• News
    • Latest News
    • Editorial Cartoons
  • Events
    • Fintech Nexus Events
    • cl@b 2023
    • AFC Policy Summit 2023
  • Podcasts
    • Fintech One-on-One Podcast
    • Fintech Blueprint Podcast
    • Fintech Coffee Break Podcast
    • Fintech Nexus News
    • PitchIt Fintech Startups Podcast
  • Products
    • Webinars
    • Sponsored Content
    • White papers
  • Advertise
    • Fintech Nexus
    • The Fintech Blueprint
  • Subscribe
  • Search
  • Sign in
Home
Addepar
Latest
  • Latest
  • Oldest
  • Random
  • A to Z

Addepar

CryptoDAOsdecentralized financedigital securities / STO
·Jun. 22, 2020

Everyone should trade the billions in DeFi Structured Products! Or do digital asset derivatives need custodians and regulators?

This week, I grapple with the concepts of financial centralization and decentralization, anchoring around custody, staking, and DeFi examples. On the centralized side, we look at BitGo's acquisition of Lumina, Coinbase Custody and its similarity to Schwab and Betterment Institutional. On the decentralized side, we examine the recent $500 million increase in value within the Compound protocol, as well as the recursive loops that could pose a broader financial risk to the ecosystem.

Read Full Story
FintechNews RoundupUSA
·Mar. 20, 2020

Addepar Raises $40mn from WestCap

Cloud based digital wealth management platform Addepar has raised $40mn from WestCap; the company plans to use the new capital...
Read Full Story
acquisitiondigital lendingdigital transformationfinancial advisorsInvestingneobankroboadvisor
·May. 18, 2020

Goldman is trying to build a Fintech powerhouse, and this is how they should do it

This week, we put on the Goldman hat and go shopping for companies. We buy a little bit of Folio and sell some Motif. We look at Personal Capital and the $1 billion it wants for its $12 billion of assets. We examine the private markets with Addepar / iCapital and SharesPost / Forge, and then move over to the banking sector. Should we buy Wells Fargo, as rumored, or some digital wallet apps? Read on for how to acquire a best-in-class Fintech.

Read Full Story
FintechNews Roundup
·Jan. 11, 2017

Morgan Stanley Partners with Addepar for Private Wealth Management

Morgan Stanley has partnered with Addepar to provide investment management platform services for its private wealth management group; Addepar is a growing investment management platform that provides solutions for aggregating and managing the wealth of private high net worth clients; Addepar is supported by Peter Thiel; prior to the partnership with Morgan Stanley its clients primarily included registered investment advisors; it is now seeking to expand to a broader range of large private wealth banking clients.  Source

Read Full Story

Popular posts

Today:

  • Two Small Business Lending Fintech Pioneers Join ForcesTwo Small Business Lending Fintech Pioneers Join Forces
  • Gal Krubiner, Co-Founder & CEO of Pagaya on using AI to lend to more consumers at better pricesGal Krubiner, Co-Founder & CEO of Pagaya on using AI to lend to more consumers at better prices
  • FedNow: It's Live and Causing a Banking MindshiftFedNow: It’s Live and Causing a Banking Mindshift
  • Goldman bids farewell to consumer banking pushGoldman bids farewell to consumer banking push
  • Brazil's PIX and India's UPI: Digital Payments Success Stories in Emerging MarketsBrazil’s PIX and India’s UPI: Digital Payments Success Stories in Emerging Markets
  • Petro, Maduro's crypto endeavour in Venezuela, is crumblingPetro, Maduro’s crypto endeavour in Venezuela, is crumbling
  • Fintech News Roundup for the Week of September 25, 2023Fintech News Roundup for the Week of September 25, 2023
  • Is targeting Big Tech a bad idea?Is targeting Big Tech a bad idea?
  • Atomic Launches New Open Banking Tool Called PayLinkAtomic Launches New Open Banking Tool Called PayLink
  • Generative AI in fintech goes far beyond the ChatBotGenerative AI in fintech goes far beyond the ChatBot

This month:

  • Goldman bids farewell to consumer banking pushGoldman bids farewell to consumer banking push
  • Kevin Coop, CEO of DailyPay on Earned Wage AccessKevin Coop, CEO of DailyPay on Earned Wage Access
  • David Watson, President & CEO of The Clearing House on payments infrastructure and the future of instant paymentsDavid Watson, President & CEO of The Clearing House on payments infrastructure and the future of instant payments
  • FedNow: It's Live and Causing a Banking MindshiftFedNow: It’s Live and Causing a Banking Mindshift
  • FIs Turn to Blockchain Despite Crypto's Regulatory UncertaintyFIs Turn to Blockchain Despite Crypto’s Regulatory Uncertainty
  • Two Small Business Lending Fintech Pioneers Join ForcesTwo Small Business Lending Fintech Pioneers Join Forces
  • EXCLUSIVE: Arc launches Venture Debt, meeting skyrocketing demandEXCLUSIVE: Arc launches Venture Debt, meeting skyrocketing demand
  • Is the UK still a hotbed for fintech innovation?Is the UK still a hotbed for fintech innovation?
  • Connecticut regulation moves to sweep EWA in with small loansConnecticut regulation moves to sweep EWA in with small loans
  • The Fintech Coffee Break – Laura Merling, Arvest BankThe Fintech Coffee Break – Laura Merling, Arvest Bank

  • About
  • Contact
  • Disclaimer
  • Our Team
  • Privacy Policy
  • Terms
  • Write For Us
Copyright © 2023 Fintech Nexus
  • Contact Us
  • News
    • Editorial Cartoons
    • News Roundup
  • Our Team
  • Podcasts
  • Sponsored Content
  • Subscribe
Start typing to see results or hit ESC to close
lis digital banking USA Lending Club UK
See all results