Category : Investment Services

Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
Fintech Fintech Funding Investment Services News

New Financial Finesse Research Reveals American’s Financial Stress Was Rising Before COVID-19 Hit

Fintech News Desk
by Fintech News Desk0
Financial Finesse, the innovator of workplace financial wellness programs, today released their 2019 Financial Wellness Year in Review (YIR) study highlighting the current state of financial wellness in America. At the time of this study, America is battling the COVID-19 pandemic. Consequently, in addition to the annual analysis the report historically provides,......
Business Fintech Investment Services News Trading

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities

Fintech News Desk
by Fintech News Desk0
DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S. Employing DriveWealth’s proven technology, Winvesta is now offering U.S. stock market access via a mobile app to investors across India, enabling them to......
Economy Fintech Investment Services News

Investors Look To CEOs To Ensure Transparent Financial Reporting Amid Global Uncertainty, According To Research From BlackLine

Fintech News Desk
by Fintech News Desk0
A global survey of institutional investors commissioned by accounting automation software leader BlackLine,  reveals that 79% of global investors believe that CEOs should be held accountable for a company’s financial reporting errors. Surprisingly, only 38% of investors feel that CFOs should be held to account. Read More: Analyticom Introduces a Scientific Model......
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
Banking Fintech Investment Services News

White Ops Receives Investment from Goldman Sachs Merchant Banking Division and ClearSky Security to Support Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
Investment will further accelerate White Ops’ growth and expansion in new markets White Ops (“White Ops” or the “Company”), the global leader in bot mitigation and fraud protection, announced the completion of an investment by Goldman Sachs Merchant Banking Division and ClearSky Security to support the Company in its next......
Fintech Fintech Funding Investment Services News

COVID-19 Financial Impact: 82% of Americans Worry About Making Ends Meet

Fintech News Desk
by Fintech News Desk0
New doxoINSIGHTS report shows impact of increasing household financial stress on bill pay behavior While the financial impacts of the coronavirus pandemic are still developing, bill payment behavior is quickly changing as consumers tighten their spending habits and adapt to the economic uncertainty of the months to come. Unfortunately, new......
Fintech Investment Services News

Corcentric Receives Strategic Investment Round to Support Global Expansion

Fintech News Desk
by Fintech News Desk0
Corcentric, a leading provider of business spend management and revenue management software and services, announced  a significant minority growth equity investment from New York-based private equity firm, Bregal Sagemount. The $80 million capital raise will support Corcentric’s product innovation and solution integration efforts as the company continues its global expansion; helping businesses......
Fintech Investment Services News

Qontigo Expands Factor-Based Index Suite To Include Sustainable Indices

Fintech News Desk
by Fintech News Desk0
Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the expansion of the STOXX Factor Index suite to include a family of ESG-screened indices. The STOXX ESG-X Factor Indices provide sustainability-driven investors with ESG-screened indices that can target similar levels of factor exposures as......
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