Search Results for: investment strategies

Ping An Signs Strategic Cooperation Agreement with Shenzhen Stock Exchange
Digital Fintech News

Ping An Signs Strategic Cooperation Agreement with Shenzhen Stock Exchange

Fintech News Desk
by Fintech News Desk0
OneConnect to Foster Development of New Digital Ecosystem in Capital Market Ping An Insurance (Group) Company of China, Ltd. has signed a strategic cooperation agreement with Shenzhen Stock Exchange. Representatives of both parties including Peter Ma, Chairman of Ping An Group, Jessica Tan, Co-CEO of Ping An Group, Wang Jianjun, Chairman of SZSE, and  Li......
Sai Uppuluri Joins Jetty as Chief Risk Officer
Fintech News Risk Management

Sai Uppuluri Joins Jetty as Chief Risk Officer

Fintech News Desk
by Fintech News Desk0
Uppuluri brings more than 15 years of experience in risk management Jetty, the financial services company on a mission to make renting a home more affordable and effortless, announced the hiring of Sai Uppuluri as Chief Risk Officer. In this role, Uppuluri will lead the company’s risk teams and oversee underwriting, risk management, and......
Meet the Newest Fintech Unicorn Bezos Expeditions & Whale Rock join Pilot’s Push to Modernize the Back Office
Fintech Investment Services Investments News

Meet the Newest Fintech Unicorn Bezos Expeditions & Whale Rock join Pilot’s Push to Modernize the Back Office

Fintech News Desk
by Fintech News Desk0
Additional investment doubles Pilot’s valuation to $1.2Bn and increases Series C to $100M raised as Pilot rapidly scales “big-company superpowers” for SMBs Pilot, the largest provider of back office services for startups and small businesses in the U.S., announced today that it has closed on additional funding led by Bezos......
Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally
Investment Services Investments News

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally

Fintech News Desk
by Fintech News Desk0
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base Brown Advisory, an independent and privately held global investment management firm,announces the appointment of three portfolio managers to establish and lead a new team responsible for global......
Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World
Business Cloud News Technology

Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World

Fintech News Desk
by Fintech News Desk0
51% of salespeople expect to travel less for work after the pandemic than they did before, according to new Salesforce survey Salesforce Meetings and Einstein Conversation Insights are generally available to make digital selling more personal and productive Snowflake, Honeywell, Jet It and Cytiva are using Sales Cloud 360 to......
WebBank Announces Shannon Hutchings Named SVP-Engagement, Brand and Strategy Deployment
Banking Fintech News

WebBank Announces Shannon Hutchings Named SVP-Engagement, Brand and Strategy Deployment

Fintech News Desk
by Fintech News Desk0
WebBank announced the appointment of Shannon Hutchings as the Senior Vice President of Engagement, Brand and Strategy Deployment of WebBank. “Each of these initiatives has a significant impact on the continued success of WebBank and will further strengthen our leadership position in banking innovation and the FinTech industry” Shannon, an......
Groundbreaking "Un-Webinar" Series Brings Sports Talk Vibe to Debate B2B Ecommerce's Hottest Topics
B2B Business News

Groundbreaking “Un-Webinar” Series Brings Sports Talk Vibe to Debate B2B Ecommerce’s Hottest Topics

Fintech News Desk
by Fintech News Desk0
Industry thought leaders Andy Hoar & Brian Beck announce the launch of Master B2B, a new online debate format designed to deliver critical Ecommerce best practices to manufacturers and distributors The world’s leading experts in B2B Ecommerce, Andy Hoar and Brian Beck, have joined forces to announce the Master B2B Thought Leadership Series. The......
Newtek Business Lending, LLC Closes $100 Million Credit Facility with Deutsche Bank AG
Business Finance News

Newtek Business Lending, LLC Closes $100 Million Credit Facility with Deutsche Bank AG

Fintech News Desk
by Fintech News Desk0
 Newtek Business Services Corp., an internally managed business development company (“BDC”), announced that Newtek Business Lending, LLC (“NBL”), Newtek’s portfolio company that originates and funds SBA 504 loans, closed a $100 million credit facility with Deutsche Bank AG. The facility will be used to fund SBA 504 loans and has......
OpenReel Raises $19 Million Series A Funding Round Led By Five Elms Capital
Digital Finance Fintech News

OpenReel Raises $19 Million Series A Funding Round Led By Five Elms Capital

Fintech News Desk
by Fintech News Desk0
OpenReel’s remote video technology has transformed how global enterprise teams create professional quality video; new funding accelerates product development and fortifies global expansion OpenReel, the leading Remote Video Creation platform, announced it has closed a $19M Series A financing from global software investor Five Elms Capital. The company plans to......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
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