Search Results for: professional services

Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures
Fintech Funding News

Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures

Fintech News Desk
by Fintech News Desk0
New investment will accelerate deployment of proprietary technology and geographic expansion to serve homeowners with lifecycle services PunchListUSA, the first real estate platform to digitize home inspection data for instant estimates and online ordering of home repair services, today announced it has secured $39 million in investments led by Sweetwater Private Equity and Morpheus Ventures.......
Altafid Launches First Fiduciary Financial Services Marketplace
Finance News

Altafid Launches First Fiduciary Financial Services Marketplace

Fintech News Desk
by Fintech News Desk0
State-of-the-art digital platform provides direct access to a wide range of financial services from best-in-class global institutions, building a marketplace where different industry players, from custodians to financial planners, interact Firm’s proprietary technology enables greater access, lower fees, and broader availability of products and services for the world’s growing investor......
Investment Banking Professional Todd McMahon Joins Griffin Financial Group
Banking Investment Services News

Investment Banking Professional Todd McMahon Joins Griffin Financial Group

Fintech News Desk
by Fintech News Desk0
Griffin Financial Group, a lower middle-market investment bank, announced that Todd McMahon has joined the firm. He, along with Sophea Chau who joined last week, will establish a Boston office. Latest Fintech News: Nickel Digital Arbitrage Fund Cuts Crypto Volatility by More Than 20X “We are pleased to welcome Todd to the Griffin team,” said Matt......
Investment Banking Professional Sophea Chau Joins Griffin Financial Group
Banking Investment Services News

Investment Banking Professional Sophea Chau Joins Griffin Financial Group

Fintech News Desk
by Fintech News Desk0
Griffin and its Affiliated Companies Establish Foothold in Boston Griffin Financial Group, a lower middle-market investment bank, announced that Sophea Chau joined the firm as Senior Managing Director, and that the firm will establish a Boston office. Latest Fintech News: Aduro Advisors Announces Acquisition of VMS Fund Administration, Solidifying Its Position as a Leading......
Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community
Fintech News

Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community

Fintech News Desk
by Fintech News Desk0
Acquisition further extends Softek’s services available to Broker-Dealers and RIAs Softek, a leading provider of Capital and Credit management solutions, announced it acquired Gentech (H2 FinTech) formerly part of GWM Holdings Inc. Gentech (H2 FinTech) is an innovative technology and software services firm addressing the day-to-day challenges of RIAs and Independent Broker/Dealers and the......
Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners
Finance News

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”) announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement with LifePro marks......
CBIS Names International Financial Services Executive as Director
Investment Services News

CBIS Names International Financial Services Executive as Director

Fintech News Desk
by Fintech News Desk0
Roberto Herencia Brings New Perspective to Catholic Investment Manager’s Board Christian Brothers Investment Services, Inc. (“CBIS”), a leading Catholic, socially responsible investment management firm and registered investment advisor to Catholic investors around the world, announced the appointment of Roberto Herencia to its board of directors. Latest Fintech News: NICE Actimize Recognized as a......
Vuram Names Rhys V Jones As Global Head Of Banking Services
Banking News

Vuram Names Rhys V Jones As Global Head Of Banking Services

Fintech News Desk
by Fintech News Desk0
The global hyperautomation services company announced the appointment of former HSBC Global Head of Low-code in Enterprise Technology as its Global Head of Banking Services Rhys V Jones joins Vuram, a global hyperautomation services company specializing in low-code enterprise automation, as the Global Head of Banking Services on 1 July......
Roostify Appoints Financial Services Veteran Nadia Aziz as New Chief Operating Officer
Lending News

Roostify Appoints Financial Services Veteran Nadia Aziz as New Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Aziz to further Roostify’s mission in simplifying the home lending experience for both lenders and borrowers by strengthening the delivery of digital and configurable tools and services Roostify, a leading mortgage, and home equity lending technology provider, is pleased to announce that financial services and fintech industry veteran Nadia Aziz has joined......
Fintech Marketing Professionals?
Digital Featured Mobile Banking

How Can Software Applications Improve Productivity for the Fintech Marketing Professionals?

Fintech Staff Writer
by Fintech Staff Writer0
The Intervention of Technology in the Financial Marketing and Consumer Services Fintech marketing is a popular buzzword. It is not only raking huge investments but also employing a large number of IT and data science professionals. In the recent years, consumption trends in various markets have undergone significant changes. Mobile......
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