Category : Fintech Startups

Fintech Startups Investment Services News

Fourth Annual Academic Research Colloquium Aims to Deepen Financial Planning Knowledge

Fintech News Desk
A fintech panel discussing new research on robo-advice and its implications on financial planning practice will take the spotlight at the fourth annual Academic Research Colloquium, February 20-22. The panel will be led by Dr. David Musto, Ronald O. Perelman Professor in Finance at The Wharton School, University of Pennsylvania. Musto also served as......
Fintech Startups Insights News Uncategorized

Panoramix Still the One

Fintech News Desk
Innovative performance reporting and billing technology system earns top rating second year in a row For the second straight year, Panoramix places first in overall customer satisfaction for financial advisor portfolio management tools in the annual Technology Tools for Today (T3) Survey. The 2020 survey compiled responses from over 5100......
Fintech Fintech Startups News

FinTech Startup TheGuarantors Announces New Chief Operating Officer

Fintech News Desk
A New York-based FinTech company, TheGuarantors, has announced the hiring of Sean O’Donoghue as Chief Operating Officer. Since its founding in 2015, TheGuarantors has been a leader in finding innovative ways to solve for risk in leasing, using its expertise in real estate, risk, and technology. This recent addition to the leadership team......
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Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
Banking Fintech Funding Fintech Radar Fintech Startups News

Self Raises $20M in Series C Funding to Bring Innovative Savings and Credit-Building to Millions More Americans

Fintech News Desk
Investors for Series C include Conductive Ventures and Altos Ventures Self, a leading fintech startup offering people a way to build their credit while also saving money, today announced a $20 million round of Series C financing, co-led by Altos Ventures and Conductive Ventures. The funding will allow Self to......
Banking Fintech Fintech Radar Fintech Startups News

Fortimize Partners with Jitterbit to Provide Fast Track Integration Solutions for Financial Services Customers

Fintech News Desk
Jitterbit’s Enterprise API Integration Platform Helps Customers Streamline Salesforce Integration Processes to Drive Business Growth Jitterbit, the API transformation company, and Fortimize, a Salesforce Platinum Consulting Partner for financial services clients, announced a new strategic partnership. The partnership enables Fortimize to provide integration to its fast track solution for banks and......
Banking Fintech Fintech Radar Fintech Startups News

Leading California Lender – LoanMe™ Rebrands and Pushes Boldly Into the Future With Fintech at the Forefront

Fintech News Desk
LoanMe launches an ambitious new technology platform, web properties, loan products, and refreshed brand identity to reinforce its mission and commitment to its customers and business partners. A leading Southern California based personal and business lender is pushing boldly into the future with Fintech by placing the human element at......
Fintech Radar Fintech Startups

PHP Agency Inc. Hosts Five Regional Events

Fintech News Desk
PHP Agency Inc., a rapidly expanding financial services marketing organization, is entering the new decade with a vision of fundamentally reinvigorating the financial services industry. Last December, a record-breaking 6,653 insurance applications were written, up more than 100% from December 2018. With this continued momentum, PHP hosted five regional events throughout......
Fintech Radar Fintech Startups News

iCapital Network® Recognized as Top Fintech Firm by Forbes for Third Consecutive Year

Fintech News Desk
iCapital Network, a leading financial technology platform setting the industry standard for access and efficiency in alternative investing, announced it has been named to the 2020 Forbes Fintech 50 list, marking the third year in a row that Forbes has recognized iCapital as an innovator. The Forbes Fintech 50 list......
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Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
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