Category : Finance

Capital Markets Finance News

Standard Metrics Secures $23.7 Million Series A to Pioneer the Digitization of Workflows

Fintech News Desk
by Fintech News Desk0
Standard Metrics, the investor relations platform for the private capital markets formerly known as Quaestor, announced $23.7 million in Series A financing. The round was led by 8VC along with a number of Standard Metrics’ venture capital customers and industry supporters, including Alpha Edison, January Capital, First Trust Capital Partners, Fin VC,......
Finance News

Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth

Fintech News Desk
by Fintech News Desk0
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two years ago, the registered independent advisory firm (RIA) underwent a rigorous due diligence process by Zoe to ensure that it is one of the top 5% nationwide. The partnership enables clients to connect with......
Finance News

Lincoln Financial Network Strengthens Commitment to DEI with New Head of Multicultural Markets

Fintech News Desk
by Fintech News Desk0
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the appointment of Samantha Hunter as Head of Multicultural Markets. In this role, Hunter will focus......
Banking Finance News

SambaNova Launches GPT-Powered AI Purpose-Built for Financial Services Industry

Fintech News Desk
by Fintech News Desk0
SambaNova’s GPT for Banking and Financial Services enables banks to close the deep learning deployment gap SambaNova Systems, the company delivering the industry’s only comprehensive software, hardware, and solutions platform to run AI and Deep Learning applications, announces SambaNova GPT Banking, the first solution purpose-built for the financial services industry,......
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Credit Bureaus Finance News

CuneXus and Zest AI Partner to Improve Financial Wellness

Fintech News Desk
by Fintech News Desk0
Perpetual lending platform embeds AI-driven credit scores, expands consumer access to affordable credit CuneXus, the first and only digital storefront for financial institutions’ account holders, announced a strategic partnership with Zest AI, the leader in software for more inclusive underwriting, improving consumer access to affordable lines of credit. .@CuneXus and......
B2B Finance News

TreviPay Announces Acquisition of BATON Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition aims to better serve small B2B businesses struggling to manage cash flow, provide trade credit to buyers TreviPay, a global financial technology company, announced its acquisition of BATON Financial Services, Inc. (“Baton”), a technology company which has built a unique, innovative B2B invoice payments network. To meet the trade......
Finance News

Financial Gravity Rolls Out Enhanced Planning Software

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc., announced their Tax Master Network (TMN) subsidiary has rolled out an “import tax return” facility to make their Tax Ninja planning software even easier to use. Traditional tax-planning tools produce pages of dense spreadsheets that do nothing to tell clients how to pay less. TMN’s Tax......
Finance News

Place Receives Funding from Geekdom Fund and 7BC Venture Capital to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Place’s Technology Automates and Digitizes Financial and Business Processes With Live, Connected Data Place, maker of the agile finance platform built for the entire company, announced that it has raised $3.25m in additional capital, bringing its total invested capital to nearly $10m. The latest round was led by Geekdom Fund with......
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
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