Month : December 2022

Principal Joins First Women’s Bank as Mission Partner
Lending News

Principal Joins First Women’s Bank as Mission Partner

Fintech News Desk
Financial services company’s commitment demonstrates support for gender equality while building an inclusive business community Principal Financial Group is proud to announce its support today for First Women’s Bank (FWB) as a Mission Partner, providing capital to fuel growth for women-owned businesses. “Principal is committed to putting financial security within reach of more......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
Marsh McLennan Agency Acquires McDonald Zaring Insurance
InsurTech News

Marsh McLennan Agency Acquires McDonald Zaring Insurance

Fintech News Desk
Expands Presence in Northwest Region Marsh McLennan Agency (MMA), a subsidiary of Marsh, announced the acquisition of McDonald Zaring Insurance (MZI), a full-service agency located in Walla Walla, Washington. Terms of the acquisition were not disclosed. “McDonald Zaring Insurance prides itself on its extensive experience and deep client relationships, aligning......
Intuit to Acquire Financial Health Startup SeedFi
Fintech News

Intuit to Acquire Financial Health Startup SeedFi

Fintech News Desk
SeedFi’s Credit Builder feature will join Intuit’s Credit Karma business to help more members build credit while saving money Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has entered into an agreement to acquire SeedFi, the partner behind Credit Karma’s Credit Builder, which helps low, or......
Achieve Announces Close of Innovative, $175 Million HELOC Securitization
Finance News

Achieve Announces Close of Innovative, $175 Million HELOC Securitization

Fintech News Desk
Inaugural deal receives AAA rating and is backed by home equity lines of credit originated by Achieve Loans Achieve, the leader in digital personal finance, announces the closing of a first-of-its-kind, AAA-rated securitization backed by $175 million in newly-originated home equity lines of credit (HELOCs). The securitization, FREED Mortgage Trust 2022-HE1, consists......
TRADE X Opens New Automotive Trading Facilities in Kenya
News Trading

TRADE X Opens New Automotive Trading Facilities in Kenya

Fintech News Desk
The TRADE X global automotive trading platform creates a strategic hub in Kenya, which will serve automotive dealers within key East African countries TRADE X, a B2B cross-border automotive trading platform based in Ontario, Canada, announced that it has opened a new Kenyan trading corridor, which includes both a shared bonded warehouse......
Sphere's TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management
Commerce Digital Payments News

Sphere’s TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management

Fintech News Desk
Seamless integration enables providers using Veradigm Practice Management (formerly Allscripts Practice Management) to accept and post payments within existing workflows Sphere, a leading provider of end-to-end integrated healthcare payments and security software, announced that its TrustCommerce platform is now integrated with the Veradigm Practice Management solution. TrustCommerce’s integration with Veradigm Practice Management......
LendingClub Acquires $1 Billion Personal Loan Portfolio
Banking Finance News

LendingClub Acquires $1 Billion Personal Loan Portfolio

Fintech News Desk
Seasoned, Quality Portfolio to Support Growth in Recurring Revenue LendingClub Corporation announced an agreement to acquire a $1.05 billion loan portfolio. The portfolio consists of personal loans that were originated through LendingClub’s marketplace and will support its growing revenue stream of recurring net interest income. The personal loans were previously acquired by......
Finance News Recommended

Nature Based Sustainable Finance By 2025 To Deal With Global Crises

Fintech Staff Writer
This all took place just few days before the UN Biodiversity Conference in Canada, where a landmark agreement adopted was halted and resulted into a reverse nature loss by 2030. Nature-based solutions will provide a limelight to tackle all sorts of challenges in a versatile way. UNEP has been continuously......
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