Category : Investment Services

Banking Fintech Investment Services News

BaCo Group Creates Transformative Software to Help Accounting Professionals Navigate Financial Crises Through COVID-19 and Beyond

BaCo Group, a Dallas-based CPA firm, is utilizing a new technology developed in-house to provide their clients with a first of its kind, real-time, accounting service, BaCo Tech. This service has allowed BaCo Group to help its clients navigate the ever-changing environment of COVID-19. Read More: Fintech Europe Selects Ten Startups for......
Business Fintech Investment Services News

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group

Fintech platform expands leadership with the addition of Anil Arora, Tricia Rothschild and Michael Winnick The TIFIN Group, a fintech platform that builds companies aimed at shaping the future of investor experience to drive better investor outcomes, announced expansion of its executive team and board members. The additions include Anil......
Fintech Fintech Startups Investment Services News

AXA Ventures Leads $5 Million Investment in Next-generation Cybersecurity Startup Hub Security

FPGA-based cyber platform closes Series A funding round with additional investment from OurCrowd Hub Security, a startup that offers military-grade cybersecurity solutions for fintech, cloud, blockchain and data storage, announced it has closed a $5 million Series A funding round led by AXA Ventures, with participation from Jerusalem-based OurCrowd. Read More: Celsius Network and Prime......
Capital Markets Fintech Investment Services News

Zinobe Announces New $30 Million Credit Facility Provided by Monachil Capital Partners

Zinobe, a leading online financial services company in the Colombian market, announced the closing of its USD $10 million secured line of credit, expandable up to USD $30 million, provided by Monachil Capital Partners, a global investment management firm founded by former Goldman Sachs partner Ali Meli. Read More: Bank of Montreal, Motley Fool,......
Banking Fintech Investment Services Mobile Banking News

Paysafe Appoints Noah Sharp as Chief Banking Officer

Fintech News Desk
Paysafe, a leading specialized payments platform, has appointed Noah Sharp as Chief Banking Officer with global responsibility for leading and developing the company’s banking, payment partner and card network relationships.  Sharp, an experienced international corporate banker and specialist in Fintech banking and payments, is based in London and reports into......
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

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

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

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

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

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.......
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