Search Results for: client

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
Trive South Africa, the New Investment Company, Begins Client Onboarding
Investment Services News

Trive South Africa, the New Investment Company, Begins Client Onboarding

Fintech News Desk
Trive South Africa has announced it has begun onboarding clients. Based in Bryanston, Johannesburg, Trive South Africa is a new multi-asset investment firm, providing digitally advanced competitive offerings and products, bringing to clients a seamless trading experience. Trive South Africa offers a wide selection of diverse investment products to suit client’s......
PayNearMe Launches PayNearMe Insights, an Industry-Leading Suite of Tools to Democratize Data for Clients
Digital Payments Fintech News

PayNearMe Launches PayNearMe Insights, an Industry-Leading Suite of Tools to Democratize Data for Clients

Fintech News Desk
The analytics suite will make payments and consumer behavior data more accessible, allowing PayNearMe clients to understand the health of their business, predict outcomes and adapt payments strategies PayNearMe, a fast-growing fintech company radically improving the customer payment experience, announced PayNearMe Insights, an industry-leading suite of tools that puts the......
Digital Payments News Trading

UK’s Most Exclusive Wealth Tech, Privat 3 Money, Launches Bespoke Mobile Trading Platform To Hnw Clients

Fintech News Desk
The UK’s newest and most exclusive wealth tech, Privat 3 Money, has launched a bespoke mobile trading platform, becoming only the second digital financial institution in the UK, after Revolut, to offer this facility to eligible clients. Launching this month, the platform gives P3 eligible clients the opportunity not only to......
Kyro Digital and Veritone Partner to Launch New Blockchain Marketplaces for Enterprise Clients
Blockchain News

Kyro Digital and Veritone Partner to Launch New Blockchain Marketplaces for Enterprise Clients

Fintech News Desk
Kyro announces the first full–stack polygon development platform and series of projects launching on polygon blockchain Kyro Digital, a platform for Web3 Builders, announced a new collaboration with Veritone, Inc., creator of aiWARE, a hyper-expansive enterprise AI platform. The partnership will make a fast, easy and secure experience for Veritone......
iDenfy Partners with Payset to Secure Customer Onboarding With Full Stack Identity Verification
Banking News

iDenfy Partners with CoinBeam to Enhance New Client Onboarding

Fintech News Desk
The biometric ID verification will simplify internal processes and save time for CoinBeam The global identity verification and compliance tools provider, iDenfy, struck a new deal with CoinBeam, the digital banking platform, helping banks, credit unions, and financials to generate revenue in cryptocurrency. With the goal of enhancing security, iDenfy......
MSCI Launches New Client-Driven Index Solutions for Asset Owners
Investment Services News

MSCI Launches New Client-Driven Index Solutions for Asset Owners

Fintech News Desk
Institutional Client-Designed Indexes can adapt to changes in investment strategy at pension funds, sovereign wealth funds, and endowments MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, has announced the launch of Institutional Client-Designed Indexes (iCDI), furthering the abilities of institutional asset......
Netcapital Establishes Referral Program with JD Merit Securities
B2B Investments News

Netcapital Founding Client Vantem Global Now Backed by Bill Gates’ Energy Fund

Fintech News Desk
Netcapital Inc. (Nasdaq: NCPL, NCPLW) (the “Company”), a digital private capital markets ecosystem,  announced that Vantem Global, a startup that was among the first clients of Netcapital Advisors and completed a round of financing through Netcapital Funding Portal, is now backed by Bill Gates’ energy fund Breakthrough Energy Ventures. “It is always......
News Technology

BPM Launches Data Analytics Service Aimed At Delivering Clients Actionable Insights

Fintech News Desk
BPM LLP, one of the 40 largest public accounting and advisory firms in the country, announces the formal launch of its Data Analytics service, headed by Partner Sven P. Jost. The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and......
Nymbus Forms Hurdlr Partnership, Enabling Business Banking Clients to Equip Customers with Suite of Expense, Invoicing, and Accounting Capabilities
Banking News

Nymbus Forms Hurdlr Partnership, Enabling Business Banking Clients to Equip Customers with Suite of Expense, Invoicing, and Accounting Capabilities

Fintech News Desk
NYMBUS, a leading provider of banking technology solutions, announces a partnership with Hurdlr, a modern business expense, invoicing, and accounting API tool built for growing businesses. The integration will enable Nymbus business banking clients to equip small- to medium-sized businesses with the capabilities needed to operate their businesses seamlessly. Latest......
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