Search Results for: Wealth Advisory

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
Capital Markets Investment Services News

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

Business Wire
by Business Wire0
Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by......
Pocketnest Launches Tool for Independent Practices
Fintech News

Pocketnest Launches Tool for Independent Practices

PR Newswire
by PR Newswire0
Fintech app expands to smaller, independent clients at 42 percent growth rate Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors, CPAs, mortgage brokers, financial advisors, and more. The latest product addition brings three new practices to the Pocketnest roster, with......
Quam Plus Financial Unveils New Brand Name
Finance News

Quam Plus Financial Unveils New Brand Name

Fintech News Desk
by Fintech News Desk0
Embracing the Future and Setting Sights on New Development Opportunities Quam Plus International Financial Limited, a leading financial services corporation in Hong Kong, announced it was officially renamed on 21 July. The Group has organized the “Renaming Ceremony & Cocktail” at the Hong Kong Club in Central, Hong Kong, which......
Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia
Banking News

Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia

Business Wire
by Business Wire0
Private Banking Adds to Wealth Management and Corporate Advisory & Banking Teams The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen.......
GoLogiq Appoints Company Director, e-Commerce Innovator and Wall Street Veteran, Granger Whitelaw, as CEO
E-commerce Fintech News

GoLogiq Appoints Company Director, Granger Whitelaw, as CEO

GlobeNewswire
by GlobeNewswire0
Whitelaw to Lead Company Global Growth Through Technology-Driven Innovations and Strategic Acquisitions GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has appointed company director, Granger Whitelaw, as chief executive officer. He succeeds interim CEO Brent Suen who will remain chairman of the board. Whitelaw will continue......
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps
Fintech News

Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps

PR Newswire
by PR Newswire0
Mobile Assistant, the financial services industry’s leading transcription service, has announced numerous updates. The company has announced it is building an Open API for its integration partners, additional tools to support enterprise advisory teams, and unveiled a completely new company brand to support its enhanced mission. Latest Fintech Interview: Global......
Point Predictive Releases Groundbreaking First- and Third-Party Fraud Solution API for Fintech
Artificial Intelligence Fintech News

Point Predictive Releases Groundbreaking First- and Third-Party Fraud Solution API for Fintech

PR Newswire
by PR Newswire0
Renowned Fintech Innovators Barry Kirby and Lauren Crossett Join Point Predictive Advisory Board, Contributing to Next-Level Innovation and Growth On the heels of announcing its partnership with Sofi, Point Predictive, the leader in artificial intelligence (“AI”) fraud solutions for the lending industry, debuted a groundbreaking API designed exclusively for fintech and lenders.......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
1