Search Results for: financial broker platform

Revere CRE Closes $5 Million Funding Round Led By RET Ventures
Capital Markets News

Revere CRE Closes $5 Million Funding Round Led By RET Ventures

Fintech News Desk
by Fintech News Desk0
(“Revere”), a capital markets network and deal marketplace for commercial real estate (“CRE”) brokers, developers, owners, lenders, and investors, announced the close of a $5 million funding round led by RET Ventures, with participation from other strategic investors including Related Companies, Holland Partner Group, The Feil Organization, Driftwood Capital, Davis......
LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development
InsurTech News

LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development

Fintech News Desk
by Fintech News Desk0
Industry veteran brings 30+ years of success in wealth management to new role LIBRA Insurance Partners, one of the nation’s largest insurance marketing organizations, announces Jonathan Jacobs as new Senior Vice President of Business Development. In this new role, Jacobs will lead a team of relationship directors and interface with the distribution......
Truist Insurance Holdings To Acquire Kensington Vanguard National Land Services
Fintech InsurTech News

Truist Insurance Holdings To Acquire Kensington Vanguard National Land Services

Fintech News Desk
by Fintech News Desk0
Truist Insurance Holdings, Inc., a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage in the U.S., announced that it has signed a definitive agreement to acquire Kensington Vanguard National Land Services, one of the country’s largest independent full-service national title insurance agencies. Latest Fintech Insights: Allumia Closes Series A2......
Fidelity Accused Of "Lackadaisical" Vetting Of Investors Wanting To Trade In Complex, Risky Investments
Investments News Risk Management

Fidelity Accused Of “Lackadaisical” Vetting Of Investors Wanting To Trade In Complex, Risky Investments

Fintech News Desk
by Fintech News Desk0
William Galvin, head of the Massachusetts Securities Division, has filed an administrative complaint against Fidelity Brokerage Services. The firm has been accused of not making a good enough attempt to vet investors’ applications before allowing them to engage in options and margin trading. This led to financial losses for investors.......
New Cortical.io Releases Address the Challenge of Intelligent Document Processing
Artificial Intelligence Fintech News

New Cortical.io Releases Address the Challenge of Intelligent Document Processing

Fintech News Desk
by Fintech News Desk0
Proven Natural Language Understanding approach provides accurate processing of unstructured documents and text Cortical.io announced new releases of solutions that improve document processing speed, accuracy and usability for the most challenging business documents, messages, and attachments. Latest Fintech Insights: Invesco, A Global Investment Management Firm, Will List ETFs On The Tel......
Curzio Equity Owners Security Begins Trading On The tZERO ATS
Fintech News Trading

Curzio Equity Owners Security Begins Trading On The tZERO ATS

Fintech News Desk
by Fintech News Desk0
Curzio Research, an emerging leader in the independent financial newsletter industry, announced that secondary trading of the Curzio Equity Owners digital security has commenced on the tZERO ATS, tZERO’s wholly owned, FINRA member broker-dealer subsidiary. Latest Fintech Insights: Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange......
Piper Sandler Completes Acquisition of Best-in-Class Macro Research Firm Cornerstone Macro
Banking News

Piper Sandler Completes Acquisition of Best-in-Class Macro Research Firm Cornerstone Macro

Fintech News Desk
by Fintech News Desk0
Piper Sandler Companies, a leading investment bank, announced that it has completed the acquisition of Cornerstone Macro. Cornerstone Macro’s senior research analysts connect macro insights from around the world to deliver a comprehensive overview of important global trends. Cornerstone Macro will continue providing its world-class research as Piper Sandler &......
Fintech Innovator Streetbeat Raises $10M Round, Exceeds 35,000 Clients During One-Month Beta and 125,000 Trading Orders in First Week
Fintech News

Fintech Innovator Streetbeat Raises $10M Round, Exceeds 35,000 Clients During One-Month Beta and 125,000 Trading Orders in First Week

Fintech News Desk
by Fintech News Desk0
Silicon Valley startup launches platform to empower individual investors to leverage the strategies, data, and technologies that professionals use Streetbeat, a free investing and trading app for stock and cryptocurrencies with a proprietary marketplace of professional investment strategies, announced that it has closed $10M in seed funding led by TTV......
Kuvare Insurance Services Launches Third-Party Asset Management Business
InsurTech News

Kuvare Insurance Services Launches Third-Party Asset Management Business

Fintech News Desk
by Fintech News Desk0
Kuvare Insurance Services (KIS), a boutique asset manager that oversees approximately $19 billion in assets for various insurance operating companies owned by or affiliated with Kuvare US Holdings (Kuvare), announced the launch of its third-party asset management business. “The launch of the third-party asset management platform and these new appointments......
Provenir Appoints Cheryl Woodburn New Country Manager for Canada
News Risk Management

Provenir Appoints Cheryl Woodburn New Country Manager for Canada

Fintech News Desk
by Fintech News Desk0
Woodburn brings more than 25 years’ experience in growing markets and creating new value for customers Provenir, a global leader in AI-powered risk decisioning software, announced Cheryl Woodburn has been appointed Country Manager for Canada to support the record-breaking growth the company is experiencing in North America. Woodburn will manage......
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