Capital Partners Services

Investment Management

Adhesion Wealth | August 31, 2021

Adhesion Wealth®, a managed account provider for registered investment advisors (RIAs), today announced it has entered into a partnership with Addepar, a leading technology platform for wealth management. Through this partnership, RIAs can benefit from greater reporting flexibility and recoup costly administrative time. Adhesion advisors may gain access to Addepar's category-leading portfolio reporting and analytics platform, which enables them to deliver robust analysis a...

Wealth Management

TownSquare Capital | July 04, 2022

TownSquare Capital (TownSquare), a boutique, full-service investment and trading platform with an institutional attitude on portfolio construction, was acquired by Orion Advisor Solutions, a leading developer of transformative wealth tech solutions for fiduciary advisors, today. Details of the transaction won't be made public. "Today, we officially add TownSquare to our wealth management business, creating more value for advisors seeking a highly integrated,...

Visa | February 06, 2020

Astra, an automation platform, recently revealed that it had joined payments giant Visa’s US-based Fintech Fast Track Program. Astra has a mobile app that assists US customers in improving their cash flow and helps them save time using established rules that automatically transfer funds between accounts. By joining Visa’s fast track program, Astra will be able to further expand its business operations, which are focused on financial automation. The Fintech firm has developed the auto...

Financial Management, Fintech

Nexus FrontierTech | March 14, 2023

Nexus FrontierTech, a leading AI and IDP solutions provider, announced on March 13, 2023, that its Financial Services Extraction (FSX) services are now available through the Temenos Exchange ecosystem of integrated fintech solutions. Nexus FrontierTech's FSX solution provides more than 50 unique AI modules, enabling instant advanced processing of various document types like bank statements, financial statements, and identification documents, among others. Clients can get tai...