Westfield Capital Management

BITCOIN AND CRYPTO

SoFi | March 25, 2022

SoFi Technologies, Inc. (“SoFi”), the digital personal finance company, today announced members will now be able to invest part of every direct deposit into cryptocurrency¹ with zero fees². This feature builds on SoFi’s robust offerings for Checking and Savings³ accounts, which already includes no account or overdraft fees, up to two-day early paycheck⁴ and an industry-leading 1.00% annual percentage yield (APY).⁵ Members will be able to set a recurring purchase⁶...

WEALTH MANAGEMENT

InvestCloud | May 11, 2021

InvestCloud, an award-winning multinational FinTech company that serves some of the world's biggest banks, investment managers, and fund managers, reported today that Mitsubishi UFJ Financial Group (MUFG), Japan's largest bank and one of the world's largest banks by total assets, has deployed its Wealth Adviser Platform. Many MUFG workers can use InvestCloud's Wealth Adviser Platform to help end-to-end wealth management and financial planning. The pa...

FINANCIAL MANAGEMENT, FINTECH

Axiom Bank | January 25, 2023

In a recent development, Axiom Bank, N.A., headquartered in Florida, announced that it will leverage automated assurance and oversight processes across its partner programs by integrating with Cable's comprehensive financial crime compliance effectiveness testing platform thereby, enhancing its ability to provide partners with an elegant, agile experience while ensuring regulatory compliance. Aleem Jackson, Senior Vice President, BSA/AML Program Head at Axiom Bank expressed,...

FINANCIAL MANAGEMENT, INVESTMENT MANAGEMENT

Allocate and Dynasty Financial Partners | October 06, 2022

Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution that will give them the ability to invest in venture capital funds on behalf of their clients. &ldq...