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AllocateRite Announces Hiring of New Director of Sales
Artificial Intelligence Fintech Investment Services News Risk Management Trading

AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
by Fintech News Desk0
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
Insurity Strengthens Billing and Payments Offerings with Bill It Now Acquisition
Capital Markets Fintech News

Insurity Acquires Epic-Premier to Advance Leadership in the MGA Market

Fintech News Desk
by Fintech News Desk0
Insurity, Inc., a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, announced that it has completed the acquisition of Florida-based Epic-Premier Insurance Solutions, Inc. The acquisition further strengthens Insurity’s position in the growing managing general agent (MGA) market. Read More:......
Quontic Hires Craig Schimelman to Lead Wholesale Mortgage Division
Fintech Mobile Banking News

Quontic Promotes Karen Wood To Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Quontic, the adaptive digital bank, is pleased to announce the promotion of Karen Wood, CMA, CSCA to Chief Financial Officer. As a seasoned banking leader with over 20 years of financial experience, Karen formerly served as Quontic’s Controller for six years and will take over the reins from Don Frain as he begins......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News

Palo Alto Networks Appoints Luis Felipe Visoso as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Palo Alto Networks, the global cybersecurity leader, announced the appointment of Luis Felipe Visoso to the position of chief financial officer (CFO). Visoso will assume the role on July 1, 2020. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor A veteran finance officer, Visoso most......
Groundbreaking Business Management App 'Synder' Passes Major Service Milestone for 2020 - 1.5 Million Transactions Processed for Thousands of SMBs
Business Fintech News

Groundbreaking Business Management App ‘Synder’ Passes Major Service Milestone for 2020 – 1.5 Million Transactions Processed for Thousands of SMBs

Fintech News Desk
by Fintech News Desk0
One-click convenience that is already saving companies thousands of dollars each year. Synder recently disclosed its service boom for 2020, recording over 1.5 million transactions, representing hundreds of SMBs in its rapidly expanding customer base. Synder was developed to help business owners import Stripe, PayPal, and Square data into QuickBooks and......
Jackson Announces Strategic Transaction With Athene
Fintech InsurTech Investment Services News

Jackson Announces Strategic Transaction With Athene

Fintech News Desk
by Fintech News Desk0
Jackson National Life Insurance Company announced it has entered into an agreement with Athene Holding Ltd. (Athene), a leading provider of retirement savings products, to fully reinsure $27.6 billion¹ of Jackson’s in-force book of fixed and fixed index annuity liabilities in exchange for approximately $1.25 billion in ceding commission. Read......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown
Fintech News

benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown

Fintech News Desk
by Fintech News Desk0
Strategy, Methodology, and Training Are Keys to Smooth Transition During a Pandemic benel Solutions (benel) is pleased to announce the recent launch of new Association Management Software (AMS) for the Minnesota Society of Certified Public Accountants (MNCPA) on March 18, 2020. MNCPA was successfully transitioned by benel to a cloud-based system in the middle of......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
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