Search Results for: client acquisition

Banking News

iCapital Announces Strategic Investment from Bank of America

Fintech News Desk
Investment builds upon partnership supporting Merrill and Private Bank advisors Strengthens iCapital’s position as the industry-wide solution of choice for banks and wealth managers iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that Bank of America......
Synovus Announces Two Additions to Board of Directors
Finance News

Synovus Announces Two Additions to Board of Directors

Fintech News Desk
Synovus Financial Corp. has appointed John H. Irby and Alexandra Villoch to its board of directors, effective July 1, 2022. Irby is a commercial real estate investor and attorney with Atlanta-based Wilson Brock & Irby, LLC, specializing in commercial real estate transactions, corporate transactions, commercial litigation, and general business matters.......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
Exadel Acquires Leading FinTech Provider CPQi
Fintech News

Exadel Acquires Leading FinTech Provider CPQi

Fintech News Desk
Adding advanced FinTech capabilities and end-to-end transformation services for financial markets while accelerating Exadel’s geographical expansion into LATAM and Canada Exadel a global software consultancy and engineering company, today announced the recent acquisition of CPQi a leading provider of transformation services for financial organizations worldwide. Latest Fintech News: Star Cluster Launches......
Global-e to Acquire Borderfree Cross-Border ecommerce Service from Pitney Bowes
B2B E-commerce News

Global-e to Acquire Borderfree Cross-Border ecommerce Service from Pitney Bowes

Fintech News Desk
The acquisition is expected to strengthen Global-e’s platform offering for enterprise brands. Global-e and Pitney Bowes will also form a cross-border partnership to offer additional services to ecommerce brands. Global-e  the world’s leading cross-border end-to-end platform for brands and retailers, announced that it has entered into a definitive agreement with......
Rothschild & Co adds two Managing Directors to Technology team in North America
Banking Investment Services News

Rothschild & Co adds two Managing Directors to Technology team in North America

Fintech News Desk
Expands well-established Technology sector to the East Coast with hiring of Michael Buchbinder in New York and Patrick Mastan in Boston Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion......
Financial Research & Analytics firm Decimal Point Analytics raises $ 4.7Million
Finance InsurTech News

Financial Research & Analytics firm Decimal Point Analytics raises $ 4.7Million

Fintech News Desk
Decimal Point Analytics (DPA), a leading financial research and analytics firm, secured an investment of $ 4.7mn from a global insurance company in the GCC region. This is in line with the growth strategy and expanding DPA’s geographical presence across the globe. Latest Fintech News: Potloc Closes CAD$35Million Series B Round to Drive......
Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership
InsurTech News

Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership

Fintech News Desk
The Simplicity Group (“Simplicity”) announced the acquisition of Element Insurance Partners (“Element”), an independent insurance brokerage agency based in Omaha, Nebraska. With this deal, Simplicity’s 38th acquisition, Simplicity welcomes Troy Woods as a partner. Mr. Woods will continue to manage the day-to-day business operations of Element, while transitioning to the Simplicity brand. Latest......
Align Capital Partners Makes Growth Investment in GovTech Platform Schneider Geospatial
Investment Services News

Align Capital Partners Makes Growth Investment in GovTech Platform Schneider Geospatial

Fintech News Desk
Align Capital Partners (“ACP”) announced today the recapitalization of Schneider Geospatial, LLC a SaaS provider of public access land management software and recurring support services to state and local governments. As one of the largest providers of GovTech geospatial solutions in the U.S. with a presence in over 25 states, the Company’s software......
G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
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