Search Results for: client acquisition

ComplyAdvantage Closes US$50M Series C to Fuel Growth and Expansion in Fight Against Financial Crime
Fintech Fintech Funding Investment Services News

ComplyAdvantage Closes US$50M Series C to Fuel Growth and Expansion in Fight Against Financial Crime

Fintech News Desk
by Fintech News Desk0
World Leader in Financial Crime Detection Technology Backed by Funding from Ontario Teachers’ Pension Plan Board, Index Ventures, and Balderton Capital ComplyAdvantage, a global technology company transforming financial crime detection, has announced the close of a US$50 million Series C funding round, bringing the total investment to date to US$88M.......
Investment Services News

Waller Helms Advisors Appoints James Anderson As Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Waller Helms Advisors (“WHA”), an industry leading specialist investment bank focused on the insurance, healthcare, investment, and financial technology sectors, today announced that it has appointed James Anderson as Chief Executive Officer. Anderson joins WHA from CNA Financial, one of the largest commercial P&C carriers in the United States, where......
Fintech News

Coronavirus Impact Drops Americans’ Financial Satisfaction to 2015 Levels: AICPA index

Fintech News Desk
by Fintech News Desk0
As Americans continue to endure the economic impact of the COVID-19 pandemic, financial satisfaction continues to fall from its recent all-time high. The AICPA’s Q2 2020 Personal Financial Satisfaction index (PFSi) measures 15.2, a 55 percent (18.5 point) decrease from the previous quarter. This is the PFSi’s largest quarterly drop in......
Fintech News Trading

BTIG Adds Foreign Exchange Specialist and Managing Director Brian Ager

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Brian Ager has joined the firm’s Foreign Exchange (FX) Trading unit as a Managing Director. Mr. Ager will be based out of the firm’s New York office, and report directly into Anton LeRoy, President of BTIG. Read More: A Quick Review on Some of The Biggest Global Fintech Mergers &......
Banking Fintech News

Boenning & Scattergood Deepens Commitment to Bank and Thrift Sector with Addition of Joseph Plevelich, CFA®, Director and Senior Research Analyst

Fintech News Desk
by Fintech News Desk0
Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Joseph Plevelich, CFA®, has joined its Equity Research team as Director and Senior Research Analyst covering banks and thrifts at its headquarters in West Conshohocken, PA. This addition broadens the firm’s domain......
Business Fintech InsurTech Mobile Banking

The Helper Bees Secures $6M Series A Funding Round, Partners with Insurance Carriers to Create a Better Model for Home Care

Fintech News Desk
by Fintech News Desk0
The Helper Bees, a company creating a better model for home care, has secured $6 million in Series A funding led by Silverton Partners. Additional investors in the round include Austin Impact Capital, Techstars and strategic angel investors. The Helper Bees (THB) has deployed a combination of skilled professionals and......
GTCR Announces Sale of Optimal Blue to Black Knight
Capital Markets Fintech News

GTCR Announces Sale of Optimal Blue to Black Knight

Fintech News Desk
by Fintech News Desk0
GTCR, a leading private equity firm, announced today that it has signed a definitive agreement to sell Optimal Blue (“Optimal Blue” or the “Company”) to Black Knight for an enterprise value of $1.8 billion, payable in cash. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM Founded......
Tellimer Adds Banorte's Award-Winning Mexico Focused Research to Global Insights Network
Fintech Investment Services News

Tellimer Adds Banorte’s Award-Winning Mexico Focused Research to Global Insights Network

Fintech News Desk
by Fintech News Desk0
Tellimer Group (“Tellimer”), the London-headquartered emerging markets investment information & data platform announces the addition of Banorte, Mexico’s leading macroeconomic research provider and recipient of Refinitiv’s “best economic forecasters” award for Mexico in 2019, to its growing global Insights network. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen Giant......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech Investment Services News

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Changes in how investors and financial advisors collaborate, at first caused by Covid-19, are likely to remain long after the pandemic, according to a new survey from Broadridge Financial Solutions, a global Fintech leader. Over half (57%) of investors surveyed said communications with their advisor had changed in some way in......
Fintech Fintech Funding News

Dorsey Represents Dunstan Thomas Group Limited in Sale to Curtis Banks Group PLC

Fintech News Desk
by Fintech News Desk0
Dorsey & Whitney’s London Corporate team represented the shareholders of Dunstan Thomas Group (DTG), a leading fintech provider delivering technology and market leading business solutions, for wealth managers, platforms and providers, on the sale of DTG to London Stock Exchange listed, Curtis Banks Group PLC (CB). Read More: GlobalFintechSeries Interview with......
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