Search Results for: Strategic Advisory

Kevin Lockhart Joins Perella Weinberg Partners as Partner
Business Capital Markets Fintech News

Kevin Lockhart Joins Perella Weinberg Partners as Partner

Fintech News Desk
New Appointment Further Strengthens Firm’s Capital Markets Advisory Practice Perella Weinberg Partners (“PWP”) announced that Kevin Lockhart has joined the Firm as a Partner in its Advisory business. Based in New York, Mr. Lockhart will provide strategic capital markets advice to clients across industries. Read More: Abrigo Adds Transparent Artificial......
OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement
Business Economy Fintech Investment Services News

OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement

Fintech News Desk
OCO Global, a leading specialist trade and investment advisory firm has announced the opening of its new office in Shanghai, China, and a new partnership with the market entry specialist Aventura. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “We are very excited to......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
Monsoon Blockchain to Revolutionize Next Generation of Fin Tech in US and Asia
Blockchain Fintech InsurTech News Risk Management

Monsoon Blockchain to Revolutionize Next Generation of Fin Tech in US and Asia

Fintech News Desk
Monsoon Blockchain Corporation, Asia’s premier blockchain company, has worked with the world’s largest insurance broker and risk adviser, Marsh. This signifies a major move for the blockchain and insurance and risk management sectors globally. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor “We......
Tequity's Client VennScience Has Been Acquired by PureFacts
Fintech News

Tequity’s Client VennScience Has Been Acquired by PureFacts

Fintech News Desk
Tequity, an M&A advisory firm with an exclusive focus on global enterprise software and IT companies, acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This strategic acquisition enriches and extends PureFacts’......
RealPage AI Revenue Management Boosts Yields in Uncertain Times
Artificial Intelligence Fintech News

RealPage AI Revenue Management Boosts Yields in Uncertain Times

Fintech News Desk
RealPage, a leading global provider of software and data analytics to the real estate industry, reports that its AI Revenue Management systems delivered significantly increased revenue yield for clients despite extreme market volatility during the COVID-19 crisis. AI Revenue Management optimizes demand, credit, lease terms and leasing agent behavior by......
Unqork and Arachnys Announce Partnership to Modernize Customer Onboarding Processes
Fintech Investment Services News

Unqork and KPMG Collaborate to Launch a Mortgage Forbearance Application for the Community Preservation Corporation

Fintech News Desk
Unqork, the leader in enterprise no-code application development technology, and KPMG LLP, the audit, tax and advisory firm, are engaging with The Community Preservation Corporation (CPC), a leading nonprofit multifamily housing finance company, and its subsidiary CPC Mortgage Company LLC, to launch a Mortgage Forbearance and Loss Mitigation solution to......
Singapore's Volopay raises $2.1m
Business Fintech Investment Services News

Venbrook Appoints Joseph Orlando as Chief Financial Officer

Fintech News Desk
Experience Financial Executive Joseph Orlando Joins Venbrook Group as CFO Venbrook Group, LLC welcomes Joseph Orlando as new Chief Financial Officer. As Chief Financial Officer Joe will assume operational leadership for all of the Company’s financial functions including accounting, corporate finance, audit, and treasury. His major responsibilities will include capital fundraising, banking......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Discover Recognized As The First Digital Bank To Meet Bank On’s Certification Standards
Banking Fintech News

Discover Home Loans Named a Celent Model Bank 2020 Award Winner

Recognized for Innovating Like a Fintech Discover Home Loans has been named as the Celent Model Bank 2020 award winner in the Mortgage Lending category and is being recognized for innovating like a fintech. Celent is a global research and advisory firm for the financial services industry. Their awards honor financial institutions......
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