Wealth Management - Fintech Integration Marketplace - Page 13 of 45

Integrations: 0

Partnership: 0

Data&Analytics, Document Management, Document Management, Payment Platforms, Taxes Solutions / Bills / Invoices

Avalara offers full service sales tax management tools utilizing progressive technology to automate the burden of statutory transactional tax compliance....

Integrations: 0

Partnership: 0

Jumio

Cybersecurity, Document Management, Document Management, Identity Verification, Risk Management, Transaction Validation

Jumio uses the power of informed AI, biometrics, machine learning, and certified liveness detection to help you rapidly convert more...

Integrations: 0

Partnership: 0

Alkami

Commercial Banking, Content Management, Content Management, Core Banking, Data&Analytics, Online Banking, Payment Platforms, Payroll

Alkami Technology develops and delivers digital banking solutions for credit unions and banks. Its product includes ORB Platform which is...

Integrations: 0

Partnership: 0

GLMX

Broker-Dealer Platforms, Exchange, Payment Processing, Trading

The GLMX Trading Platform offers a single, integrated Money Market trading solution designed for the specific needs of institutional investors,...

Integrations: 0

Partnership: 0

Global Reach Group

Exchange, Payment Platforms, Portfolio Management

Global Reach Group's goal is to help clients proactively mitigate the risks that currency fluctuations could pose for their business....

Integrations: 4

Partnership: 4

LifeYield, LLC – Enterprise

Financial Planning, Portfolio Management, Rebalancing, Tax Planning

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...

Integrations: 0

Partnership: 0

Levelset

Collaboration Tools, Communication Tools, Data&Analytics, Dispute and Chargeback Management, Document Management, Document Management, Education, Exchange, Lending, Payment Platforms, Taxes Solutions / Bills / Invoices

Levelset helps contractors and suppliers get payment under control, and sees a world where no one loses a night’s sleep...

Integrations: 0

Partnership: 0

Amalgamated Bank

Commercial Banking, Core Banking, Domestic Payments, Financial Planning, Mortgage, Payment Processing, Portfolio Management, Private Banking

Amalgamated Bank has been the most trusted financial institution for progressive people and organizations. By helping those who do good...

Integrations: 0

Partnership: 0

Capstone Headwaters

Investment Research, Payment Processing

Capstone Headwaters is an elite investment banking firm dedicated to serving the corporate finance needs of middle market business owners,...

Integrations: 0

Partnership: 0

Openlink

Payment Platforms, Portfolio Management, Risk Profiling, TAMP, Trading

OpenLink Financial provides cross-assets trading, risk, operational, and portfolio management software. The company offers Endur, a back-office solution for trading,...