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Tag: wealth management

Harness Wealth Secures $17 Million in Funding for its Tax Planning and Wealth Management Marketplace

Harness Wealth, a leading tax planning and wealth management marketplace, has recently secured $17 million in funding to further expand its services and offerings....

UBS to Reduce Staff in Wealth Management Division Across Asia – Fintech Singapore

UBS Wealth Management, the arm of UBS dedicated to handling affluent clients, has commenced a significant restructuring within its Asian sector. This initiative, primarily affecting...

Bitcoin ETF ‘Floodgates’ Are Just Opening: Bitwise CIO

In a recent appearance on CNBC’s ‘Halftime Report,’ Matt Hougan, Chief Investment Officer (CIO) of Bitwise Asset Management, shared insights into the burgeoning interest...

Noah Holdings Wins ‘Best Independent Wealth Manager

SHANGHAI, Mar 8, 2024 - (ACN Newswire) - Noah Holdings Limited (the "Company," or "Noah") (NYSE: NOAH and HKEX: 6686), a leading wealth management...

Synnax reimagines credit ratings for the DeFi world

The conflicts of interest in the business model of credit rating agencies (CRAs) were laid bare in the 2008 financial crisis. Investors and issuing sponsors...

Popular Vehicles & Services IPO Date, Review, Price, Allotment Details

Popular Vehicles & Services is a leading diversified automobile dealership in India in terms of revenue as of Fiscal 2023, (Source: CRISIL Report) having...

Coinbase Crash… We’re So Backkk!!!

Hello and welcome to another crypto news roundup by your favorite portfolio tracking and trading platform, Coinigy.How do you know we’re in a bull...

Yash Patel, General Partner Telstra Ventures – FinTech Silicon Valley

Yash Patel is General Partner at Telstra Ventures, a San Francisco-based VC firm that differentiates by generating revenue for its portfolio with strategic channel...

Paytm’s Stock Experiences a Decline of Over 2.50% in Saturday’s Trading Session

Paytm, one of India's leading digital payment platforms, witnessed a decline of over 2.50% in its stock during Saturday's trading session. This drop comes...

Banks Embrace Bitcoin ETFs Ushering New Era

In a groundbreaking shift, traditional banking powerhouses, notably Bank of America and Wells Fargo, are now offering their wealth management clients access to the...

The 16 Largest Global Startup Funding Rounds of January 2024

Armed with some data from our friends at CrunchBase, I broke down the largest global startup funding rounds for January 2024. I have included...

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