Search Results for: investment planning

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
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Top FinTech Startups Revolutionizing Retirement Planning

Fintech Staff Writer
by Fintech Staff Writer0
Retirement planning has long been a complex and daunting task for many individuals. Traditional methods often involve navigating a maze of investment options, understanding tax implications, and predicting long-term financial needs. However, with the advent of financial technology (FinTech), the landscape of retirement planning is undergoing a revolutionary transformation. Several......
Finaloop Secures $35 Million in Series A Investment Led by Lightspeed Venture Partners
E-commerce Investment Services News

Finaloop Secures $35 Million in Series A Investment Led by Lightspeed Venture Partners

PR Newswire
by PR Newswire0
Round brings Finaloop’s total funding to $55 million as it revolutionizes the way e-commerce and retail brands handle their finances Finaloop, the real-time e-commerce accounting platform, announced it has raised a $35 million Series A round. Lightspeed Venture Partners led the round with participation from Vesey Ventures, Commerce Ventures, and existing investors, Accel and Aleph. The latest funding round, which brings......
FICO-Platform-Produced-a-Significant-Return-on-Investment-for-Businesses-According-to-New-Total-Economic-Impact-Study
Fintech Investments News

FICO Platform Produced a Significant Return on Investment for Businesses According to New Total Economic Impact Study

Business Wire
by Business Wire0
The report examines the ROI enterprises received by deploying the platform from different stages in various industries over three years. Highlights: A commissioned study conducted by Forrester Consulting, on behalf of FICO, found that FICO® Platform customers noted improved customer retention, significant cost savings by upgrading legacy infrastructure, and heightened......
Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities
News Trading

Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities

PR Newswire
by PR Newswire0
This initiative is poised to change the financial management landscape for South Africans, providing fluid interest rates on deposits and access to a wide range of investment options. Banxso, a leading online trading platform, has unveiled its latest financial innovation, offering unmatched investment flexibility to consumers. This groundbreaking initiative is......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
by Business Wire0
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions
Investment Services News

Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions

PR Newswire
by PR Newswire0
The investment is made in partnership with ActiveViam’s founders and management to support and accelerate continued high-growth and expansion   Nordic Capital, a leading investor in banking software, will leverage its long-standing expertise and experience from accelerating digitization of the financial services industry The aim is to realize ActiveViam’s potential......
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