Search Results for: client acquisition

Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
Cary Street Partners To Acquire RIA Business from Atlantic Union Bank
Banking News

Cary Street Partners To Acquire RIA Business from Atlantic Union Bank

Fintech News Desk
by Fintech News Desk0
Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is a Virginia-based wealth management......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
Natixis Corporate & Investment Banking has provided $50.69 million in floating-rate financing to affiliates of SRJ Real Estate Investments
Finance News

Natixis Corporate & Investment Banking has provided $50.69 million in floating-rate financing to affiliates of SRJ Real Estate Investments

Fintech News Desk
by Fintech News Desk0
Natixis Corporate & Investment Banking has provided $50.69 million in floating-rate financing to affiliates of SRJ Real Estate Investments for the acquisition of The Grayson at Baybrook, a 322-unit, Class A, garden style, multifamily property located at 1900 Glenwest Drive, Friendswood, Texas.  The loan will be used for the acquisition of the property......
Maanch Launches The Engagement Tracker Tool for Facilitating ESG Stewardship
Banking News

Maanch Launches The Engagement Tracker Tool for Facilitating ESG Stewardship

Fintech News Desk
by Fintech News Desk0
Maanch Ltd announced the launch of The Engagement Tracker, a tool that enables asset managers and investors to automate data capture, analysis, and reporting of all their engagements with their portfolio companies on ESG related matters. Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to Strengthen......
Atos and IBM Support European Financial Enterprises and Institutions to Build Trust in the Cloud and Comply With EU Regulations
Finance News

Atos and IBM Support European Financial Enterprises and Institutions to Build Trust in the Cloud and Comply With EU Regulations

Fintech News Desk
by Fintech News Desk0
Atos and IBM announce an expansion of their partnership around IBM Cloud for Financial Services to help financial services companies reach optimum data and systems security with “EU trusted third party cybersecurity monitoring” supplied by Atos. This will enable organizations, including operators of vital importance (OIV) and operators of essential services (OES)......
Ripple and Lunu Partner to Enable Luxury Retailers to Accept Cryptocurrency Payments
Cryptocurrency News

Ripple and Lunu Partner to Enable Luxury Retailers to Accept Cryptocurrency Payments

Fintech News Desk
by Fintech News Desk0
Ripple, the leader in enterprise blockchain and crypto solutions, has announced a partnership with Lunu to support the Berlin-based company’s luxury retailers in accepting cryptocurrency as a form of payment in store and online using Ripple’s Liquidity Hub. Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to......
PayTabs introduces SwitchOn, the next generation payment solutions suite
Digital Payments News

PayTabs introduces SwitchOn, the next generation Payment Solutions Suite

Fintech News Desk
by Fintech News Desk0
PayTabs SwitchOn platform offers unrivaled capabilities, value, and flexibility to established financial institutions, fintech’s and merchants in the MENA region Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to Strengthen Consumer Loan Portfolio -winning payment processing powerhouse, made a jump start last year in its......
Greystone Provides $10 Million in HUD-Insured Financing for Wisconsin Multifamily Property
Finance News

Greystone Provides $10 Million in HUD-Insured Financing for Wisconsin Multifamily Property

Fintech News Desk
by Fintech News Desk0
Greystone, a leading national commercial real estate finance company, has provided a $9,920,200 HUD 223(f) loan to refinance a 112-unit multifamily property in Elkhorn, Wisconsin. The financing was originated by Clint Darby and Phiet Nguyen, both Managing Directors at Greystone, on behalf of Meadow Blossom LLC. Latest Fintech News: Agrotools Finalizes......
Bank of America Credit and Debit Card Data Shows Continued Growth in Consumer Spending, up 9% year-over-year in May
Digital Payments News

Bank of America Credit and Debit Card Data Shows Continued Growth in Consumer Spending, up 9% year-over-year in May

Fintech News Desk
by Fintech News Desk0
Despite challenges from higher inflation, households continued to spend at a healthy pace, with spending on services like travel and entertainment continuing to grow The Bank of America Institute released its findings from the latest Consumer Checkpoint, which aims to provide a holistic and real-time estimate of U.S. consumers’ spending......
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