Search Results for: Operations Team

Newlink Group Raises $300 Million In Funding From Leading Financial Institutions
Finance Fintech Investments News

Newlink Group Raises $300 Million In Funding From Leading Financial Institutions

Fintech News Desk
Leading energy technology company plans to accelerate digitalization of the energy value chain Newlink Group announced that it has closed $200 million in incremental equity financing led by Bain Capital, a leading global multi-asset alternative investment firm. Existing investor Joy Capital also participated in the fundraising. The current round of fundraising......
Humana Announces Plan for CFO Transition
Business Finance Fintech News

Humana Announces Plan for CFO Transition

Fintech News Desk
Humana Inc. announced that Brian Kane will be transitioning from his role as Chief Financial Officer to pursue broader career goals. To ensure a smooth transition, Kane has agreed to remain in his current role through June 1, 2021, and then serve in an advisory role through the end of......
mPokket Announces Appointment of New Chief Financial Officer
Fintech News Risk Management

mPokket Announces Appointment of New Chief Financial Officer

Fintech News Desk
mPokket – an Instant Loan App providing loans to college students and young working professionals – has appointed Mr. Sanjoy Kumar Agarwal as their new Chief Financial Officer (CFO).  Mr. Agarwal will manage the financial operations at mPokket. He will be responsible for creating robust, iterative development plans for long-term......
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
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......
Chris Yiannakou Named Head of Loomis Sayles Investments Limited, London
Business Investment Services Investments News

Chris Yiannakou Named Head of Loomis Sayles Investments Limited, London

Fintech News Desk
Chris Yiannakou promoted to head of Loomis Sayles Investments Limited (LSIL), Loomis Sayles’ London-based entity Role was previously held by Christine Kenny, who is repatriating to the United States in a newly created role as strategic project leader Joseph Mukungu promoted to head of client relationship management, EMEA Valerie Miles,......
The Stonk CEO's Breakout A New Generation Of Traders
News Trading

The Stonk CEO’s Breakout A New Generation Of Traders

Fintech News Desk
The Stonk CEOs, a millennial trading community and brand that is growing exponentially across all social media platforms. Aims to be the Barstool of finance + investing In the past few months millennial traders have dominated and controlled a large portion of the publicly traded market. Trading and retailing investing......
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
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......
Trullion Announces Real-Time, AI-Powered Accounting Platform, Secures Seed Financing
Artificial Intelligence Finance Fintech News

Trullion Announces Real-Time, AI-Powered Accounting Platform, Secures Seed Financing

Fintech News Desk
Trullion automates the process of lease accounting to establish a cost-effective, functional view of contract data for Big Four accounting firms and CFOs alike Trullion, formerly known as SMRT, is a financial workflow automation platform that takes unstructured data such as PDFs and translates them into real-time financial reports, including......
Stripe Has Raised A New Round Of Funding To Accelerate Momentum In Europe And Reinforce Enterprise Leadership
Digital Digital Payments News

Stripe Has Raised A New Round Of Funding To Accelerate Momentum In Europe And Reinforce Enterprise Leadership

Fintech News Desk
Stripe, which builds economic infrastructure for the internet, has raised a $600 million (€500 million) funding round at a $95B (€80B) valuation. Primary investors include Allianz X, Axa, Baillie Gifford, Fidelity Management & Research Company, Sequoia Capital, and Ireland’s National Treasury Management Agency (NTMA). The company will use the capital......
SEI's Collective Investment Trust Business Experiences Significant Growth
Fintech Primers Investments News

SEI’s Collective Investment Trust Business Experiences Significant Growth

Fintech News Desk
Target-Date Fund CITs Gaining Momentum, SEI’s CIT Business Benefits from U.S. Retirement Market Trends SEI, a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration   (AUA) as of Dec. 31, 2020, representing a......
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