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How Will OnPoint’s Partnership with FusionIQ Transform Investments?
December 11, 2024
How Will OnPoint’s Partnership with FusionIQ Transform Investments?

OnPoint Community Credit Union has broken new ground by forming a partnership with FusionIQ, significantly expanding the digital investment options available to its more than 581,000 members in Oregon and Southwest Washington. This collaboration facilitates the deployment of FusionIQ’s sophisticated

How Is NAO Revolutionizing Access to Alternative Investments?
December 10, 2024
How Is NAO Revolutionizing Access to Alternative Investments?

Berlin-based WealthTech startup NAO is making waves in the financial sector, having successfully raised €3.4 million in seed funding from various investors, including family offices, private investors, and notable figures like FinTech veteran Jakob Schreyer and VC Zeitgeist X Ventures.

GSB Financial Launches $50M Early-Stage Startup Investment Fund
December 10, 2024
GSB Financial Launches $50M Early-Stage Startup Investment Fund

In response to growing client demand for alternative investments, GSB Financial Services Group has unveiled the GSB FutureOf Fund I, a $50 million early-stage startup investment fund aimed at backing disruptive businesses. This initiative represents a significant move by GSB

How Can Wealth Managers Navigate Challenges and Embrace Innovation?
December 9, 2024
How Can Wealth Managers Navigate Challenges and Embrace Innovation?

The wealth management industry is undergoing a profound transformation driven by technological advancements and evolving client expectations. To remain competitive and effective, wealth managers must stay abreast of these changes, embrace innovation, and develop strategies tailored to their clients’ unique

Can Sandbox Wealth Revolutionize Banking for RIAs and Family Offices?
December 6, 2024
Can Sandbox Wealth Revolutionize Banking for RIAs and Family Offices?

Sandbox Wealth, a company offering a turnkey banking solution for non-bank financial institutions, successfully raised $1.25 million in its pre-seed funding round. The funding round was led by NextGen Venture Partners and included participation from other notable investors such as

Can Marygold’s New App Revolutionize Financial Management for Users?
December 6, 2024
Can Marygold’s New App Revolutionize Financial Management for Users?

Marygold & Co. has taken a significant step towards transforming financial management for both individuals and small businesses by partnering with Moneyhub to enhance its forthcoming money management app, set to launch in early 2025. This app aims to simplify

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How Will OnPoint’s Partnership with FusionIQ Transform Investments?
December 11, 2024
How Will OnPoint’s Partnership with FusionIQ Transform Investments?

OnPoint Community Credit Union has broken new ground by forming a partnership with FusionIQ, significantly expanding the digital investment options available to its more than 581,000 members in Oregon and Southwest Washington. This collaboration facilitates the deployment of FusionIQ’s sophisticated

How Is NAO Revolutionizing Access to Alternative Investments?
December 10, 2024
How Is NAO Revolutionizing Access to Alternative Investments?

Berlin-based WealthTech startup NAO is making waves in the financial sector, having successfully raised €3.4 million in seed funding from various investors, including family offices, private investors, and notable figures like FinTech veteran Jakob Schreyer and VC Zeitgeist X Ventures.

GSB Financial Launches $50M Early-Stage Startup Investment Fund
December 10, 2024
GSB Financial Launches $50M Early-Stage Startup Investment Fund

In response to growing client demand for alternative investments, GSB Financial Services Group has unveiled the GSB FutureOf Fund I, a $50 million early-stage startup investment fund aimed at backing disruptive businesses. This initiative represents a significant move by GSB

How Can Wealth Managers Navigate Challenges and Embrace Innovation?
December 9, 2024
How Can Wealth Managers Navigate Challenges and Embrace Innovation?

The wealth management industry is undergoing a profound transformation driven by technological advancements and evolving client expectations. To remain competitive and effective, wealth managers must stay abreast of these changes, embrace innovation, and develop strategies tailored to their clients’ unique

Can Sandbox Wealth Revolutionize Banking for RIAs and Family Offices?
December 6, 2024
Can Sandbox Wealth Revolutionize Banking for RIAs and Family Offices?

Sandbox Wealth, a company offering a turnkey banking solution for non-bank financial institutions, successfully raised $1.25 million in its pre-seed funding round. The funding round was led by NextGen Venture Partners and included participation from other notable investors such as

Can Marygold’s New App Revolutionize Financial Management for Users?
December 6, 2024
Can Marygold’s New App Revolutionize Financial Management for Users?

Marygold & Co. has taken a significant step towards transforming financial management for both individuals and small businesses by partnering with Moneyhub to enhance its forthcoming money management app, set to launch in early 2025. This app aims to simplify

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