Search Results for: risk and asset management

Camino Financial and Fundation Merge to Form Full Spectrum Small Business Lender
Investment Services Lending News

Camino Financial and Fundation Merge to Form Full Spectrum Small Business Lender

PR Newswire
by PR Newswire0
The joint entity will be one of the few multi-channel financing platforms offering credit solutions tailored to all stages of small business growth Camino Financial and Fundation will combine to create a new, full spectrum SMB lender providing credit solutions to fund the growth of small businesses. Camino Financial, a......
Neara Closes $24 Million Series B to Mitigate Utilities’ Climate Risks and Accelerate Renewable Energy
Artificial Intelligence Investment Services News

Neara Closes $24 Million Series B to Mitigate Utilities’ Climate Risks and Accelerate Renewable Energy

Business Wire
by Business Wire0
Prosus Ventures invests in $10M Series B extension, augmenting the company’s AI capabilities in natural disaster mitigation and clean energy integration Neara, the first infrastructure modeling platform that uses artificial intelligence (AI) to create 3D, network-wide models for engineering-grade simulations and analytics, announced a $10M capital raise extension and a......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Sterling Trading Tech’s Global Risk & Margin System Evolves to Meet Volatility and Regulation, Industry Veteran Brian Saldeen Leads Effort
News Trading

Sterling Trading Tech’s Global Risk & Margin System Evolves to Meet Volatility and Regulation, Industry Veteran Brian Saldeen Leads Effort

Business Wire
by Business Wire0
Sterling Trading Tech (STT), a leading provider of trading technology including a proprietary order management system, a risk and margin system, and trading platforms for the capital markets worldwide, announced the appointment of industry veteran Brian Saldeen as Senior Risk & Margin Product Manager. Saldeen joins Sterling to lead the......
Citi Develops New Digital Asset Capabilities for Institutional Clients
Blockchain Finance News

Citi Develops New Digital Asset Capabilities for Institutional Clients

Business Wire
by Business Wire0
Citi Treasury and Trade Solutions (TTS) announces the creation and piloting of Citi Token Services for cash management and trade finance. The service uses blockchain and smart contract technologies to deliver digital asset solutions for institutional clients. Citi Token Services will integrate tokenized deposits and smart contracts into Citi’s global......
Flex Raises $120 Million in Equity and Debt, Launching Finance Super App for Business Owners
debt collection News

Flex Raises $120 Million in Equity and Debt, Launching Finance Super App for Business Owners

PR Newswire
by PR Newswire0
Funding round led by Florida Funders, with participation from Home Depot Ventures, Community Investment Management (CIM), Companyon Ventures and MS&AD Ventures Flex, formerly known as Flexbase, announced the closing of a $120M Series A debt and equity funding round, which includes debt financing from CIM with an agreement to fund up to $100M, and $20M in......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services
Compliance management News

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

PR Newswire
by PR Newswire0
New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial......
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