Search Results for: financial broker platform

Resource Financial Builds on Ocrolus to Automate Residential Mortgage Processing
Mortgage News

Resource Financial Builds on Ocrolus to Automate Residential Mortgage Processing

Fintech News Desk
by Fintech News Desk0
Independent Mortgage Bank offers a completely digital mortgage origination process to residential customers in the Southeast United States Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, and Resource Financial Services, a leading independent mortgage banker serving the Southeastern United States, announced a technology partnership to further......
Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy
InsurTech News

Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy

Fintech News Desk
by Fintech News Desk0
Purchase of Minneapolis-Based Insurance Brokerage Agency and InsureTech Firm Positions Highland to Support Financial Professionals and Direct-to-Consumer Channels Highland Capital Brokerage, a national life insurance and annuity distribution company and subsidiary of Advisor Group, announced the acquisitions of Hallett Financial Group, an independent insurance brokerage agency based in Minneapolis, as......
Brokers, Title Companies, and Mortgage Companies Driving New Revenue Growth Through Homeownership Services
Fintech Mortgage News

Brokers, Title Companies, and Mortgage Companies Driving New Revenue Growth Through Homeownership Services

Fintech News Desk
by Fintech News Desk0
Innovative real estate tech franchise from MooveGuru has sold franchises in 20 States in first 180 days of offering. Through its automated data capture and delivery platforms, the first PropTech franchise emerges from a likely source—MooveGuru. For five years, MooveGuru has been perfecting the consumer experience during their moving process.......
Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland
Fintech InsurTech News

Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired Raffa Financial Services, Inc. (Raffa Financial Services). Terms of the transaction were not disclosed. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Headquartered in Rockville, Maryland, Raffa Financial Services is an insurance and......
LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
Acrisure Expands Technology Platforms With Acquisition Of Appalachian Underwriters
Fintech News Technology

Acrisure Expands Technology Platforms With Acquisition Of Appalachian Underwriters

Fintech News Desk
by Fintech News Desk0
Acquisition of MGA Further Broadens Depth of Acrisure’s Data and AI Strategy Acrisure, a fast-growing fintech leader that operates a top-10 global insurance broker, today announced it acquired Appalachian Underwriters, a national Managing General Agency (MGA) and U.S. Administrator Claims, a Third-Party Administrator (TPA), in addition to affiliated entities. Latest......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Prop Trading Firm SurgeTrader Offers Traders Expanded Trading Capabilities With MetaTrader 5 Platform
Fintech News Trading

Prop Trading Firm SurgeTrader Offers Traders Expanded Trading Capabilities With MetaTrader 5 Platform

Fintech News Desk
by Fintech News Desk0
Florida-based proprietary trading firm SurgeTrader gives traders the power of choice and adds multi-asset platform MetaTrader 5 as an option for traders — providing market access to over 500 CFD equities and cryptocurrencies Proprietary trading firm SurgeTrader announced that it has added MetaTrader 5 (MT5) as an available trading platform, in addition......
Velocity Financial Acquires Majority Interest in Century Health & Housing Capital
Lending Mortgage News

Velocity Financial, Inc. Acquires Majority Interest in Century Health & Housing Capital

Fintech News Desk
by Fintech News Desk0
Velocity Financial, Inc., a leading provider of small balance investor loans, announced it has acquired a majority stake in Century Health & Housing Capital. “Velocity’s national footprint and operational capabilities will significantly expand our ability to grow customer relationships and origination volume.” Founded in 1992, Century is a licensed “Ginnie......
Inside Real Estate Secures Additional Financial Partner to Accelerate Growth
Finance News

Inside Real Estate Secures Additional Financial Partner to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Genstar Capital joins Lovell Minnick Partners, doubling down on growth and innovation, with investment into real estate tech leader, Inside Real Estate Inside Real Estate, one of the fastest-growing independently owned real estate software companies and a trusted technology partner to over 250,000 top agents, teams, and brokerages, announced that......
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