Fintech News

FEBRUARY 4, 2024

It also anticipated the need for enhanced digital tool adoption for wealth advisors, and Capgemini’s World Wealth Report 2023 showed 55 percent of HNWIs reported that their experience in digital channels is a critical factor for selecting a wealth management firm.

Returns 135

Returns On-Demand AI Underserved 135

The Fintech Times

NOVEMBER 20, 2024

. “These marketing efforts significantly increased awareness and access to alternative asset investments beyond privileged circles to a much broader audience of accredited investors. ” The post How do Regulations Make the World of Alternative Investment More Secure? appeared first on The Fintech Times.

Regulations 72

Regulations Security Accreditation Rules 72

PYMNTS

MAY 15, 2018

-based organization hopes to get ahead of that curve by offering a new accreditation program designed to boost data security and access in the healthcare industry. EHNAC said it will soon assemble a 10-to-15 person steering committee to guide the new accreditation program. For instance, a U.S.

Accreditation 43

Accreditation Best Practices Interoperability Privacy 43

Fintech News

JANUARY 9, 2024

Experts and industry insiders hold a bullish outlook on the potential of these technologies to revolutionise finance, including in data-driven markets analysis and wealth management AI advisors. The post 5 Top Fintech Trends Shaping the APAC Region in 2024 appeared first on Fintech Singapore.

APACS 112

APACS FinTech Digital Currency Blockchain 112

The Fintech Times

DECEMBER 19, 2023

Alumni Ventures is making the fourth iteration of its AI Fund available on the Alto Marketplace, allowing accredited investors to diversify their portfolios with venture investments in artificial intelligence companies. The post This Week in Fintech: TFT Bi-Weekly News Roundup 19/12 appeared first on The Fintech Times.

FinTech 59

FinTech Multi-Currency Agreements Accreditation 59

Fintech Labs Insights

JULY 16, 2015

Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale. The post FinovateFall 2015 Presenting Companies Announced appeared first on Finovate. See you there!

Online and Mobile Banking 26

Online and Mobile Banking Payment APIs and Integration Advisors Push-to-Card 26

Fintech Labs Insights

NOVEMBER 12, 2015

He said that DarcMatter is less a traditional robo-advisor and more a platform that “streamlines the process to display the opportunities that would be best.” How it Works: DarcMatter is currently available only to accredited investors. ” Stats: Headquartered in New York. Founded in November 2014. Provides $1.5

Due Diligence 26

Due Diligence Accreditation Regulatory Compliance Regulations 26

Fintech Labs Insights

JUNE 9, 2016

10,000+ accredited investors from 15+ countries. EquityZen’s platform offers these investment opportunities to accredited investors and qualified purchasers. Investors on our platform include small institutions (asset managers, family offices) as well as retail (HNWIs, financial advisors). Company facts: Founded in 2013.

Accreditation 17

Accreditation Advisors Transactions Regulations 17

Fintech Labs Insights

MARCH 8, 2016

Tags:Consumers, SMB, accredited investors, equity investing, startups. Robo-advisor software for financial institutions. The post Fintech Fundings: 29 Companies Raise $75 Million Week Ending March 3 appeared first on Finovate. Tags: Consumers, SMB, accredited investors, equity investing, startups. Total raised: $16.25

Underwriting 18

Underwriting FinTech Accreditation P2P 18

CB Insights

MAY 8, 2018

In some cases, pre-sales offer discounted tokens to early investors (accredited and unaccredited). In still other cases, accredited investors buy tokens via cryptocurrency purchase agreements. On the other, they shift risk onto accredited and venture investors, a good thing for consumers and regulators.

Blockchain 75

Blockchain Technology Cryptocurrency Use Case 75

Fintech Review

MAY 15, 2025

Shares of the Index are priced daily and are available for purchase by accredited investors and equivalent entities outside the United States. Please consult your advisors to consider an investment. is not a registered investment company or advisor under the Investment Company Act of 1940. Signal Rank Corp.

Accreditation 52

Accreditation Advisors Returns AI 52

Finovate

NOVEMBER 25, 2024

Alto has three primary divisions: Alto Solutions, a self-directed IRA administrator; Alto Securities, a wholly-owned registered broker-dealer; and Alto Capital, an exempt reporting advisor that provides alternative investment opportunities to accredited investors.

Accreditation 64

Accreditation Returns Bitcoin Cryptocurrency 64