Search Results for: client acquisition

Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire
Business Fintech News

Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales,......
Ocorian enters US market with acquisition of Emphasys Technologies Inc
Fintech News

Ocorian enters US market with acquisition of Emphasys Technologies Inc

Fintech News Desk
by Fintech News Desk0
Ocorian, the financial services group and leading provider of Capital Markets services, Fund services, Corporate services and Private Client services, has acquired Emphasys Technologies. Emphasys Technologies is a US-based service provider to the capital markets community, specialising in tax reporting and calculation agency services to asset-backed transactions. Emphasys Technologies provides......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
AKJ Acquisition of FMG Malta Ltd.
Blockchain Business Capital Markets Cryptocurrency Fintech News Trading

AKJ Acquisition of FMG Malta Ltd.

Fintech News Desk
by Fintech News Desk0
AK Jensen Group (“AKJ”), the leading provider of turnkey trading and infrastructure solutions for fund managers, today announced the acquisition of FMG Malta Ltd. (“FMG”), a full scope Alternative Investment Fund Manager (AIFM) for both traditional and crypto hedge funds. Read More:  Tuvalu Embarks On World’s First National Digital Ledger And Infrastructure Project......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
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Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū

Fintech News Desk
by Fintech News Desk0
Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of Hentsū, a global provider of......
BBVA Records Jump in Customer Acquisition Through Digital Channels
Banking Business Digital Fintech Fintech Funding News

BBVA Records Jump in Customer Acquisition Through Digital Channels

Fintech News Desk
by Fintech News Desk0
Nearly two and a half million people chose digital channels to become BBVA customers in 2020. This figure represents 33.3 percent of total new customers achieved throughout the group via individual channels (offices, app, web, ATMs …) and represents a 56 percent jump with respect to new users captured digitally......
Togetherwork Announces the Acquisition of Fonteva, a Leading Association and Events Software
Business Fintech News

Togetherwork Announces the Acquisition of Fonteva, a Leading Association and Events Software

Fintech News Desk
by Fintech News Desk0
Fonteva, the Leading Association and Event Management Software Provider Built on Salesforce Poised to Expand and Enhance Product and Payments Capabilities as part of Togetherwork Togetherwork, the leader in integrated software and payments for managing communities, groups and organizations, today announced the acquisition of Fonteva, the leading association and events......
AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms
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AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms

Fintech News Desk
by Fintech News Desk0
LawPay and ClientPay Combine to Create the Largest Ecosystem of Legal Payment Technology AffiniPay, the industry leader in professional services payment solutions, acquired ClientPay, the award-winning digital payment solution, to accelerate the adoption of online payments within large law firms. ClientPay will join AffiniPay’s family of market-leading brands including LawPay,......
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