Month : December 2022

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
ZELF Launches Anonymous Debit Card with Crypto Recharge
Cryptocurrency News

ZELF Launches Anonymous Debit Card with Crypto Recharge

Fintech News Desk
ZELF, Bank of the Metaverse, introduces anonymous and instant Visa debit card with crypto recharge Continuing its mission to democratize access to finance, ZELF, Bank of the Metaverse, has announced the launch of an anonymous and instant Visa debit card that can be replenished with cryptocurrency, as well as other methods of funding......
RingCentral Selected by Westland Insurance to Provide Unified Communications and Scalability
Cloud InsurTech News

RingCentral Selected by Westland Insurance to Provide Unified Communications and Scalability

Fintech News Desk
Westland Insurance Group Ltd., one of the largest and fastest-growing independent property and casualty insurance brokers in Canada and a family-owned company, has selected RingCentral, Inc., a leading provider of global enterprise cloud communications, video meetings, collaboration, and contact center solutions, to power its business communication needs. Westland selected RingCentral......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
Nerve Invites Any Company to ‘Offer Your Own Advances’; Automates Short Term Advances With Front Me
Banking News

Nerve Invites Any Company to ‘Offer Your Own Advances’; Automates Short Term Advances With Front Me

Fintech News Desk
For creators in music, design, publishing, social media, and beyond, the wait to get paid is a major struggle in running their businesses — especially during a recession. Nerve, the banking app designed for creators, is giving its account holders the option to get paid up to 30 days early......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Fintech News Technology

CSI Expands Board Of Directors Following $1.6Billion Acquisition

Fintech News Desk
Computer Services Inc. (CSI), a leading provider of end-to-end fintech and regtech solutions, announced the appointment of three new voting members to its board of directors and details on its new chairman, Frank Martire, following the company’s acquisition by private equity firms Centerbridge Partners, L.P. (Centerbridge) and Bridgeport Partners (Bridgeport).......
B2B Fintech News

TreviPay Acquires Apruve

Fintech News Desk
TreviPay, a leader in global B2B payments and invoicing solutions, today announced the signing of a definitive agreement to acquire payment platform Apruve. Apruve offers a robust suite of payment solutions for global enterprises that will complement and expand on TreviPay’s existing order-to-cash technology offerings, merchant invoicing solutions, and the......
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