Search Results for: client acquisition

Complete Spectrum Becomes CS Brand Group
Fintech News

Complete Spectrum Becomes CS Brand Group

Fintech News Desk
by Fintech News Desk0
Brand Evolution Announced as Specialized Firm Continues Growth CS Brand Group, the leading boutique firm focused on B2B branding for private equity funds and their portfolio companies, announced a brand refresh that includes a new name, overhauled website, and updated visual identity. The evolution better aligns with the organization’s specialized......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Parsonex Enterprises Announces Plans to Merge Four Broker Dealers
Fintech News

Parsonex Enterprises Announces Plans to Merge Four Broker Dealers

Fintech News Desk
by Fintech News Desk0
Liberty Partners Financial Services and Modern Capital Securities Join Forces with Parsonex to Enhance Services for Financial Representatives and Clients. Parsonex Enterprises announced plans to merge its two broker dealers with Modern Capital Securities and Liberty Partners Financial Services, pending approval by regulators.  The combined firm will have approximately $1.5 billion of......
E78 Partners Receives Investment from Further Global
Investment Services News

E78 Partners Receives Investment from Further Global

Fintech News Desk
by Fintech News Desk0
Capital supports E78’s growth plans and enhances ability to serve clients E78 Partners, a fast-growing provider of finance, accounting and technology solutions to the private capital industry, announced that funds advised by Further Global Capital Management, a private equity firm focused on financial services businesses, have made an investment in......
SEBA Bank Launches Cross Asset Platform for Actively Managed Certificates (AMCs) on Crypto and Blend Portfolios Through GenTwo Digital’s Securitization Infrastructure
Cryptocurrency News

SEBA Bank Launches Cross Asset Platform for Actively Managed Certificates (AMCs) on Crypto and Blend Portfolios Through GenTwo Digital’s Securitization Infrastructure

Fintech News Desk
by Fintech News Desk0
GenTwo Digital and SEBA Bank have strengthened their strategic cooperation as preferred partners. This collaboration of two leaders – recently recognized by LinkedIn as Top Startups 2021 in Switzerland – in the digital asset space provides the market with premium solutions in this emerging asset class Backed by SEBA Bank’s......
VentureCount Announces Strategic Investment by Everlane Equity Partners
Investment Services Investments News

VentureCount Announces Strategic Investment by Everlane Equity Partners

Fintech News Desk
by Fintech News Desk0
VentureCount, LLC , a provider of comprehensive outsourced finance and accounting services, announced a strategic investment by Everlane Equity Partners (“Everlane”), a Boston-based private equity firm focused on partnerships with growing service companies. Latest Fintech Insights: Blockchain.com Becomes the Largest Crypto Company in Latin America with the Acquisition of Argentinian Crypto......
TD Securities Continues to Successfully Implement Suade Labs' Solutions for Regulatory Reporting
Fintech News

TD Securities Continues to Successfully Implement Suade Labs’ Solutions for Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Award-winning RegTech firm Suade Labs, specialising in automating regulatory compliance for financial institutions through modern technology, has added TD Securities to its client portfolio TD Securities partnered with Suade to implement regulatory reporting solutions for its Dublin entity. In addition, they have completed the MAS 610 and 1003 reporting requirements for their Singapore entity. They continue......
Atom Finance Expands Enterprise Partnership with Inter, the Brazilian Multi-Service Digital Platform, to Include US Equities
Fintech News

Atom Finance Expands Enterprise Partnership with Inter, the Brazilian Multi-Service Digital Platform, to Include US Equities

Fintech News Desk
by Fintech News Desk0
The modern investment research platform has expanded upon its previous partnership, which was initially limited to the Brazil equities markets, after seeing initial success. Atom Finance, the consumer software platform providing institutional-quality investment resources, announced the addition of US equities to their product integration partnership with Inter. The expansion comes as......
Q2 Appoints New Chief Banking Officer
Banking Fintech News

Q2 Appoints New Chief Banking Officer

Fintech News Desk
by Fintech News Desk0
Former Texas Capital Bank and Accenture executive Kirk Coleman joins Q2 to boost the company’s growth strategy and market leadership in digital banking and lending Q2 Holdings, Inc, a leading provider of digital transformation solutions for banking and lending, announced the appointment of Kirk Coleman as its chief banking officer.......
Bankjoy Launches Powerful Business Banking Platform
Banking Business News

Bankjoy Launches Powerful Business Banking Platform

Fintech News Desk
by Fintech News Desk0
Digital banking provider Bankjoy, announced the official launch of its business banking platform, empowering its clients with superior tools to help attract and drive loyalty among small businesses within their communities. Latest Fintech Insights: Blockchain.com Becomes the Largest Crypto Company in Latin America with the Acquisition of Argentinian Crypto Powerhouse SeSocio “Our......
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