Home Search
ppro - search results
If you're not happy with the results, please do another search
Top 5 VC Deals of the Week in Digital Wealth (4/21/21)
This week - all but one deal exceeded $100M USD in funding - again. The THREE deals topping $200M+ USD were in retail fraud protection, insurtech and neo-banking (back end platforms).
Coinbase Democratizing Financial Markets
COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.
Fintech Corner (4/14/21)
As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform
Wealthcare Continues to Grow Adding New Advisors and Exceeding $4 Billion in AUM
Wealthcare, two technology-enabled RIAs, and business units of Financeware, a NewSpring Holdings platform company, continues to attract advisors interested in leveraging their platform and service offering to transform their practices.
Publisher Notes For 4/7/21
This week we look at the bizarre world of NFT art, explore the latest spate of high profile Bitcoin ETF filings and chat with Alon Goren of Draper Goren Holm Ventures in our DWealth Muse podcast series, plus much more. We're also pleased to welcome our new partner Practifi and their outstanding weekly series “Fintech Corner”
Will Fidelity, Grayscale & Others Finally Change the SEC’s Stance on a Bitcoin ETF?
Within the last few months Fidelity Investments, Grayscale Investments LLC, WisdomTree, CBOE/VanEck, NYDIG Asset Management, Valkyrie Digital Assets and SkyBridge Capital have all filed with the SEC to launch a Bitcoin ETF
Fintech Corner (4/7/21)
For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.
Jack Henry & Associates Reports on Rise in Digital Momentum
Jack Henry announced today that regional and community banks and credit unions are successfully pivoting to meet today's demands for a complete banking ecosystem
AlphaTrAI names Bruce Lavine President, Asset Management
AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, today announced that Bruce Lavine has been named President, Asset Management