Search Results for: broker accounts

Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
Finance Investment Services News

Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge

Fintech News Desk
Proven Workflow and Case Management Tools Improves Accuracy and Efficiency Snowden Lane Partners, a hybrid Broker-Dealer and Registered Investment Advisor financial services firm based in New York City, has gone live with the ComplianceEdge Trade Surveillance and Account Monitoring solution from InvestEdge. InvestEdge Inc., is a leading provider of innovative advisor......
Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations
Finance News

Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations

Fintech News Desk
Caris will oversee Cetera’s Corporate and Employee Communications, Public Relations and Social Media Caris’ career in financial journalism and communications leadership aligns with Cetera’s robust growth trajectory and unwavering commitment to its advisors and their clients Cetera Financial Group, one of America’s largest networks of financial professionals, has named Jessica Caris,......
Insurtech Startup Honeycomb Raises $15.4MM in Series A Round, Led by Ibex Investors
InsurTech News

Insurtech Startup Honeycomb Raises $15.4MM in Series A Round, Led by Ibex Investors

Fintech News Desk
Fast-Growing Digital Insurer to Use Funding to Expand its U.S. Footprint and Proprietary Technology for Multi-Family Properties Honeycomb announced that it has raised $15.4 million in a Series A funding round led by Ibex Investors. The fast-growing digital insurance provider has developed the first technology stack for multi-family properties that dramatically streamlines the......
Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
Structure to Develop Mobile App To Drive DeFi Adoption
DeFi News

Structure to Develop Mobile App To Drive DeFi Adoption

Fintech News Desk
Global trading platform Structure, which aims to facilitate crypto-based lending and investing for mobile users, just raised $20 million from investors and from a private sale of its digital currency $STXR. The company will offer decentralized finance (DeFi) crypto-denominated lending outside of traditional banking, as well as investing in tokenized......
InfoFx - Reputable Exchange Lookup Tool Debuts Investors
Investment Services Investments News

InfoFx – Reputable Exchange Lookup Tool Debuts Investors

Fintech News Desk
In recent years, stock investing has enjoyed a surge in popularity among Vietnamese investors. To meet the rise in demand, several online investment brokerages were created to cater to the various needs of different groups of investors. As a result, those who are new to the game often find themselves......
Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management
Digital Asset Management Fintech News

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management

Fintech News Desk
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions Smart, a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions, announced it has agreed to......
SAWA Crypto Fund Syndicate Protocol is Giving Investors Access to Seed Rounds with Minimum Investment
Investments News

SAWA Crypto Fund Syndicate Protocol is Giving Investors Access to Seed Rounds with Minimum Investment

Fintech News Desk
SAWA Crypto Fund Syndicate Protocol, a brainchild of Private Launch Crypto Venture and a transparent and safe way of participating in a public sale, has announced its decision to offer investors access to seed rounds with minimum investment. The company is designed to give prospective investors early access to fundamental......
Prop Trading Firm SurgeTrader Offers Traders Expanded Trading Capabilities With MetaTrader 5 Platform
Fintech News Trading

Prop Trading Firm SurgeTrader Offers Traders Expanded Trading Capabilities With MetaTrader 5 Platform

Fintech News Desk
Florida-based proprietary trading firm SurgeTrader gives traders the power of choice and adds multi-asset platform MetaTrader 5 as an option for traders — providing market access to over 500 CFD equities and cryptocurrencies Proprietary trading firm SurgeTrader announced that it has added MetaTrader 5 (MT5) as an available trading platform, in addition......
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