Search Results for: financial broker platform

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Banking Cryptocurrency Digital Payments Fintech InsurTech News

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

Fintech News Desk
by Fintech News Desk0
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......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
APOLLO Insurance Partners With Perch to Offer Their Customers Access to Immediate Digital Insurance
InsurTech Mortgage News

APOLLO Insurance Partners With Perch to Offer Their Customers Access to Immediate Digital Insurance

Fintech News Desk
by Fintech News Desk0
APOLLO Insurance Solutions Ltd. (“APOLLO Insurance”) Canada’s leading online insurance provider, has partnered with Perch to offer immediate digital insurance products, specifically tailored to the thousands of Canadians that use their website each year when applying for affordable mortgages. “With Perch and APOLLO partnering, we believe we can provide an......
Jimmy Baker Named President of B. Riley Securities
Banking Investments News

Jimmy Baker Named President of B. Riley Securities

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. announced the promotion of Jimmy Baker to President of B. Riley Securities, Inc. Mr. Baker will continue to serve as the firm’s Head of Capital Markets. As President of B. Riley Securities, Mr. Baker will now oversee the firm’s Investment Banking activities while continuing to strategically lead the......
Digital Asset Manager Hyperithm Raises $11 Million in Series B Round
Digital Asset Management Fintech News Risk Management

Digital Asset Manager Hyperithm Raises $11 Million in Series B Round

Fintech News Desk
by Fintech News Desk0
Hyperithm, a private digital asset manager based in Tokyo and Seoul, announced that it has raised $11 million in a Series B funding round. The round was co-led by Hashed and Wemade Tree, with participation from Coinbase Ventures, Cocone, GS Futures, and Guardian Fund. Founded in January 2018, Hyperithm offers digital asset management and execution brokerage......
CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
Crypto Firm BCB Group Implements Robust AML Compliance Technology With Napier
Cryptocurrency Digital Asset Management Digital Payments News

Crypto Firm BCB Group Implements Robust AML Compliance Technology With Napier

Fintech News Desk
by Fintech News Desk0
RegTech company and provider of advanced anti-financial crime compliance solutions, Napier, has announced that its sophisticated AI-enhanced technology has been chosen by BCB Group, a crypto-dedicated provider of payments, business accounts and trading services for the digital asset economy. “An integral part of our onward anti-money laundering compliance strategy, Napier’s AI-enhanced......
Mesirow Appoints Three New Internal Directors to Firm's Board of Directors
Business Fintech News

Mesirow Appoints Three New Internal Directors to Firm’s Board of Directors

Fintech News Desk
by Fintech News Desk0
– Ben Blakney, Garry W. Cohen, and Thomas F. Hynes appointed to the Board – New Directors bring wide-ranging skills from across Mesirow’s diverse, differentiated capabilities – Appointments follow Larry D. Richman joining the Board in July 2021 as the first external Director  Mesirow, an independent, employee-owned financial services firm,......
Marble Announces Its Proprietary Digital API Integration (Marble Connect) With Citadel Mortgages
B2B Fintech Mortgage News

Marble Announces Its Proprietary Digital API Integration With Citadel Mortgages

Fintech News Desk
by Fintech News Desk0
Marble Financial Inc., an AI-driven financial technology company that educates and helps consumers better understand and manage their current cash flow and credit towards a better financial future, is pleased to announce an Application Programing Interface (“API”) licensing agreement with Citadel Mortgages to provide their customers direct access through Marble......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
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