William S.’s Post

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: Steward Partners | Verdence Capital Advisors | Ritholtz Wealth Management | Homrich Berg | Cresset #WealthTech #WealthManagement #Fintech #RIA #News

We are excited to share that Motive Partners has been named a Top 5 Private Equity and Capital Growth Partner by Wealth Solutions Report! As a leading private equity firm specializing in Fintech – a category we believe is too big to ignore with a potential market value of $9.6 Trillion by 2030 – this inaugural list recognizes the movers and shakers in the industry that purchase minority and majority stakes in promising WealthTech businesses. At Motive Partners, we seek to take a dominant position in wealth and asset management by building a next generation front-to-back ecosystem through a combination of companies offering specialist services to the advisor, asset manager and direct-to-investor channels. Congratulations to our Founder & Managing Partner, Rob Heyvaert, to everyone at Motive Partners and to those who are part of our broader Motive Partners ecosystem! Learn more about the WSR CAP 5: https://lnkd.in/gyFRqmaB #WealthTech #Fintech #PrivateEquity #Innovation #InvestCloud #FNZ #BetaNXT #CAIS

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus : Vanilla | DriveWealth | BlackRock | Lido Advisors, LLC | Beacon Pointe | Landmark Wealth Management Group | Pegasus Partners Ltd | #WealthTech #WealthManagement #RIA #Fintech

Welcome to Episode 4 of Motive’s “How It’s Going” series, featuring CAIS - an open marketplace for alternative investments, where financial advisors and asset managers can engage and transact at scale, that Funds advised by Motive invested in, in January 2022. Learn how Motive’s team of Investors, Operators & Innovators (“IOI” team) is working with Matt Brown and the CAIS team to serve its clients as part of the Motive ecosystem. #privateequity #wealthtech #fintech #innovation #fintech #howitsgoing #alternatives 

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus : Uptick Partners | BlackRock | Nivesh | Wealthzi | B. Riley Financial | Stifel Financial Corp. | NewEdge Wealth #WealthTech  #WealthManagement #RIA #Fintech

Meet our Bronze sponsors at the Global WealthTech Summit USA, WealthFeed! Come join them at booth 2 to chat with some of the leading innovators in the WealthTech industry! Sam Kendree Rylan Folts Matt Mossbarger #GWTSUS24 #WealthTech #FinTech

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus : Northern Trust | CloudMargin | OTC Markets Group | Bain Capital | Envestnet, Inc | Carson Capital Partners, LLC | MAG Wealth Management | AssetMark | TIFIN #WealthTech  #WealthManagement #RIA #Fintech

InCred Alternative Investments secures ₹330 Cr in its first close of InCred Growth Partners Opportunities Fund - I, demonstrating the trust & confidence of its investors. Vivek Singla, Managing Partner & CIO - Private Equity, InCred Alternative Investments shared his insights on this development, as reported by various media outlets: DealStreetAsia, moneycontrol.com, Inc42 Media, YourStory Media, NDTV Profit, The Economic Times. Click here to read the full article: https://lnkd.in/dpdS_y6V To know more about our Private Strategy email us at [email protected] #PrivateEquity #Equity #Stocks #Profit #AssetManagement

In the digital age, your network is your most valuable asset. Invest in your future with Maphia, a platform that prioritizes quality connections, fosters a culture of mutual support, and empowers you to achieve your goals. #SFTechWeek #networking #fintech

Super-interesting panel at InvestOpst his morning with ops heads, ably chaired by Martin Kwiatkowski, highlighted that ops needs to get closer to the clients. Maybe as an industry we need to focus less on shiny new tech and more on the people and firms being serviced? #investmentoperations #posttrade #fintech