each saw deals closing in excess of $100M USD within the fintech sector and two US deals rounded out the top 5 for this past week.
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Alphatrai Publishes White Paper On Investment Portfolio Construction Through Understanding Risk

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AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”