Month : July 2022

CareConnectMD Announces $25 Million Investment from TT Capital Partners to Fuel Expansion and Hiring
Investment Services News

CareConnectMD Announces $25 Million Investment from TT Capital Partners to Fuel Expansion and Hiring

Fintech News Desk
Company will use funding to bring its unique model to other U.S. states and enhance its technology platform CareConnectMD, Inc. (CCMD), a Costa Mesa, Calif., provider of primary care and care coordination services tailored to meet the needs of complex Medicare participants, today announced the close of a $25 million financing......
Fieldpoint Private Names Gina Omolon as Chief Financial Officer
Finance News

Fieldpoint Private Names Gina Omolon as Chief Financial Officer

Fintech News Desk
Mazars Veteran Brings Top-Tier Experience to Executive Team Fieldpoint Private, the fast-growing private banking firm serving entrepreneurs, families, businesses and institutions, announced the appointment of Gina Omolon, CPA, as Chief Financial Officer, succeeding Ian McMahon, who will be retiring in October after almost ten years with Fieldpoint. Omolon joins Fieldpoint......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
William Blair Bolsters Investment Banking Group With Senior Hires in London
Banking Investment Services News

William Blair Bolsters Investment Banking Group With Senior Hires in London

Fintech News Desk
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has bolstered its investment banking group in Europe with the appointment of five senior hires. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment......
XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
Piper Sandler Expands Insurance Investment Banking Team with Addition of Christopher Grady
Banking News

Piper Sandler Expands Insurance Investment Banking Team with Addition of Christopher Grady

Fintech News Desk
Piper Sandler Companies a leading investment bank, is pleased to announce the hiring of Christopher Grady. He is joining the New York office as a director in the financial services group as part of the insurance investment banking team. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the......
ACI Worldwide Recognized as 2022 Microsoft Financial Services Partner of the Year Finalist
Finance News

ACI Worldwide Recognized as 2022 Microsoft Financial Services Partner of the Year Finalist

Fintech News Desk
ACI Worldwide the global leader in mission-critical, real-time payments software  announced it has been named a 2022 Microsoft Financial Services Partner of the Year Award finalist. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape ACI was among a global field of top Microsoft partners......
Vesttoo Hires Dan Dijak as its Vice President of Insurance Markets in the US
InsurTech News

Vesttoo Hires Dan Dijak as its Vice President of Insurance Markets in the US

Fintech News Desk
Mr. Dijak, formerly Senior VP at AM RE, will be in charge of Vesttoo’s business development and retention in North America and strengthening the company’s collaboration with brokers across the continent Vesttoo, a leading digital insurance risk transfer and investment platform, announced today the hiring of insurance business executive Dan Dijak as its new VP......
FundFront is Reimagining the Alternative Investing with a New Partnership and Product Line-up
Fintech News

FundFront is Reimagining the Alternative Investing with a New Partnership and Product Line-up

Fintech News Desk
FundFront and Icon Asset Management announce strategic partnership, driving innovation at the forefront of AI-powered investing FundFront, an alternative investment platform and a fintech company based in London, announced a strategic partnership with Icon Asset Management (“Icon”), bringing MoSAIQ’s proprietary systematic and data-driven investment strategy to the FundFront platform with a......
1