Month : July 2022

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
Riskalyze Appoints Three New Executive Leaders
Finance News

Riskalyze Appoints Three New Executive Leaders

Fintech News Desk
by Fintech News Desk0
Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, has charged two new hires and a veteran employee with taking on three leadership roles at the company. The new executive team members include Craig Clark as the firm’s first Chief Marketing Officer, Josh Gray in the role of Chief......
Battery Ventures Promotes Brandon Gleklen, Dillon Joyce and Justin Rosner to Principal
Investment Services News

Battery Ventures Promotes Brandon Gleklen, Dillon Joyce and Justin Rosner to Principal

Fintech News Desk
by Fintech News Desk0
Fresh From Raising $3.8 Billion in New Funds, Global Firm Also Promotes Five Others and Names New People Leader to Support Continued Growth Battery Ventures, a technology-focused investment firm that earlier this month announced the closing of new funds capitalized at $3.8 billion, announced several internal promotions as it continues......
Island Adds Cisco Investments as Strategic Investor
Investments News

Island Adds Cisco Investments as Strategic Investor

Fintech News Desk
by Fintech News Desk0
Investment follows Island’s recent Series B round of $115M on a $1.3B valuation Island, an emerging leader in the enterprise browser market, announced an investment from Cisco Investments, further fueling Island’s mission to redefine the role of the browser for the enterprise. Island’s Enterprise Browser provides organizations with complete control......
Anzu Partners Promotes Dr. Jimmy Kan to Partner
Investment Services News

Anzu Partners Promotes Dr. Jimmy Kan to Partner

Fintech News Desk
by Fintech News Desk0
Anzu Partners, an investment firm that focuses on early stage industrial and life science technology companies, today announced the promotion of Jimmy Kan, Ph.D., to Partner. Latest Fintech News: MetaBlaze Seeks to Create More Sustainability in Web3 Opens Final Crypto Presale Round for $MBLZ Tokens “Jimmy’s promotion to partner is a reflection......
CPI Card Group Connects ASI’s Network of Community Banks to Card@Once Instant Issuance
Digital Payments News

CPI Card Group Connects ASI’s Network of Community Banks to Card Once Instant Issuance

Fintech News Desk
by Fintech News Desk0
Companies integrate CPI’s SaaS-based instant issuance solution with ASI’s Insite™ CPI Card Group Inc. a payment technology company and leading provider of credit, debit and prepaid solutions, today announced that Automated Systems, Inc. (“ASI”), a provider of core data processing and teller management solutions to community banks, has successfully integrated Card@Once® with......
TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Survey Finds 36% of Americans Have Researched Healthcare Service Prices, 60% of Those Who Do Would Look to Health Insurance Companies for Pricing
InsurTech News

Survey Finds 36% of Americans Have Researched Healthcare Service Prices, 60% of Those Who Do Would Look to Health Insurance Companies for Pricing

Fintech News Desk
by Fintech News Desk0
For price transparency to truly be effective, both payers and providers must do their part to support the patient financial experience. AKASA, the leading developer of AI for healthcare operations, released findings from a new survey conducted on its behalf by YouGov, which highlights how Americans often turn to health......
Uncategorized

Greenscreens.AI Announces New CTO, Tal Reichert

Fintech News Desk
by Fintech News Desk0
Greenscreens.AI, the premier dynamic pricing platform for the logistics industry, announced that Tal Reichert has joined the leadership team as CTO. In this role and reporting to the CEO, Dawn Salvucci-Favier, Tal will help to accelerate the company’s efforts to deliver a neutral platform, driven by machine-learning, for predictive pricing intelligence. Latest......
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