Search Results for: Wealth management

DailyPay Secures $300 Million Credit Facility From Barclays in a Landmark Deal for the On-Demand Pay Industry
Digital Payments Finance Fintech News

DailyPay Joins Leading Financial Services Companies, Advocacy Groups, and Nonprofits In An Effort for a Presidential Commission

Fintech News Desk
DailyPay, a leading technology company on a mission to create a new financial system that works for everyone, proudly joined the Aspen Institute Financial Security Program and a diverse coalition of almost 40 other mission-driven organizations and businesses in a letter to call for the establishment of a Presidential Commission on......
Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans
Cryptocurrency Digital News

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans

Fintech News Desk
Annual TD Wealth survey explores challenges and opportunities within estate planning in 2022 According to TD Wealth’s fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process. This year’s survey found that more than two-thirds (69%) of estate and financial planners are......
Sheenam Ohrie to lead India Operations for Broadridge
Finance News

Sheenam Ohrie to lead India Operations for Broadridge

Fintech News Desk
Global Fintech leader Broadridge Financial Solutions, Inc. has announced the appointment of Ms. Sheenam Ohrie as the Managing Director of Broadridge India. Ms. Ohrie succeeds Laxmikanth Venkatraman who became Chairman of Broadridge India. Ms. Ohrie joined Broadridge in September 2021 as the Chief Operating Officer for India and brings close to three......
Trona Valley Federal Credit Union and Lumin Digital Announce Partnership for Enhanced Digital Banking Services
Banking News

Trona Valley Federal Credit Union and Lumin Digital Announce Partnership

Fintech News Desk
Lumin Digital, a PSCU company, announced that Trona Valley Federal Credit Union (Trona Valley) has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support Trona Valley’s more than 23,000 members and more than $320 million in assets once the credit union......
Veritone Launches Veriverse, a Portfolio of Integrated AI Solutions for Content IP Owners
Artificial Intelligence Digital News

Veritone Launches Veriverse, a Portfolio of Integrated AI Solutions for Content IP Owners

Fintech News Desk
Veriverse to empower customers, rights holders and influencers with the ability to leverage metaverse-ready solutions to create new revenue channels at scale Veritone, Inc., creator of aiWARE, a hyper-expansive enterprise AI platform, announced the launch of a series of proven AI solutions to open up new distribution, commerce, and revenue......
Cigniti Wins a $10 Million+ ACV Deal From a US-based Financial Institution to Assure Its Digital Transformation
Digital Finance News

Cigniti Wins a $10 Million+ ACV Deal From a US-based Financial Institution to Assure Its Digital Transformation

Fintech News Desk
One of the largest deals Cigniti has won, which has a high potential to grow in the coming years Cigniti Technologies has signed a $ 10Mn+ worth ACV deal with one of the largest and oldest Financial Services and Investment firm in the USA to assure and accelerate its digital......
Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders
Finance News

Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders

Fintech News Desk
The acquisition gives founders sophisticated, and yet easy-to-use, tools for cash and financial management Brex, the company reimagining finance for growing businesses, announced  its acquisition of Pry Financials, a software platform with tools designed to enable budgeting, bookkeeping and forecasting, for $90 million. Cash flow forecasting and runway planning can make......
Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth
Banking Finance News

Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth

Fintech News Desk
“SVB” to represent the company’s full offering: Silicon Valley Bank, SVB Capital, SVB Private, and SVB Securities SVB Financial Group (SVB), the financial partner of the innovation economy, announced a rebrand of its four primary businesses — Silicon Valley Bank, SVB Capital, SVB Private and SVB Securities — under the......
Latina-founded BaaS Provider NovoPayment Raises $19 Million Series A
Banking News

Latina-founded Banking-as-a-Service Provider NovoPayment Raises $19 Million Series A

Fintech News Desk
Building on LatAm market success, Miami-based fintech pioneer to boost expansion in the US NovoPayment announced it has secured $19 million in Series A financing, led by Fuel Venture Capital and IDC Ventures, to further scale NovoPayment’s Banking-as-a-Service (BaaS) platform in existing markets and the US. NovoPayment offers a full-stack, multi-country, and multi-currency API cloud-based platform that powers......
TD Auto Finance Joins AutoFi Network of Lenders, Providing Fast and Easy Online Automotive Financing
Commerce News

TD Auto Finance Joins AutoFi Network of Lenders, Providing Fast and Easy Online Automotive Financing

Fintech News Desk
TD Bank and AutoFi, the leading commerce platform for end-to-end digital automotive sales and financing, announced that TD Auto Finance, a division of TD Bank N.A., has joined the AutoFi network and will now be an online lending option for AutoFi’s automotive dealerships and marketplaces nationwide. “The AutoFi platform enables consumers......
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