Month : November 2023

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
NEXT Insurance Enters Partnerships with Allstate and Allianz X, Supported by $265 Million Strategic Investment
InsurTech News

NEXT Insurance Enters Partnerships with Allstate and Allianz X, Supported by $265 Million Strategic Investment

PR Newswire
by PR Newswire0
NEXT will provide its products to Allstate customers, expanding its footprint to even more small businesses nationwide NEXT and Allstate will co-develop innovative and unique commercial auto products to target market of 33 million small businesses Deal with Allianz Re bolsters its reinsurance relationship with a multi-year commitment Partnership fuels a new $265......
CQUR Bank Selects Finastra To Enhance Its Digital Transaction Banking Offering For International Corporate Clients
Banking News

CQUR Bank Selects Finastra To Enhance Its Digital Transaction Banking Offering For International Corporate Clients

PR Newswire
by PR Newswire0
With Finastra’s Trade Innovation and Corporate Channels solutions, CQUR Bank will streamline trade finance services and offer enhanced digital banking to strengthen customer relationships Finastra, a global provider of financial software applications and marketplaces, announces that CQUR Bank, an international corporate bank, has partnered with Finastra to deliver on its technology......
Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study
Fintech News

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

PR Newswire
by PR Newswire0
Merrill Center for Family Wealth publishes guide to productive family conversations about money and relationships Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private......
JPMorgan Asset Management Launches Two Active ETFs: JTEK and JDOC
Fintech News

JPMorgan Asset Management Launches Two Active ETFs: JTEK and JDOC

PR Newswire
by PR Newswire0
Funds seek to deliver JPM active management expertise and risk controls through ETF technology JP Morgan Asset Management announced the launch of two actively-managed ETFs, JPMorgan U.S. Tech Leaders ETF (JTEK) and JPMorgan Healthcare Leaders ETF (JDOC) on the Nasdaq Stock Market. JPMorgan U.S. Tech Leaders ETF (JTEK) invests primarily in equity securities......
Snap.Build Growing the Economy with Build For Rent (BFR) Projects in Multiple States
Fintech News

Snap.Build Growing the Economy with Build For Rent (BFR) Projects in Multiple States

PR Newswire
by PR Newswire0
Platform Tailored to BFR Model for Speed and Efficiency Snap.Build, a best-in-class fintech company for the residential housing construction industry, specializes in working with the builder and lender communities to fund projects targeted to growing residential real estate areas with a concentration in the Build For Rent (BFR) category. Today, BFR......
Skipify Named "The Future Of Payments Infrastructure" As Part Of The Money20/20 Startup Network
Digital Payments News

Skipify Named “The Future Of Payments Infrastructure” As Part Of The Money20/20 Startup Network

PR Newswire
by PR Newswire0
Skipify, a fintech company, has been recognized as “The Future of Payments Infrastructure” by Money20/20. The distinction was given during a keynote presentation at the Money20/20 USA Conference in Las Vegas, the world’s biggest and most influential gathering of the global money ecosystem. Skipify was also named to Money 20/20’s inaugural list of......
TRAFiX Secures Strategic Growth Investment from Marlin Equity Partners
Investment Services News

TRAFiX Secures Strategic Growth Investment from Marlin Equity Partners

PR Newswire
by PR Newswire0
TRAFiX, a fast-growing capital markets software platform, plans to use the investment to accelerate product development for its global customer base TRAFiX LLC, a leading provider of order and execution management software (“OEMS”) and FIX connectivity solutions for the global capital markets, announced that it has secured a strategic growth......
Chase Doubles Commitment to Hire 1,000 New Business Bankers by 2025
Banking Fintech News

Chase Doubles Commitment to Hire 1,000 New Business Bankers by 2025

Business Wire
by Business Wire0
Firm previously announced it would hire 500 bankers by 2024 Firm hosts inaugural “Make Your Move Summit” for small business owners with Matthew McConaughey, Mark Cuban, Sheryl Swoopes, Jay Shetty, Emma Grede and more Chase today announced it intends to hire 1,000 new business bankers in local markets across the......
Boston Financial Closes $164 Million National Multi-Investor Fund
Fintech Investments News

Boston Financial Closes $164 Million National Multi-Investor Fund

Business Wire
by Business Wire0
Boston Financial, the largest and most established syndicator of U.S. Low-Income Housing Tax Credits (“LIHTC”), today announced the closing of Boston Financial Institutional Tax Credits 59 Limited Partnership (“ITC 59”), a $164 million LIHTC fund. ITC 59 is the second multi-investor LIHTC fund syndicated by Boston Financial this year, representing......
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