Month : April 2022

CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
Valuation Analysis Platform interVal Secures Investment From Fresh Founders
Analytics Investment Services News

Valuation Analysis Platform interVal Secures Investment From Fresh Founders

Fintech News Desk
by Fintech News Desk0
interVal, a software company that helps business owners and their advisors leverage real-time valuation analysis to drive better decision making, announced the closing of a new investment round. “We are thrilled to have Fresh Founders join us on our mission to ensure business owners and their advisory partners have constant......
Mastercard SpendingPulse: Services on the Rise in March, while U.S. Retail Sales Grow 8.4%*
Business Fintech News

Mastercard SpendingPulse: Services on the Rise in March, while US Retail Sales Grow 8.4 Percent

Fintech News Desk
by Fintech News Desk0
As we lapped two years since the first Covid lockdowns, March reinforced the ongoing rebalance to pre-pandemic ways of consumer spending. From airlines to lodging, spending on services is making its comeback, while in-store retail sales are rebounding as consumer mobility increases. According to Mastercard SpendingPulse, which measures in-store and online......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Financial Independence Group Set to Build New Corporate Headquarters in Cornelius, NC
Finance News

Financial Independence Group Set to Build New Corporate Headquarters in Cornelius, NC

Fintech News Desk
by Fintech News Desk0
Financial Independence Group, LLC (FIG), a leading financial services conglomerate and a staple of the Cornelius, North Carolina community since 1998, will build a modern and elegant building and corporate campus that will be an exciting new community landmark on Westmoreland Road in Cornelius. The company will be moving from its current Cornelius headquarters near......
Umpqua Bank Crowdfunding Partnership Accelerates No-Cost Financing for BIPOC, Women Entrepreneurs
Banking News

Umpqua Bank Crowdfunding Partnership Accelerates No-Cost Financing for BIPOC, Women Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Bank encourages eligible entrepreneurs needing access to capital to apply for 0% financing up to $15,000 Umpqua Bank, a subsidiary of Umpqua Holdings Corporation, has officially activated its $1 million Umpqua Bank Managed Loan Fund with Kiva, a nonprofit unlocking capital for historically underserved entrepreneurs and their communities. Through Kiva’s innovative crowdfunding microloan platform, Umpqua is......
Swiss DeFi-First Bank Alternative Fluid Finance SA Joins Forces With Predictive Blockchain Analytics Partner Merkle Science
Compliance management DeFi News

Swiss DeFi-First Bank Alternative Fluid Finance SA Joins Forces With Predictive Blockchain Analytics Partner Merkle Science

Fintech News Desk
by Fintech News Desk0
Fluid Finance SA and Merkle Science announce a partnership to create a seamless on- and off-ramp for digital assets, with compliance and security at the forefront. Fluid Finance offers traditional bank accounts that can be integrated with Web3 wallets, allowing users to easily move their funds into and out of crypto using the firm’s......
LendingTree Survey Finds 70% of Requests for Lower Credit Card APRs Are Still Granted
Fintech News

LendingTree Survey Finds 70 Percent of Requests for Lower Credit Card APRs Are Still Granted

Fintech News Desk
by Fintech News Desk0
Compared to Prior Years, Success Rates Dipped Slightly But Cardholders Can Still Get Better Terms Just by Asking In recognition of Financial Literacy Month, LendingTree has published the findings to its annual survey of credit cardholders on whether they asked card issuers for better terms in the past year, like a......
Policygenius Expands Marketplace with Life Insurance from Foresters Financial
InsurTech News

Policygenius Expands Marketplace with Life Insurance from Foresters Financial

Fintech News Desk
by Fintech News Desk0
Insurtech platform Policygenius continues rapid growth with launch of a new, convenient life insurance option with no medical exam and suite of living benefits Policygenius, the nation’s leading tech-enabled platform for insurance shopping and fulfillment, announced the new offering of an innovative life insurance product from Foresters Financial. The product, Foresters......
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