Search Results for: financial broker platform

Dinosaur Financial Group Appoints Mitchell Harris Chief Operating Officer
Finance News

Dinosaur Financial Group Appoints Mitchell Harris Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Dinosaur Financial Group a New York-based institutional brokerage firm, announced that Mitchell Harris, an accomplished Wall Street executive, has been appointed Chief Operating Officer (COO), a new position within Dinosaur. Following his distinguished thirty-year career reflecting leadership roles at JP Morgan Chase, Prudential Securities and Deutsche Bank, Mitchell Harris will focus on......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
Zywave Acquires Strategic Insurance Software (SIS), Strengthens Position as an Innovative Leader in the Digital Insurance Agency Platform Space
Investments News

Zywave Acquires Strategic Insurance Software (SIS), Strengthens Position as an Innovative Leader in the Digital Insurance Agency Platform Space

Fintech News Desk
by Fintech News Desk0
The addition of SIS rounds out Zywave’s portfolio of agency management system solutions for employee benefits, commercial, and personal lines Insurtech leader Zywave, backed by Clearlake Capital Group L.P. and Aurora Capital, announced the acquisition of Columbus, OH-based Strategic Insurance Software (SIS), a provider of web-based agency management systems (AMS)......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Zhong Yang Financial Group Limited Announces Closing of $25,000,000 Initial Public Offering
Finance News

Zhong Yang Financial Group Limited Announces Closing of $25,000,000 Initial Public Offering

Fintech News Desk
by Fintech News Desk0
 Zhong Yang Financial Group Limited a fast-growing online brokerage firm located in Hong Kong specializing in the trading of local and foreign equities, futures, options products and other financial services, today announced the closing of its initial public offering (the “Offering”) of 5,000,000 ordinary shares (the “Ordinary Shares”) at a......
CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel
Finance News

CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel

Fintech News Desk
by Fintech News Desk0
CommunityAmerica CUSO One, LLC and Copper Financial announced that Amy Rush has joined the organization as General Counsel. Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER CONNEXIONS “Copper Financial has experienced immense growth in working with credit unions and helping members on the path to financial peace of mind,” said Mike......
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
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