Search Results for: Wealth Advisory

Leading Digital Banking Platform Greenwood Expands To All, Canceling Growing Waitlist
Banking News

Leading Digital Banking Platform Greenwood Expands To All, Canceling Growing Waitlist

Business Wire
by Business Wire0
The official launch sets Greenwood up to become one of the nation’s largest Black-owned fintech platforms for Black and Latino communities Greenwood, the digital banking platform for Black and Latino individuals and businesses, announced the launch of its General Access platform – expanding Greenwood’s spending, saving, and financial services to......
Deloitte and Riskified Partner to Help eCommerce Merchants Analyze Their Fraud Exposure Against Industry Benchmarks
E-commerce News Risk Management

Deloitte and Riskified Partner to Help eCommerce Merchants Analyze Their Fraud Exposure Against Industry Benchmarks

Business Wire
by Business Wire0
Riskified, a leader in eCommerce risk intelligence, announced its partnership with Deloitte, a leader in fraud and financial crime advisory services, to empower merchants with real-time insight into how their chargebacks, approval rates and fraud costs compare to similar companies in their space. This benchmarking service is an industry first,......
Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook
Cryptocurrency News

Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook

Business Wire
by Business Wire0
Bitwise’s strategies on Eaglebrook’s separately managed account platform provide investors with professional management, direct crypto ownership, and advisor oversight of client holdings Bitwise Asset Management, one of the world’s leading crypto asset managers, announced the launch of three new separately managed account (SMA) strategies available through the Eaglebrook platform. The......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
ACA Group Launches ACA Signature to Meet Client Demand for Outsourced Compliance Programs
Compliance management News Risk Management

ACA Group Launches ACA Signature to Meet Client Demand for Outsourced Compliance Programs

Business Wire
by Business Wire0
New scalable solution is curated to suit financial firms’ unique compliance needs and challenges ACA Group (ACA), the leading governance, risk, and compliance (GRC) advisor in financial services,  announced the launch of ACA Signature, a scalable solution that combines compliance advisory services, innovative regulatory technology and managed services, to meet financial......
Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
by Business Wire0
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Bluestone Bank Announces Meg McIsaac as New President and CEO
Banking News

Bluestone Bank Announces Meg McIsaac as New President and CEO

PR Newswire
by PR Newswire0
Seasoned banking industry leader with over 30 years of experience is named President and CEO of Bluestone Bank Bluestone Bank is pleased to announce that Meg McIsaac has been named President and CEO. McIsaac began her career in banking over 30 years ago and worked for large commercial banks until she went to......
Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks
Banking News

Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks

Business Wire
by Business Wire0
Unifimoney and First Fidelity Bank launch an enhanced yield savings program giving account holders the choice of a Cash Account with 3.655% APY or Money Market Fund with a 4.80% Unifimoney Inc., a multi-asset digital wealth management platform for Community Banks and Credit Unions, and First Fidelity Bank (FFB), a......
Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
by GlobeNewswire0
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
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