Search Results for: new client

Expensify Surpasses $100 Million in Annual Recurring Revenue
Banking Fintech News

Expensify Launches First Ever Corporate Card Rewards Program That Makes a Difference: Karma Points

Fintech News Desk
The Expensify Card Replaces Traditional Rewards Points With Donations to Fight Homelessness, Hunger, and Climate Change Through New Charity Expensify.Org Expensify, the world’s most widely-used and fastest-growing expense management platform, announced a new corporate card initiative, Karma Points, that makes an automatic charitable donation every time an Expensify cardholder makes......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions
Business Fintech News

GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions

Fintech News Desk
GetLEI is an official and verified Registration Agent by the Global Legal Entity Identifier Foundation (GLEIF). As such, it provides comprehensive services related to LEI issuing, including new registration, renewal of expiring codes and transfer of codes. GetLEI clients can even use its management platform to resell LEIs anywhere in......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Fintech News Trading

smartTrade Announces Strong Growth for 2019 Which Is Set to Continue In 2020

Fintech News Desk
smartTrade, a global leader in multi-asset electronic trading solutions, announces that the company has gone through significant growth in 2019. Multiple initiatives such as geographical and market segment expansion have contributed to these excellent results. New markets penetration and market shares increase: smartTrade continues to develop its footprint in Australia, Japan,......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

Receivables and Treasury SaaS Leader HighRadius Achieves Unicorn Status with $125 Million Series B Investment

Fintech News Desk
ICOINQ Capital Leads Funding Round; Backs Highradius as Market-Leader in the Next Big Fintech Category for the Office of the CFO HighRadius, the leader in Artificial Intelligence-powered Order-to-Cash and Treasury Management software, has raised $125 million in a Series B growth funding round led by ICONIQ Capital, with participation from existing......
Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board
Banking Fintech News

Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board

Fintech News Desk
Say is pleased to announce the addition of Jennifer Grancio to its advisory board. Ms. Grancio will provide guidance to Say as it further expands its Shareholder Communication Platform to provide improved shareholder voting and engagement tools for broker-dealers, issuers, institutional investors, and retail shareholders. Read More: Folio Financial Among......
DataLend: $8.66 Billion in Revenue Generated for Securities Lenders in 2019
Banking News

Kasasa Closes 2019 with Numerous Awards and Recognition

Fintech News Desk
Company Recognized for High Quality Financial Solutions and Company Culture Kasasa, a financial technology and marketing provider, received consistent recognition for the company’s innovative solutions and positive corporate culture, ending 2019 with various awards and accolades. Kasasa’s recognition is a testament to the company’s continued growth and strong demand for its......
More Than Half of UK Adults Will Head Into the New Year Saddled With a Personal Debt of up to £100,000, According to Research by money.co.uk
Banking Fintech News

Yiren Digital Announced Changes in Board Composition and Management Team

Fintech News Desk
Yiren Digital Ltd. , a leading fintech company in China, announced changes to its board of directors (the “Board”) and management team. Mr. Jingsheng Huang, Yiren Digital’s current independent director, will become a senior advisor to CreditEase, the Company’s parent company and controlling shareholder, and jointly manage the new Impact Investment Fund for CreditEase Wealth......
Neptune Hires Technology Sales Executive Jean-Luc Eckstein as Executive Director
Business Fintech News

Neptune Hires Technology Sales Executive Jean-Luc Eckstein as Executive Director

Fintech News Desk
Leading InsurTech Supports Company Growth with New Leadership InsurTech, Neptune Flood Incorporated announced that Jean-Luc Eckstein has been hired as Executive Director. Eckstein joins Neptune Flood from Fortune 500 technology solutions provider, CDW, where he sold software and hardware directly to some of the largest companies in the United States before being promoted to International Client Strategy......
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