Category : Finance

Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Finance Fintech News

VentureCount Announces Partnership with West Coast Outsourced CFO, Accounting and Tax Provider

Fintech News Desk
by Fintech News Desk0
VentureCount Services, LLC  announced a strategic partnership with Boost Holdings, LLC and affiliated entities. The Company provides full-spectrum finance and accounting services to clients nationwide from its offices in Washington, D.C., California and Bangalore, India. Based in Roseville, California and led by Mario Curci, Boost offers strategic Chief Financial Officer services, merger and acquisition (“M&A”) advisory......
Finance News

CampusDoor and Sparrow Drive Digital Transformation In Private Student Lending

Fintech News Desk
by Fintech News Desk0
Exclusive Joint Venture Enables Banks and Credit Unions to Attract and Retain Generation Z Borrowers CampusDoor, one of the nation’s largest third-party, private student loan origination platforms, announced an exclusive joint venture with Sparrow to expand banks’ and credit unions’ competitive advantage in capturing and retaining Generation Z borrowers. “This exciting......
Compliance management Finance News

PerformLine and LinkedIn Announce Compliance Partnership

Fintech News Desk
by Fintech News Desk0
The partnership strengthens PerformLine’s capabilities to help financial services organizations meet compliance obligations PerformLine, a leading provider of omni-channel marketing compliance software, announced that it has been selected to be a partner for the LinkedIn compliance program. The partnership will enhance PerformLine’s social media monitoring capabilities that enable financial services......
Finance News

Questis Introduces, Communities: A Members-Only Financial Support Network

Fintech News Desk
by Fintech News Desk0
Questis takes the next step forward in financial wellness technology with the addition of a complimentary support network necessary for changing financial behaviors Today, financial empowerment company, Questis, announces the launch of Communities to their financial empowerment services. Questis Communities is a members-only, peer-support network that brings together people who......
Digital Finance News

HSBC Launches Digital Receivables Finance capability

Fintech News Desk
by Fintech News Desk0
Digital application process slashes approval times from months to days HSBC has cut the approval process for new Receivables Finance (RF) customers from one to two months to under 48 hours, using a new technology platform. Using the new online application journey, co-created with Trade Ledger, with a few clicks......
E-commerce Finance News

Emerging Group of “Organized Consumers” Looking to Spread Holiday Spending Over Several Months, Accenture Survey Finds

Fintech News Desk
by Fintech News Desk0
Americans are embracing the holiday spirit and focused on spreading cheer to others, however widespread uncertainty and personal financial strains are prompting consumers to plan for the holidays with greater precision, according to results of the 16th Annual Holiday Shopping Survey from Accenture. “Many retailers have excess inventory they need to......
Finance News

Algbra Partners With Marqeta to Deliver New ‘Financial Movement’ for Communities

Fintech News Desk
by Fintech News Desk0
Algbra, a sustainable and values-focused digital finance innovator dedicated to providing ethical money solutions and promoting financial wellbeing, has announced a partnership with Marqeta. Marqeta is the global modern card issuing and payments processing platform, that empowers its partners to create customised and innovative payment cards, giving them the ability......
Finance Fintech News

Raistone, Quartix Partner to Address Financial Gaps Faced by Manufacturing & Distribution Companies

Fintech News Desk
by Fintech News Desk0
Raistone announced it has entered a new supply chain finance partnership with Quartix to provide out-of-the-box digital cash flow opportunities to mid-market companies that have long been deprived adequate innovative funding solutions from banks and legacy financial institutions. Quartix and Raistone have partnered to combine cutting-edge financial technology and efficient......
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