Page 7 - Digital Wealth News Today

The theme of this piece is Emilia Asim-Ita. So, I would go through several timelines with some memories. If anyone had informed me that the writer’s block which I had been experiencing from the third week in December 2020 till Friday, January 29, 2021 would be unblocked and blown to smithereens by the news of the demise of Emilia Asim-Ita, I would not have found such futuristic revelation comforting, I would have shut it down and discarded it for numerous reasons (some of which I would highli...

KBC Securities Services selects Objectway for smart digital client onboarding for independent wealth managers BRUXELLES, Milan, Dec. 15, 2020 /PRNewswire/ -- KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients investment portfolios. A member of the Belgian KBC group, KBC Securities Services...

Vise, a company founded by two high-school graduates, raises $45 million in funding with Sequoia at the helm Fortune 12/15/2020 © Courtesy of Vise So called ‘robo-advisors’ may be all the rage, but Sequoia Capital is betting that humans will still hold a prominent place in helping people make investment decisions. On Tuesday, the Sand Hill Road firm led a $45 million Series B round of funding in Vise, a startup that seeks to automate time-consuming tasks for independent investment advis...

Share this article Share this article NEW YORK, Dec. 15, 2020 /PRNewswire/ -- Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vises founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders Fund, and Greenoaks Capital and from Michael Ovitz and Nikesh A...