Chester County News and Community Website
BERWYN, PA — In a significant industry nod, Envestnet | PMC has been honored with the Asset Management Platform of the Year award at the WSR Wealth Exemplar Awards. The …
Envestnet | PMC Scoops WSR Wealth Exemplar Award for Asset Management Platform of the Year Read More
OAKS, PA — In response to the booming active ETF market, Cullen Capital Management LLC has chosen SEI’s (NASDAQ: SEIC) Advisors’ Inner Circle Fund as its operational platform for launching …
Cullen Capital Leverages SEI Platform for Its First Active ETF Amid Surging Market Growth Read More
RADNOR, PA — Delaware County-based fintech firm eMoney Advisor has rolled out a significantly enhanced version of its Client Portal, featuring a sleek, user-friendly design and a dedicated space for …
eMoney Advisor Unveils Revamped Client Portal to Strengthen Advisor-Client Interaction Read More
KING OF PRUSSIA, PA — Sagent, a fintech software titan supported by Warburg Pincus, has unveiled its groundbreaking mortgage software platform, Dara. Designed to revolutionize mortgage servicing, Dara is the …
Introducing Dara by Sagent: Transforming Mortgage Servicing with Unified Data and User Experience Read More OAKS, PA — SEI® (NASDAQ: SEIC), a leading provider of technology and investment solutions, has announced a strategic investment of $10 million in TIFIN, an innovation platform that is spearheading …
SEI Invests $10 Million in AI Pioneer TIFIN to Revolutionize Wealth Management Read More BERWYN, PA — Fintech giant Envestnet has announced the launch of its innovative RIA Growth Lab. This new consulting capability aims to bolster the growth and productivity of RIAs by …
Envestnet Unveils RIA Growth Lab, Aims to Boost Productivity and Valuation for RIAs Read More
WAYNE, PA — Fintech giant Acrisure announced the formation of its Mid-Atlantic Region, which will encompass its businesses in Pennsylvania, Delaware, Maryland, Virginia, and West Virginia. The newly formed region …
Acrisure Announces Formation of Mid-Atlantic Region, Eyes Expansion in 2024 Read More
As the world of financial services continues to evolve and grow, businesses need to stay ahead of industry trends in order to remain competitive. Chester County is a thriving region …
Chester County’s Finance Industry: A Comprehensive Overview Read More