Home Search
cape - search results
If you're not happy with the results, please do another search
Publisher Notes For 4/28/21
Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this piece inasmuch as we're talking about publicly traded company, shockingly). Here's a recap of our latest content posted for our readers this week!
DWealth Muse Podcast Series: Episode 9 – Modernizing and Democratizing Private Company Transactions
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets
d1g1t ANNOUNCES STRONG GROWTH
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the last 12 months, doubling its revenues during that time and continuing to increase headcount by over 50%.
PitchBook’s Institutional Research Group Releases Private Equity Barometer
PitchBook, the premier data provider for the private and public equity markets, today released a new research framework, PitchBook's PE Barometer, which is a multi-factor linear regression assessing which economic and public market indicators have the greatest influence on aggregate PE returns
RLTY Capital Launches to Accelerate the NYC Real Estate Community
RLTY Capital, a new REtech platform and specialty finance firm, launched today with the introduction of a new service that enables real estate agents, brokerages and developers to secure earned commissions upfront with no hidden fees or extraneous costs.
The Grail with Keith Gregg (3/31/21)
At Chalice, we pride ourselves on being purposely built to help people just like you, the small and midsize business owner. And I hope I’ve opened your eyes on all the ways that Chalice delivers unmatched value and ROI.
Willow and Blockchange Partner on Digital Asset SMA
ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets
The Grail with Keith Gregg (3/24/21)
For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...