Search Results for: Business Advisory

Betterment Acquires Wealthsimple's US Investment Advisory Book of Business
Finance Fintech Investments News

Betterment Acquires Wealthsimple’s US Investment Advisory Book of Business

Fintech News Desk
by Fintech News Desk0
Through this strategic acquisition, Betterment grows their customer base and continues to accelerate growth Betterment, a leading online financial services company, announced that it has acquired Wealthsimple’s U.S. book of business. In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally
Business Capital Markets Fintech News

Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally

Fintech News Desk
by Fintech News Desk0
Executes Strategic Partnership with Gracewater Capital to Better Serve Clients In June, Pro Business Plans announced it officially surpassed $4.0 B worth of transactions it provided advisory services for, 80% of which were in North America across over 60 industries. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Despite the uncertain......
Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses
Fintech News

Bookkeeper360 Is Offering No-Cost Advisory to Small Businesses Impacted by the COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Fintech industry leader, Bookkeeper360 is helping small businesses stay afloat during the COVID-19 outbreak. If the coronavirus is impacting your business, you can receive free advice from their CPAs and business advisors. Assistance is available for all small businesses with operations within the United States, and you do not need to be an......
Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round
Finance Fintech News

Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round

PR Newswire
by PR Newswire0
Backed by Four VCs, an Unparalleled Advisory Board, and Decades of Experience, Aghanim’s Direct-to-Consumer Game Hub Strategy Delivers a Significant Net Revenue Boost Compared to Web Shops for Mobile Game Studios Aghanim, a pioneering mobile gaming fintech company founded by the former CEO and CTO of Xsolla, has announced the......
Intellect Launches Purple Fabric – An Accelerated Enterprise AI Adoption Platform for Business Impact – Designed for FIS
Artificial Intelligence News

Intellect Launches Purple Fabric – An Accelerated Enterprise AI Adoption Platform for Business Impact – Designed for FIS

EIN Presswire
by EIN Presswire0
Powers the all-important evolution of AI to Enterprise Connected Intelligence IntellectAI, a business unit of Intellect Design Arena Ltd focusing on cutting edge Artificial Intelligence technologies, announces the launch of Purple Fabric, a pioneering platform that accelerates enterprise AI adoption for financial institutions (FIs). Leveraging the potential of the First Principles Thinking......
Dragonfly Adds New FedISO Capabilities to Composable Digital Business Banking Platform for Compliance with the New Federal Mandate, ISO 20022
Banking Digital Payments Fintech News

Dragonfly Adds New FedISO Capabilities to Composable Digital Business Banking Platform for Compliance with the New Federal Mandate, ISO 20022

PR Newswire
by PR Newswire0
The Company’s Product Advisory Committee Played a Significant Role in Planning and Designing the New FedISO Capability Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, announced it is working with its Product Advisory Committee (PAC) to ensure readiness to comply with the new federal mandate, ISO 20022.......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
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