Category : Investment Services

Banking Investment Services Mobile Banking News

Citizens Bank Of Edmond And MX Launch SBA Loan Application Portal For Small Businesses

Fintech News Desk
by Fintech News Desk0
New portal makes it easier than ever for small business customers to apply and get approved for Payment Protection Program loans Citizens Bank of Edmond and MX today announced the launch of a new Small Business Administration (SBA) Paycheck Protection Program (PPP) loan portal for the bank’s small business customers. The new application portal......
Fintech Investment Services News

Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide

Fintech News Desk
by Fintech News Desk0
Two firms will join forces to empower all types of investors to drive long-term, meaningful outcomes that contribute to a more just and sustainable global economy Morningstar, a leading provider of independent investment research, announced it has reached an agreement to acquire Sustainalytics, a globally recognized leader in environmental, social,......
Fintech Investment Services News

HiddenLevers Unveils Stress Testing for Financial Plans, to Help Address Retirement Concerns on Coronavirus Shock + Recession

Fintech News Desk
by Fintech News Desk0
Investor worries about retirement are skyrocketing due to higher volatility and the stock market crash brought on by the coronavirus. HiddenLevers, a premier tech provider in the wealth management space, announced the launch of new financial planning features, including cashflows stress testing, to help financial advisors tackle these worries head......
Fintech Investment Services News

Disruption House Partner With the Investment Association’s ‘Engine’ to Help Fast Track Innovation

Fintech News Desk
by Fintech News Desk0
The fintech analysis agency, Disruption House, has been selected by investment trade body The Investment Association (IA) to fast track the adoption of specific technologies within asset management and capital markets. The new partnership between the two organisations has been established for its newly formed fintech accelerator programme, Engine. Read More: Finhabits Launches Microlearning......
Fintech Investment Services News

Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader

Fintech News Desk
by Fintech News Desk0
Deal value surges 170% year over year; Elizabeth Eberle joins as VP of Marketing Dealpath, the leading software solution for real estate investment and portfolio management, announced a record first quarter with a 170% increase in deal value supported on the platform year over year, surpassing $5 trillion of equity......
Banking Capital Markets Fintech Investment Services News

Piper Sandler Appoints Steven Schmidt as Head of Technology Investment Banking

Fintech News Desk
by Fintech News Desk0
Piper Sandler Companies , a leading investment bank and institutional securities firm, has named Steven Schmidt as head of technology investment banking, effective immediately. Read More: 2020 Outlook: Blackhawk Network CEO and President Previews the New Ways Shoppers Want to Pay In-Store Piper Sandler Appoints Steven Schmidt as Head of Technology Investment Banking “Steve’s......
Fintech Investment Services News

Cambria Investment Management Hires SS&C to Service ETF Lineup

Fintech News Desk
by Fintech News Desk0
SS&C ALPS to provide comprehensive offering to 11 Cambria ETFs SS&C Technologies Holdings, announced that Cambria Investment Management has selected SS&C ALPS to provide full fund administration, accounting and distribution services for Cambria ETFs. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits SS&C ALPS has......
Business Fintech Investment Services News

Arcis Capital Partners Selects Navatar Edge for Technology Growth Equity Deal Sourcing and Investment Process

Fintech News Desk
by Fintech News Desk0
Arcis Capital Partners, a New York City-based growth equity investment firm focused on investing in US technology companies, has chosen Navatar Edge to be its end-to-end deal and investor relations platform, covering its fundraising, business development, deal management and due diligence needs. Read More: Analyticom Introduces a Scientific Model That Keeps......
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Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
by Fintech News Desk0
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
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