Search Results for: strategies

Vintage Investment Partners Continues to Grow its Investment Team and Appoints Barrel Kfir as Principal
Investment Services Investments News

Vintage Investment Partners Continues to Grow its Investment Team and Appoints Barrel Kfir as Principal

Fintech News Desk
by Fintech News Desk0
Vintage Investment Partners, a $2.1B AUM global technology investment firm combining fund-of-funds, secondary funds and direct co-investment funds, announced today that Barrel Kfir has joined as Principal. Most recently, Barrel was Director of Portfolio at Ignite – Intel for Startups. Prior to that, he was a Principal at JVP where he led......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange
InsurTech News

Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
Insurance Exchange Combines Technology, Data & Service to Deliver ‘Annuities Made Easy’ to Envestnet-Empowered Advisors Envestnet, Inc. announced that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to......
Fair Appoints Multicultural Communication Leader Toni Harrison as Chief Marketing Officer
Banking Fintech News

Fair Appoints Multicultural Communication Leader Toni Harrison as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
The award-winning agency founder joins the fintech’s charge to close racial wealth and opportunity gaps Fair, a multilingual neobank and financial services platform, names Toni Harrison as its Chief Marketing Officer. The award-winning communication veteran, multicultural engagement strategist and agency founder joins Fair following its successful $20 million raise in 40 days and ahead......
UATP Partners with Nuvei to Offer Payment Services
Digital Digital Payments News

UATP Partners with Nuvei to Offer Payment Services

Fintech News Desk
by Fintech News Desk0
The partnership gives UATP’s network of airlines full stack, modular payment solutions UATP is proud to announce its new partnership with Nuvei, the global payment technology partner of thriving brands, to begin offering full payment service provider (PSP) services. As part of its ongoing effort to expand its offerings to airlines,......
FiVerity Secures $2M Round to Accelerate Growth and Expand its Cyber Fraud Detection Platform for Banks, Credit Unions and Credit Card Providers
Finance Fintech News

FiVerity Secures $2 Million Round to Accelerate Growth and Expand its Cyber Fraud Detection Platform for Banks, Credit Unions and Credit Card Providers

Fintech News Desk
by Fintech News Desk0
FiVerity’s Machine Learning-Powered Platform Addresses Fast-Growing Types of Cyber Fraud and Other Rapidly Expanding Financial Crimes  FiVerity, Inc., a leading provider of cyber fraud detection and threat intelligence, announces today that it closed a $2 million round of financing to expand its cyber fraud detection and threat intelligence platform, which addresses......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Enfusion Wins Best Institutional Investment Solution at the 2021 FinTech Breakthrough Awards
Fintech Investment Services Investments News

Enfusion Wins Best Institutional Investment Solution at the 2021 FinTech Breakthrough Awards

Fintech News Desk
by Fintech News Desk0
Enfusion, a global leader in native cloud-based investment management technology software and services, announced that it has been recognized as the “Best Institutional Investment Solution” in the Fifth Annual FinTech Breakthrough awards. The Fintech Breakthrough awards recognize the top companies, products, and solutions that drive innovation and exemplify the best in......
Global Fintech Interview with Kimberly, at LexisNexis Risk Solutions
Banking Business Fintech Interviews Risk Management

Global Fintech Interview with Kimberly Sutherland, Vice President of Fraud & Identity Strategy at LexisNexis Risk Solutions

Paroma Sen
by Paroma Sen0
[To share your insights on Fintech trends and analysis, please write to us at sghosh@martechseries.com]...
Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray
Digital Finance Machine Learning News

Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray

Fintech News Desk
by Fintech News Desk0
Ease of data access and integration enables ESG market entry Empowers new ESG offerings and ability to adapt to investor and regulatory demands Linedata, a global provider of credit and asset management technology, data and services, announced it is the first technology vendor to seamlessly integrate Environmental, Social, and Governance......
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