Search Results for: financial broker platform

Grove Point Financial Brings on Forward Financial
Investment Services News

Grove Point Financial Brings on Forward Financial

Fintech News Desk
by Fintech News Desk0
Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets. “As an experienced financial professional, Aaron is committed to......
GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Finance Fintech News

GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with Nest Egg Investments, a privately-held company providing a simplified retirement investing app. The all-stock transaction is valued at $30 million. Nest Egg brings to GoLogiq a streamlined mobile solution for......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
VIU by HUB Expands Its Digital Brokerage Platform with Renters and Condo Insurance
InsurTech News

VIU by HUB Expands Its Digital Brokerage Platform with Renters and Condo Insurance

Fintech News Desk
by Fintech News Desk0
Customers can shop, compare and purchase personal insurance policies on the digital platform while receiving professional advice VIU by HUB (VIU), a digital insurance brokerage platform, announced the launch of renters and condo insurance. The expansion not only provides new areas of coverage to consumers but enables VIU to partner......
B2B Investments Markets News

Aurox Launches Crowdfunding Campaign On tZERO Markets Platform

Fintech News Desk
by Fintech News Desk0
tZERO, a financial technology company providing transformative market-based solutions for companies, entrepreneurs, and retail & institutional investors, announced today the launch of Aurox’s crowdfunding campaign on the tZERO Markets platform. Aurox, a cryptocurrency DeFi-focused software development company, is seeking to raise capital from the public to continue product development and......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Boyne Capital Makes New Platform Investment in Flatworld Solutions
Investment Services News

Boyne Capital Makes New Platform Investment in Flatworld Solutions

Fintech News Desk
by Fintech News Desk0
Boyne Capital is pleased to announce that one of its affiliates has partnered with management to acquire Flatworld Solutions, Inc., a business process outsourcing and automation (BPO/BPA) company providing services to the following industries: Banking, Financial Services, and Insurance (BFSI), Customer Experience, Healthcare, Software Development, IT Enabled Services, Engineering, and......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
Amazon Web Services Partners with Waton Securities International, Enabling Digital Transformation of Global Brokerage Firms
Fintech News

Amazon Web Services Partners with Waton Securities International, Enabling Digital Transformation of Global Brokerage Firms

Fintech News Desk
by Fintech News Desk0
In January 2023, Amazon Web Services announced the strategic partnership with Waton Securities International to launch a safe, simple, compliant and robust one-stop FinTech solution, Broker Cloud, for global brokerage firms and financial institutions. Latest Fintech News: Open Banking Market to Hit 131.3 Billion By 2028 Thanks To Rising Preference For......
Super Dispatch Launches SuperPay, the All-New, First-in-Market Integrated Payments Feature within an Auto Transport Platform
Digital Payments News

Super Dispatch Launches SuperPay, the All-New, First-in-Market Integrated Payments Feature within an Auto Transport Platform

Fintech News Desk
by Fintech News Desk0
SuperPay Allows Automotive Carriers to Manage and Receive Payments Directly from Automotive Shippers in as little as One Business Day Super Dispatch, the industry-leading car shipping platform, announced the launch of SuperPay. SuperPay is an integrated and automated payment feature within the Super Dispatch platform that utilizes a combination of......
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