Search Results for: financial broker platform

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
by Fintech News Desk0
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
Bluestone Partners With Thoughtworks to Launch New Digital Lending Platform
Digital Payments News

Bluestone Partners With Thoughtworks to Launch New Digital Lending Platform

Fintech News Desk
by Fintech News Desk0
Thoughtworks, a global technology consultancy that integrates strategy, design and engineering to drive digital innovation has partnered with Bluestone, the home loans solutions organization, to launch a full suite of modern digital capabilities that elevate the broker and borrower experience across the home loan life cycle. Latest Fintech News: VR Insurance Holdings,......
BEQUANT launches industry-first DeFi platform for institutional clients
DeFi News

BEQUANT launches industry-first DeFi Platform for Institutional Clients

Fintech News Desk
by Fintech News Desk0
BEQUANT’s prime brokerage clients now can access Uniswap’s DeFi marketplace through Fireblocks integration BEQUANT, the digital asset prime brokerage and exchange, is pleased to announce industry-first DeFi access for institutional clients, realized through its recent integration with Fireblocks. Latest Fintech News: Cordio Medical Raises $18 Million in Funding From Ceros and......
Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform
Digital Payments News

Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform

Fintech News Desk
by Fintech News Desk0
Active in the cryptocurrency sector for several years, the four co-founders of Flowdesk, Guilhem Chaumont, Paul Bugnot, François Cluzeau and Balthazar Giraux have been working in this sector since 2017 after careers in banking, algorithmic trading, engineering and entrepreneurship. During their respective experiences, they were marked by the siloing and......
Kasheesh, First Platform to Split Online Payments Across Multiple Credit & Debit Cards, Launches
Digital Payments News

Kasheesh, First Platform to Split Online Payments Across Multiple Credit & Debit Cards, Launches

Fintech News Desk
by Fintech News Desk0
Free digital platform allows anyone to split payment for online purchases across multiple credit, debit and gift cards, in any way they want, reducing interest rate burden Kasheesh, a first-to-market digital payment platform, allows anyone to split payment for online purchases across multiple combinations of debit and credit cards in......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
Insurance Platform Provider INSTANDA raises $45 million to fund its next phase of growth
InsurTech News

Insurance Platform Provider INSTANDA raises $45 million to Fund its next Phase of Growth

Fintech News Desk
by Fintech News Desk0
Latest funding round will support global expansion and acceleration of next generation platform capabilities INSTANDA, the no-code core insurance platform provider has announced the close of its latest $45million fundraising led by Toscafund, one of Europe’s leading Growth Equity investment firms for financial services companies, with the participation of existing......
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Investments News

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

Fintech News Desk
by Fintech News Desk0
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced that Mick Manning has joined the company as managing director, head of capital markets to facilitate the strategic addition of a new broker-dealer enterprise to support the distribution effort for the company’s real estate and 1031 exchange platforms. Latest......
Policy Powerhouse Launches the Fastest Holiday Let Insurance Quote Platform
InsurTech News Technology

Policy Powerhouse Launches the Fastest Holiday Let Insurance Quote Platform

Fintech News Desk
by Fintech News Desk0
Policy Powerhouse, a new digital broker, has launched the fastest quote platform in the UK for holiday let insurance. Designed and built for busy holiday let business owners, it offers them the ability to get a quote for, and purchase, holiday let buildings and contents insurance in under 5 minutes.......
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