Search Results for: retirement

Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner
Banking Capital Markets News

Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner

Fintech News Desk
by Fintech News Desk0
Founded by Former Chief Investment Officer of New York Life, John Kim, Brewer Lane Ventures Is a Fund Focused on Investing in Early-Stage Insurtech and Fintech Startups Brewer Lane Ventures, a new venture capital firm focused on investing in the insurtech and fintech industries, announced it has brought on Martha......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
by Fintech News Desk0
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
Starship Raises $11 million to Expand Access to Health Savings Accounts
Fintech Startups News

Starship Raises $11 million to Expand Access to Health Savings Accounts

Fintech News Desk
by Fintech News Desk0
New Funds and Major Partnership Make Health Savings Accounts More Accessible to Americans, regardless of Employment Status Fresh off of a Series A investment of $7 million led by Valar Ventures—bringing total money raised to $11 million—fintech startup Starship is making portable health savings accounts available to drivers, delivery persons and carriers who use......
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