Search Results for: Truist

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Michael Carter Joins Truist Securities to Lead Investment Banking
Banking Investments News

Michael Carter Joins Truist Securities to Lead Investment Banking

Fintech News Desk
by Fintech News Desk0
Truist Securities announced that Michael Carter has joined the firm to lead the investment and corporate banking teams and will be located in Atlanta. Carter joins Truist from RBC Capital Markets where he was most recently global head, Technology Investment Banking. “Michael is highly respected in the finance community and a high-caliber......
Charlotte Knights Select Appetize to Enable Cashless Environment at Truist Field
Commerce Digital Digital Payments News

Charlotte Knights Select Appetize to Enable Cashless Environment at Truist Field

Fintech News Desk
by Fintech News Desk0
Minor League Baseball ballpark upgrades facilities with Appetize’s cloud technology to improve guest experience Appetize, a leading digital and mobile commerce platform, has been selected by Truist Field in Charlotte, North Carolina, to power all concessions with cloud ordering technology and a fully cashless experience. Starting with the 2021 spring......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
Deluxe-Inks-New-Agreement-with-Truist-Financial-Corporation
Banking Fintech Investment Services News

Deluxe Inks New Agreement with Truist Financial Corporation

Fintech News Desk
by Fintech News Desk0
Today, Deluxe (NYSE: DLX), a Trusted Business Technology™ company announced that it has finalized a long-term agreement with Truist Financial Corporation (NYSE: TFC), the sixth largest commercial bank in the US, which was formed by the 2019 merger of equals between BB&T Corporation and SunTrust Banks, Inc. This new agreement......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding Investment Services News

Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors

Fintech News Desk
by Fintech News Desk0
Bill McNabb, former Chairman and CEO of Vanguard, joins Altruist’s Board of Directors Altruist, a fully-integrated digital investment platform for financial advisors, announced it has closed an additional round of funding that will accelerate its mission of disrupting the custodial offering for independent advisors. The company will use the new......
HealthEdge Software Completes Acquisition of Altruista Health
B2C Fintech InsurTech News

HealthEdge Software Completes Acquisition of Altruista Health

Fintech News Desk
by Fintech News Desk0
Combination creates leading next-generation payor technology company spanning claims adjudication, payment integrity and care management HealthEdge Software, provider of the industry’s leading integrated financial, administrative, and clinical platform for health insurers, HealthRules Payor, announced it has completed the acquisition of Altruista Health, Inc. (“Altruista”). Since 2007, Altruista’s cloud-based enterprise care......
Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington
Business Fintech InsurTech News

Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington

Fintech News Desk
by Fintech News Desk0
Truist Insurance Holdings, Inc., a subsidiary of Truist Financial Corporation, announced today that it will complete five insurance acquisitions this quarter, adding over $100 million of combined annual revenue to its wholesale division. Read More: Earnix Enhances the Machine Learning, Automation And Personalization Capabilities of its Solution with New Robust Features “Insurance......
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