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Meet Hiren Hasmukh, Championing Simplicity and Innovation in IT Asset Management

Meet Hiren Hasmukh, Championing Simplicity and Innovation in IT Asset Management

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In a tech world saturated with complex systems and over engineered solutions, Hiren Hasmukh stands out by making things simpler. As CEO and Founder of Teqtivity, Hiren is on a mission to remove the clutter from IT Asset Management (ITAM) by delivering a platform that's intuitive, flexible, and truly built around people. From his humble beginnings building smart lockers to becoming a leader in scalable IT solutions, Hiren's journey is proof that clarity and customization can drive lasting innovation.
Key Credentials and Recognitions
With nearly a decade of leadership experience in the IT sector, Hiren has steered Teqtivity to become one of the most user-friendly and customizable ITAM platforms available today. His functional, hands-on approach to problem-solving and product development has won the trust of IT teams across industries.
A Career Rooted in Problem Solving
Teqtivity began as "TeQube" in 2016. At the time, Hiren and his team were tackling a very specific challenge: how to streamline the way developers borrowed mobile devices for testing. Most engineers had to wait in line or create tickets just to check out a device from IT. This process wasted both time and productivity.
The team created a smart locker system that made this process more efficient. But it didn't stop there. The real breakthrough came when they built a backend portal to track those devices. That backend—designed to improve workflow—turned out to be far more valuable than the locker itself.
Realizing this, Hiren pivoted. Instead of selling hardware, they built a robust, end-to-end IT Asset Management platform. That pivot is what gave rise to Teqtivity, a scalable solution designed for businesses that need smarter asset control without enterprise-level price tags or limitations.
Major Achievements: Reimagining ITAM with Accessibility and Flexibility
One of Hiren's most important innovations is Teqtivity's pricing model. Unlike traditional ITAM providers who charge based on the number of assets tracked, Teqtivity charges based on user count. Whether a company is managing 100 or 10,000 devices, the cost stays focused on who's actually using the platform, rather than how many machines are in the inventory.
This approach makes ITAM more affordable and democratizes access. Smaller teams with large inventories, like educational institutions or mid-sized businesses, finally have a tool that works at scale without breaking the bank.
Another achievement is Teqtivity's deeply customizable platform. From day one, Hiren built the company around customer workflows, not the other way around. Instead of forcing teams to adapt to generic systems, Teqtivity adapts to them. From integrations to user interface preferences, customers can shape the system based on how they actually work.
Contribution to Scalable and People-Centered Projects
While Teqtivity may not (yet) be deploying billion-dollar infrastructure like clean energy firms, its role in helping companies scale their operations cannot be understated. Hiren's leadership has led to successful deployments across various industries where asset tracking, employee accountability, and IT support efficiency are essential.
By focusing on the people who use technology (rather than just the tools themselves), Teqtivity enables smarter workflows, reduces downtime, and helps businesses make better decisions. This user-first mindset is at the heart of Hiren's strategy and Teqtivity's long-term roadmap.
Thought Leadership in the ITAM Space
A standout feature of Hiren's leadership style is his refusal to hide behind jargon. As he often says, "We could use big words too. We just don't want to." That simple philosophy shapes everything, from the Teqtivity dashboard to its customer service emails.
In a space often filled with overly technical language, Hiren pushes for clarity. This positions Teqtivity as not just a tech vendor, but a trusted partner that teams enjoy working with. It also makes the product more accessible for non-technical departments like HR and finance, who may need asset visibility but don't speak IT.
Company Culture That Reflects the Product Philosophy
Internally, Hiren cultivates the same values Teqtivity promises its users: openness, clarity, and support. Employees are encouraged to think independently, speak up, and grow. This culture of collaboration and continuous improvement keeps the team agile and responsive—traits that customers deeply appreciate.
In contrast to many tech companies that prioritize growth over customer support, Hiren has made it clear that quality service is non-negotiable. The Teqtivity team becomes an extension of each customer's team, providing day-to-day assistance, solving issues quickly, and iterating on feature requests in real time.
Embedding Values in Every Line of Code
The same values that shape Teqtivity's culture—adaptability, curiosity, and clarity—also guide its development process. Hiren and his team continuously refine the product based on real-world feedback. Whether it's a new feature to support remote teams or tighter integrations with inventory systems, the goal is always to serve people better, not just check off features.
Teqtivity doesn't assume it knows best. Instead, it listens, adapts, and evolves. That's what makes the platform truly customizable and human-centric.
Looking Ahead: Building the Future of Human-Tech Collaboration
In the next 3 to 5 years, Hiren sees Teqtivity growing into a household name in ITAM. But the vision goes beyond asset management. He wants Teqtivity to help companies understand how people and technology interact, how teams work across departments and tools, and where inefficiencies or opportunities might be hiding in plain sight.
This future isn't about more complexity. It's about greater visibility, smarter decisions, and more empowered teams.
What It Takes to Lead and Build in Tech
Hiren believes that leading a tech company today demands two things: adaptability and intellectual curiosity. Whether pivoting from hardware to software or integrating new tech like AI and APIs, the ability to change course quickly is essential.
Equally important is the drive to keep learning. In ITAM, understanding how businesses function and people interact with their tools requires more than tech knowledge. It requires empathy, communication, and a genuine interest in how things work behind the scenes.
Conclusion
Hiren Hasmukh has proven that you don't need to be the loudest in the room to lead in tech. With a calm, clear-headed approach, he's built a company that prioritizes people over platforms, and clarity over complexity.
Teqtivity may have started with a smart locker, but under Hiren's guidance, it's become a partner in building smarter, simpler, and more human-centered technology systems.
As more companies seek functional and simple tools, Teqtivity is well-positioned to become their go-to solution. And at the heart of it all is Hiren's belief: that great tech is about solving real problems, not just building flashy features.
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Analysis-Citi's banking head drives turnaround with more executives, deals, cooperation
Analysis-Citi's banking head drives turnaround with more executives, deals, cooperation

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time10 minutes ago

  • Yahoo

Analysis-Citi's banking head drives turnaround with more executives, deals, cooperation

By Tatiana Bautzer NEW YORK (Reuters) -Viswas Raghavan's hiring spree and push for more internal cooperation are helping Citigroup's investment banking business climb the Wall Street rankings, according to sources, analysts and public data. Since he joined from JPMorgan Chase last year, the head of Citi's banking group has added more than a dozen star bankers from rivals and is requiring executives to collaborate across business lines to generate more deals and other opportunities, the people said. Improving the performance of Citi's investment banking business - currently ranked fifth overall on Wall Street - is a keystone in CEO Jane Fraser's turnaround strategy for the global banking giant. Two recruiting sources said Citigroup is offering multimillion-dollar pay packages to attract star bankers from rivals. Raghavan himself was paid $22.6 million last year in total compensation, including salary, bonus and stock awards. "His decision to join Citi reflects our ability to attract the best talent to our firm and I look forward to seeing our Banking franchise flourish," Fraser said in a social media post on the day he joined. Since joining Citi in June 2024, Raghavan, known as Vis, has recruited about 15 senior executives from competitors, most of them from JPMorgan, but also from Goldman Sachs, Morgan Stanley, Ares Management and HSBC in recent months, Reuters previously reported. The bank announced last week that Amit Nayyar will become co-head in tech investment banking for Europe, Middle East and Africa. Other big hires were two new co-heads of M&A, Guillermo Baygual and Drago Rajkovic, as well as Pankaj Goel, co-head for technology investment banking. All are joining Citi from JPMorgan. "Investment banking is a relationship-intense business, so people make a difference," Barclays bank analyst Jason Goldberg said. 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The best results came from M&A bankers, which pushed Citi to fourth place in overall global rankings this year, up from seventh last year. Goldman Sachs, JPMorgan and Morgan Stanley were ranked first through third, respectively, Dealogic data showed. The banking division had the highest growth of all Citi businesses this quarter, up 23% from a year earlier. While Citi had a role in seven of the 10 largest fee-paying deals this year, it still needs to report several more strong quarters to establish a solid growth trend, Goldberg said. "M&A has become a huge priority," adding momentum to the gains in investment banking, said one of Citi's recent hires, who declined to be identified while discussing strategy at his new employer. One of the key challenges, according to bank analysts, is to increase Citi's presence in deals led by private equity firms, where the bank is lagging. The move to broaden Citi's client relationships among the different divisions fits in with Fraser's sweeping turnaround strategy set forth two years ago. She removed management layers, laid off thousands of employees and streamlined the bank's structure into five businesses. "Citi has been losing market share in investment banking for 25 years," Wells Fargo bank analyst Mike Mayo said. "Now Raghavan has a clear mandate to increase market share and returns at the banking division." The executive will face some challenges ahead. Although the share in M&A deals increased, Citi has kept stable market share in equity and debt capital market deals. The bank lost ground in loan revenue, coming in at seventh place in the ranking this year, down from sixth in 2024, according to Dealogic. Mayo has been bullish on Citi stock for a while and said a conversation he recently had with Fraser made him believe the heads of businesses are now held accountable for increasing returns. 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Stock market today: Dow, S&P 500, Nasdaq stall with Ukraine's fate, Fed policy in focus
Stock market today: Dow, S&P 500, Nasdaq stall with Ukraine's fate, Fed policy in focus

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Stock market today: Dow, S&P 500, Nasdaq stall with Ukraine's fate, Fed policy in focus

US stocks wavered on Monday as investors eyed risks around a high-stakes US-Ukraine meeting, kicking off a week dominated by a Federal Reserve speech that could define the outlook for interest rates. The S&P 500 (^GSPC) fell just below the flat line, and the Dow Jones Industrial Average (^DJI) was also roughly flat, coming off a second straight winning week for the major gauges. The tech-heavy Nasdaq Composite (^IXIC) added nearly 0.1%. Geopolitics are front of mind as Volodymyr Zelensky and European allies head for talks with President Trump in Washington, D.C., with the Ukrainian president facing US pressure to accept a peace deal that favors Russia. Wall Street is watching for more details on what Trump agreed with his Russian counterpart, Vladimir Putin, at their Alaska summit. But markets are also looking ahead to the main event this week, Jerome Powell's comments at the Jackson Hole symposium on Friday. His speech — likely to be Powell's last as Fed chair — will be closely followed for clues to the path of monetary policy, after inflation and retail data prompted Wall Street to temper rate cut hopes last week. The annual gathering of central bankers often brings signals of key shifts in Fed thinking, and its policymakers are facing a dilemma over what action to take. The release of minutes from the Fed's July meeting on Wednesday will set the stage for Jackson Hole in a week light on economic data. Meanwhile, second quarter earnings season is winding down, with Palo Alto Networks (PANW) and Blink Charging (BLNK) reports on Monday's docket. With most of the reports in, the results have been mostly positive. Highly anticipated earnings from Walmart (WMT), Target (TGT), Home Depot (HD), and Lowe's (LOW) are due later in the week, likely to provide insights into consumer spending Stocks muted at the open US stocks stalled at the open as investors awaited a high-stakes US-Ukraine meeting later on Monday, kickstarting a week leading up to Federal Reserve Chair Jerome Powell's most important policy speech of the year in Jackson Hole Friday. The S&P 500 (^GSPC) fell just below the flat line, and the Dow Jones Industrial Average (^DJI) was also roughly flat, coming off a second straight winning week for the major gauges. The tech-heavy Nasdaq Composite (^IXIC) added nearly 0.1%. Trump wants to take Fannie Mae and Freddie Mac public. The plan has some problems. Yahoo Finance's David Hollerith reports: Read more here. Solar stocks rally as Trump administration releases new guidance on tax credits Solar stocks continued rallying in premarket trading on Monday after the Trump administration clarified new eligibility requirements for tax credits that weren't as burdensome as feared. Shares of residential solar company Sunrun (RUN) have gained 38% since Friday. SolarEdge shares rose 19%, and First Solar (FSLR) and Enphase Energy (ENPH) stocks are both up more than 10%. Bloomberg reports: Read more here. Good morning. Here's what's happening today. Economic data: NAHB homebuilder sentiment (August) Earnings: Palo Alto Networks (PANW), Blink Charging (BLNK) Here are some of the biggest stories you may have missed over the weekend and early this morning: Powell's dilemma heading into his final Jackson Hole speech Trump eyes Fannie and Freddie IPO, but the plan faces hurdles What to watch this week: Powell at Jackson Hole. Walmart earnings China's $11 trillion stock market is a headache for both Xi and Trump US warns that India is 'cozying up' to Russia Tesla almost halves UK lease fee as sales slump: Report Goldman: S&P 500 earnings have blown past forecasts Bond market's rate-cut bets hit decisive stretch with Powell Novo Nordisk stock rises after Wegovy gets new US approval US-listed shares in Danish drugmaker Novo Nordisk (NVO) are gaining before the bell, as investors welcome a US boost for its flagship Wegovy. Novo is also reportedly planning to hold off from charging more at next year's launch of pill versions of its weight-loss injections, a departure from usual practice as President Trump puts pressure on pharma companies to cut US prices. Reuters reports: Shares in Novo Nordisk rose on Monday, after the Danish drugmaker got US approval for its weight-loss drug Wegovy to treat a serious liver condition. That was positive news for Novo which has lost more than one-third of its market value in recent weeks. ... Three weeks ago, investors wiped $70 billion off its market value, after Novo — which became Europe's most valuable listed company following the launch of Wegovy in 2021 — issued a profit warning and named a company veteran as new CEO. On Friday, the U.S. Food and Drug Administration granted accelerated approval for Wegovy to treat metabolic dysfunction-associated steatohepatitis, or MASH, making it the first GLP-1 class therapy cleared for the progressive liver condition that affects around 5% of adults in the United States. Read more here. Powell at Jackson Hole, Walmart earnings: What to watch this week The investing world is gearing up for Jerome Powell's comments at Jackson Hole — the most important Fed monetary policy speech of the year, says Yahoo Finance's Myles Udland. The Fed chair's appearance dominates the week's calendar for markets, which also brings a clutch of retail giant earnings. Myles reports: Read more here. Goldman team likely to stay in Trump's crosshairs President Trump has recently offered a few choice words on the work from Goldman Sachs' economics team, led by long-time economist Jan Hatzius. The team is unlikely to garner some praise from Trump today. Here's what Hatzius and his team served up in a new note on Monday morning: "After the recent downward revisions to payrolls, our estimate of trend job growth is now clearly below even that . And while the picture could change again for better or worse, future revisions to job growth are more likely to be because the birth-death model is likely a bit too generous, changes in trend payroll growth can initially be partially misattributed to changes in seasonal factors, revisions to the raw payrolls data tended to be negative in past slowdowns, data from ADP raise doubts about officially reported payroll growth in healthcare, and the household survey is now overstating immigration and employment gains. Like the slowdown in activity growth this year, the slowdown in job growth appears to have arisen from more than just the direct effects of trade and immigration policy changes. We are particularly worried that 'catch-up hiring' in a few industries now appears over and job growth outside those industries has fallen to around zero. And while job openings remain at a decent level, they started to decline again earlier this year." Stocks muted at the open US stocks stalled at the open as investors awaited a high-stakes US-Ukraine meeting later on Monday, kickstarting a week leading up to Federal Reserve Chair Jerome Powell's most important policy speech of the year in Jackson Hole Friday. The S&P 500 (^GSPC) fell just below the flat line, and the Dow Jones Industrial Average (^DJI) was also roughly flat, coming off a second straight winning week for the major gauges. The tech-heavy Nasdaq Composite (^IXIC) added nearly 0.1%. US stocks stalled at the open as investors awaited a high-stakes US-Ukraine meeting later on Monday, kickstarting a week leading up to Federal Reserve Chair Jerome Powell's most important policy speech of the year in Jackson Hole Friday. The S&P 500 (^GSPC) fell just below the flat line, and the Dow Jones Industrial Average (^DJI) was also roughly flat, coming off a second straight winning week for the major gauges. The tech-heavy Nasdaq Composite (^IXIC) added nearly 0.1%. Trump wants to take Fannie Mae and Freddie Mac public. The plan has some problems. Yahoo Finance's David Hollerith reports: Read more here. Yahoo Finance's David Hollerith reports: Read more here. Solar stocks rally as Trump administration releases new guidance on tax credits Solar stocks continued rallying in premarket trading on Monday after the Trump administration clarified new eligibility requirements for tax credits that weren't as burdensome as feared. Shares of residential solar company Sunrun (RUN) have gained 38% since Friday. SolarEdge shares rose 19%, and First Solar (FSLR) and Enphase Energy (ENPH) stocks are both up more than 10%. Bloomberg reports: Read more here. Solar stocks continued rallying in premarket trading on Monday after the Trump administration clarified new eligibility requirements for tax credits that weren't as burdensome as feared. Shares of residential solar company Sunrun (RUN) have gained 38% since Friday. SolarEdge shares rose 19%, and First Solar (FSLR) and Enphase Energy (ENPH) stocks are both up more than 10%. Bloomberg reports: Read more here. Good morning. Here's what's happening today. Economic data: NAHB homebuilder sentiment (August) Earnings: Palo Alto Networks (PANW), Blink Charging (BLNK) Here are some of the biggest stories you may have missed over the weekend and early this morning: Powell's dilemma heading into his final Jackson Hole speech Trump eyes Fannie and Freddie IPO, but the plan faces hurdles What to watch this week: Powell at Jackson Hole. Walmart earnings China's $11 trillion stock market is a headache for both Xi and Trump US warns that India is 'cozying up' to Russia Tesla almost halves UK lease fee as sales slump: Report Goldman: S&P 500 earnings have blown past forecasts Bond market's rate-cut bets hit decisive stretch with Powell Economic data: NAHB homebuilder sentiment (August) Earnings: Palo Alto Networks (PANW), Blink Charging (BLNK) Here are some of the biggest stories you may have missed over the weekend and early this morning: Powell's dilemma heading into his final Jackson Hole speech Trump eyes Fannie and Freddie IPO, but the plan faces hurdles What to watch this week: Powell at Jackson Hole. Walmart earnings China's $11 trillion stock market is a headache for both Xi and Trump US warns that India is 'cozying up' to Russia Tesla almost halves UK lease fee as sales slump: Report Goldman: S&P 500 earnings have blown past forecasts Bond market's rate-cut bets hit decisive stretch with Powell Novo Nordisk stock rises after Wegovy gets new US approval US-listed shares in Danish drugmaker Novo Nordisk (NVO) are gaining before the bell, as investors welcome a US boost for its flagship Wegovy. Novo is also reportedly planning to hold off from charging more at next year's launch of pill versions of its weight-loss injections, a departure from usual practice as President Trump puts pressure on pharma companies to cut US prices. Reuters reports: Shares in Novo Nordisk rose on Monday, after the Danish drugmaker got US approval for its weight-loss drug Wegovy to treat a serious liver condition. That was positive news for Novo which has lost more than one-third of its market value in recent weeks. ... Three weeks ago, investors wiped $70 billion off its market value, after Novo — which became Europe's most valuable listed company following the launch of Wegovy in 2021 — issued a profit warning and named a company veteran as new CEO. On Friday, the U.S. Food and Drug Administration granted accelerated approval for Wegovy to treat metabolic dysfunction-associated steatohepatitis, or MASH, making it the first GLP-1 class therapy cleared for the progressive liver condition that affects around 5% of adults in the United States. Read more here. US-listed shares in Danish drugmaker Novo Nordisk (NVO) are gaining before the bell, as investors welcome a US boost for its flagship Wegovy. Novo is also reportedly planning to hold off from charging more at next year's launch of pill versions of its weight-loss injections, a departure from usual practice as President Trump puts pressure on pharma companies to cut US prices. Reuters reports: Shares in Novo Nordisk rose on Monday, after the Danish drugmaker got US approval for its weight-loss drug Wegovy to treat a serious liver condition. That was positive news for Novo which has lost more than one-third of its market value in recent weeks. ... Three weeks ago, investors wiped $70 billion off its market value, after Novo — which became Europe's most valuable listed company following the launch of Wegovy in 2021 — issued a profit warning and named a company veteran as new CEO. On Friday, the U.S. Food and Drug Administration granted accelerated approval for Wegovy to treat metabolic dysfunction-associated steatohepatitis, or MASH, making it the first GLP-1 class therapy cleared for the progressive liver condition that affects around 5% of adults in the United States. Read more here. Powell at Jackson Hole, Walmart earnings: What to watch this week The investing world is gearing up for Jerome Powell's comments at Jackson Hole — the most important Fed monetary policy speech of the year, says Yahoo Finance's Myles Udland. The Fed chair's appearance dominates the week's calendar for markets, which also brings a clutch of retail giant earnings. Myles reports: Read more here. The investing world is gearing up for Jerome Powell's comments at Jackson Hole — the most important Fed monetary policy speech of the year, says Yahoo Finance's Myles Udland. The Fed chair's appearance dominates the week's calendar for markets, which also brings a clutch of retail giant earnings. Myles reports: Read more here. Goldman team likely to stay in Trump's crosshairs President Trump has recently offered a few choice words on the work from Goldman Sachs' economics team, led by long-time economist Jan Hatzius. The team is unlikely to garner some praise from Trump today. Here's what Hatzius and his team served up in a new note on Monday morning: "After the recent downward revisions to payrolls, our estimate of trend job growth is now clearly below even that . And while the picture could change again for better or worse, future revisions to job growth are more likely to be because the birth-death model is likely a bit too generous, changes in trend payroll growth can initially be partially misattributed to changes in seasonal factors, revisions to the raw payrolls data tended to be negative in past slowdowns, data from ADP raise doubts about officially reported payroll growth in healthcare, and the household survey is now overstating immigration and employment gains. Like the slowdown in activity growth this year, the slowdown in job growth appears to have arisen from more than just the direct effects of trade and immigration policy changes. We are particularly worried that 'catch-up hiring' in a few industries now appears over and job growth outside those industries has fallen to around zero. And while job openings remain at a decent level, they started to decline again earlier this year." President Trump has recently offered a few choice words on the work from Goldman Sachs' economics team, led by long-time economist Jan Hatzius. The team is unlikely to garner some praise from Trump today. Here's what Hatzius and his team served up in a new note on Monday morning: "After the recent downward revisions to payrolls, our estimate of trend job growth is now clearly below even that . And while the picture could change again for better or worse, future revisions to job growth are more likely to be because the birth-death model is likely a bit too generous, changes in trend payroll growth can initially be partially misattributed to changes in seasonal factors, revisions to the raw payrolls data tended to be negative in past slowdowns, data from ADP raise doubts about officially reported payroll growth in healthcare, and the household survey is now overstating immigration and employment gains. Like the slowdown in activity growth this year, the slowdown in job growth appears to have arisen from more than just the direct effects of trade and immigration policy changes. We are particularly worried that 'catch-up hiring' in a few industries now appears over and job growth outside those industries has fallen to around zero. And while job openings remain at a decent level, they started to decline again earlier this year." Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

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time10 minutes ago

  • Yahoo

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership OMAHA, Neb., August 18, 2025--(BUSINESS WIRE)--Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, and GiftingNetwork, a leading provider of comprehensive philanthropic solutions, today announced an integration partnership that empowers Orion advisors to offer personalized, white-labeled donor-advised fund (DAF) solutions that drive deeper family engagement, align wealth with values, and retain assets across generations. Unlike traditional DAF offerings, GiftingNetwork enables Orion advisors to create their own firm-branded DAF experience, backed by a growing network of DAF sponsors and charities and supported by cutting-edge, mobile-first technology. Advisors gain full control over the philanthropic journey, offering clients a values-based extension of their financial plan with potential tax benefits, such as donating appreciated assets without incurring capital gains taxes and securing immediate charitable deductions. "Today's investors want more than performance – they want purpose," said Todd Bertucci, Executive Vice President, Orion Advisor Technology. "Orion's partnership with GiftingNetwork brings charitable giving into the heart of a personalized wealth experience. It's part of how Orion empowers advisors to deliver tax-efficient, goal-aligned strategies that resonate emotionally and financially with clients. It's more than a feature – it's a growth strategy." Client expectations are shifting toward personalization and purpose-driven planning, with 71% of high-net-worth individuals expecting their advisor to help align wealth with personal values, and 83% of millennials wanting their financial plans to reflect their beliefs.1 Advisors who offer charitable planning see significant benefits, including higher client loyalty and increased assets under management.2 Orion advisors can now launch white-labeled DAFs, facilitate multigenerational giving conversations, and serve nonprofit clients with tailored capabilities. These offerings further Orion's commitment to delivering modern portfolio impact, combining behavioral finance, risk management, and personalized planning to align portfolios with each client's goals, values, and emotional drivers. GiftingNetwork's platform combines intuitive donor experiences with advisor-facing reporting dashboards, grant workflows, and philanthropic consulting. GiftingNetwork is part of Orion's Premier Partnership Program, a strategic initiative to collaborate with select industry leaders to deliver cutting-edge solutions for advisors. "We're thrilled to partner with Orion, whose leadership clearly recognizes that philanthropic planning isn't just good for the world – it's a smart business strategy. By equipping advisors with tools to help clients align wealth with their values, Orion empowers deeper relationships, multigenerational engagement, and ultimately, greater asset retention during today's historic intergenerational wealth transfer," added Eric Swerdlin, CEO of GiftingNetwork. To help advisors kick-start more values-based conversations, Orion and GiftingNetwork are co-hosting a webinar: "The Donor's Mindset: Behavioral Science Behind Charitable Giving" on Wednesday, August 20 at 2:00 p.m. ET. Speakers include Dr. Daniel Crosby, Chief Behavioral Officer, Orion and Greg Murray, Head of Business Development, GiftingNetwork. About Orion Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms3 rely on Orion's technology to power their businesses and win for investors. Learn more at 1 Source: 2 Source: "Maximizing Client Engagement: Innovative Philanthropic Strategies to Promote Client Retention for the Long Haul", Financial Planning Association, 2025. 3 Source: 2024 Top 100 RIA Firms, Barron's, 2024. Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms. GiftingNetwork GiftingNetwork is a fintech platform transforming how donor-advised funds (DAFs) are delivered, administered, and scaled. Its three-sided platform connects financial advisors, donors, and a growing network of DAF sponsors, enabling firms to offer fully branded, advisor-managed charitable giving experiences across multiple sponsoring organizations. Built for seamless integration and operational scale, GiftingNetwork equips wealth management firms with the tools to efficiently manage philanthropic capital, reduce administrative complexity, and retain assets across generations. Learn more at 2220-U-25226 View source version on Contacts Media Contacts On Orion's behalf:StreetCred PRorion@ Natalie O'Dellnatalie@ 717-818-2116 On GiftingNetwork's behalf: ATeam CommunicationsHello@ Sign in to access your portfolio

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