Search Results for: CEO

Right Networks Acquires Rootworks
Capital Markets Fintech News

Right Networks Acquires Rootworks

Signaling a move to deepen its industry footprint, Right Networks, the leader in cloud-enabled technology solutions for accounting firms and small businesses, has acquired Rootworks—the profession’s premier firm-improvement organization. Rootworks provides accounting firms with the tools, resources and guidance required to create a high-performing, proactive Modern Firm®. The combined resources of Right......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
Business Fintech News

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
StakeHound Launches to Unlock $20 Billion in Liquidity for the Ethereum and Radix DeFi Ecosystem
Fintech Fintech Funding News

Symend Closes $52 Million USD Round to Deliver on Its Mission to Digitally Transform the Engagement Experience for Financially At-Risk Customers

Fintech News Desk
Science-driven Digital Engagement Platform Company Raises Growth Financing From Enterprise Software Investors Symend, a leading customer engagement platform designed to better engage, treat, and retain financially at-risk customers, today announced a $52 million USD raise led by global technology venture firm Inovia Capital, with participation from a consortium of investors including Ignition Partners, Impression......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Sterling Trading Tech Launches a New Compliance & Audit Trail Reporting Solution in Brazil
Fintech News Risk Management Trading

Sterling Trading Tech Names Freddy Zainal as Director of Business Development

Sterling Trading Tech (STT) is pleased to announce the appointment of Farid (Freddy) Zainal as the Director of Business Development. Mr. Zainal joins the STT team with the mandate to expand the reach of Sterling Trading Tech’s product lines, including its cloud-based real-time Sterling Risk System. Read More: Remitly Partners With......
ErisX Secures Virtual Currency License From the New York State Department of Financial Services
Cryptocurrency Fintech News Trading

ErisX Secures Virtual Currency License From the New York State Department of Financial Services

ErisX announced that Eris Clearing, LLC has secured a virtual currency license from the New York State Department of Financial Services (NYDFS). Eris Clearing is the clearing and settlement arm of the ErisX platform for spot and regulated futures on cryptocurrencies. Read More: TerraPay Announces Readiness for the New World......
Sagent Adds Former Fannie Mae Exec Marianne Sullivan and Digital Risk Co-Founder Jeffrey Taylor to Board of Directors
Banking Economy Fintech News

Mortgage Servicing Fintech Sagent Appoints Former Bank of America and Roostify Execs As Head of Business Development & Customer Success

Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, appointed banking veteran David Doyle as EVP of Business Development and technology veteran Jesse Decker as EVP of Customer Success. These hires, the first in a series by new CEO Dan Sogorka who joined......
White Ops Receives Investment from Goldman Sachs Merchant Banking Division and ClearSky Security to Support Next Phase of Growth
Banking Fintech Investment Services News

White Ops Receives Investment from Goldman Sachs Merchant Banking Division and ClearSky Security to Support Next Phase of Growth

Investment will further accelerate White Ops’ growth and expansion in new markets White Ops (“White Ops” or the “Company”), the global leader in bot mitigation and fraud protection, announced the completion of an investment by Goldman Sachs Merchant Banking Division and ClearSky Security to support the Company in its next......
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