Search Results for: Wealth Management industry

Confluence Appoints Annabel Giles as Chief Human Resource Officer
Business Fintech News

Confluence Appoints Annabel Giles as Chief Human Resource Officer

Fintech News Desk
by Fintech News Desk0
The New CHRO Will Develop and Execute a People Strategy to Support Confluence’s Next Phase of Growth Following the Firm’s 2019 Acquisition of StatPro. Confluence Technologies, Inc., a global technology solutions provider delivering innovative products to the worldwide money management industry, announced the appointment of Annabel Giles to the newly......
FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020
Banking Fintech News

FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced results for its first quarter ended November 30, 2019. First Quarter Fiscal 2020 Highlights Revenues increased 4.3% or $15.0 million to $366.7 million compared with $351.6 million for the same period in fiscal 2019. The increase......
Fintech Fintech Startups News

InterGen Data Selected for 2020 MassChallenge FinTech Program

Fintech News Desk
by Fintech News Desk0
InterGen Data joins the MCFT20 cohort of top Fintech Startups for 6-Month MassChallenge FinTech Program InterGen Data, Inc., an AI-driven technology provider of proprietary AI software solutions and machine learning algorithms for banking, wealth management, insurance and fintech companies has been selected for the 2020 Mass Challenge FinTech program. InterGen......
PitchBook Launches Interactive Dashboard to Track European Venture Capital Investment in Female-Founded Companies
Fintech Fintech Startups News

PitchBook Releases 2020 Outlooks for Emerging Technology, Private Equity and Venture Capital

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, recently released its 2020 Emerging Tech Outlook, 2020 Private Equity Outlook and 2020 Venture Capital Outlook. The annual reports include detailed predictions on the investment and industry trends that PitchBook analysts foresee impacting the coming year. Each report also includes a scorecard......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
FintechOS Raises GBP 10.7 Million (USD 14 Million) Series A for Global Expansion
Fintech Funding Investment Services News

FintechOS Raises GBP 10.7 Million (USD 14 Million) Series A for Global Expansion

Fintech News Desk
by Fintech News Desk0
New Funding to Support Further Growth in Europe and Enable Expansion to South East Asia and the US FintechOS, the next generation of hyper-personalised, automated financial technology, announced it has secured GBP 10.7 million (USD 14 million) of Series A investment. The funding was led jointly by Earlybird‘s Digital East Fund and OTB......
InfraRisk Expands Auto Financing Cooperation with Toyota Finance, Taurus Motor Finance
Banking Fintech Funding News

InfraRisk Expands Auto Financing Cooperation with Toyota Finance, Taurus Motor Finance

Fintech News Desk
by Fintech News Desk0
InfraRisk Pty Ltd. , a leading supplier of credit management solutions in Australia, announced it has expanded cooperation in auto financing with Toyota Financial Services to Germany and Austria to facilitate its credit process when lending to dealerships and large fleet customers. Toyota Financial Services is a wholly owned subsidiary of the world’s......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Nancy Shanik Joins Black Knight Board of Directors
Uncategorized

Nancy Shanik Joins Black Knight Board of Directors

Fintech News Desk
by Fintech News Desk0
Financial Services Industry Veteran Brings Decades of Experience Black Knight, Inc. , a leading provider of integrated software, data and analytics to the mortgage and real estate industries, announced that Nancy L. Shanik has been elected to serve on the company’s Board of Directors. “We are extremely proud to have Nancy......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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