Search Results for: client onboarding

Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)
Artificial Intelligence Investment Services News

CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

Business Wire
by Business Wire0
CAZ Investments (“CAZ”), a Houston-based investment manager, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, announced a 5-year partnership for Palantir to provide its Artificial Intelligence Platform (AIP) in support of CAZ’s growth and innovation. Read More About Fintech Interview: Global Fintech Interview with Randall Tidwell,......
Know Your Customer’s Company Registry Solution Now Available Through HKMA's Commercial Data Interchange
Banking News

Know Your Customer’s Company Registry Solution Now Available Through HKMA’s Commercial Data Interchange

Fintech News Desk
by Fintech News Desk0
Know Your Customer, a leading RegTech provider specializing in Business KYC verification, is delighted to announce the addition of its solution to the Hong Kong Monetary Authority’s (HKMA) Commercial Data Interchange (CDI). This collaboration is the latest milestone in the HKMA’s strategy to foster more efficient financial intermediation in the banking system and promote financial inclusion in the region.......
SAAS Startup Perfios Raises $229Million
B2B B2C Fintech News

Investing In Fintech SaaS Startup Perfios: Raises $229Million

Fintech Staff Writer
by Fintech Staff Writer0
Fintech company Perfios As part of its Series D funding round, Bengaluru-based fintech company Perfios has agreed to accept an investment of $229 Million from Kedaara Capital via a primary and secondary sale. The investment comes nearly 19 months after Perfios raised $70 million at a $400 million value, albeit......
Fintech CEO Selects RegTech Partner After Posting KYB Challenge on His LinkedIn Page
Digital Payments Fintech News

Fintech CEO Selects RegTech Partner After Posting KYB Challenge on His LinkedIn Page

Fintech News Desk
by Fintech News Desk0
In a decisive move towards enhancing transparency, efficiency, and inclusion in financial services, 3S Money, the pioneering cross-border payments platform, has joined forces with award-winning RegTech provider Know Your Customer. This partnership aims to digitise and streamline Know Your Business (KYB) procedures to deliver a more seamless and customer-centric onboarding......
Vic.ai Launches Payments, Delivering End-to-End Autonomous Finance Solution for Accounts Payable
Artificial Intelligence Finance News

Vic.ai Launches Payments, Delivering End-to-End Autonomous Finance Solution for Accounts Payable

GlobeNewswire
by GlobeNewswire0
Native functionality saves time, enhances security, and optimizes cash flow for customers from invoice to payment Vic.ai, the leading AI autonomous finance platform, announced the launch of Vic.ai Payments to complete its vision of delivering an end-to-end solution for Accounts Payable (AP) teams. Available today for all U.S. customers, Vic.ai......
TeleVet Announces $43 Million Series B on the Heels of Record Growth, Rebrands as Otto
Finance News

TeleVet Announces $43 Million Series B on the Heels of Record Growth, Rebrands as Otto

Business Wire
by Business Wire0
Otto grows customer base to over 8,000 veterinary professionals, inks major investments from Boehringer Ingelheim and Hill’s Pet Nutrition Otto, the leading customer engagement platform for veterinary clinics, announced a $43 million Series B round of equity financing. Existing investors Mercury Fund and Boehringer Ingelheim were joined by new investor......
Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software "Seamless"
Fintech Funding Investment Services News

Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software “Seamless”

PR Newswire
by PR Newswire0
Formidium, a global leader in providing fund technology and back-office solutions, has announced the release of Tax Allocations Module for its fund accounting software “Seamless”. The tax allocations module is a major milestone in redefining and streamlining the process of tax allocations, federal/state returns preparation, tax schedules such as K1s......
Silicon Valley Bank Appoints Head of Global Payments and Head of Global Digital Solutions
Banking News

Silicon Valley Bank Appoints Head of Global Payments and Head of Global Digital Solutions

PR Newswire
by PR Newswire0
New leadership continues SVB’s commitment to best-in-class product solutions Silicon Valley Bank (SVB), a division of First Citizens Bank, announced Martin Murrell has been named Head of Global Payments and Milton Santiago was named Head of Global Digital Solutions. The new leaders will further SVB’s commitment to innovative products, client solutions and exceptional client......
Unchained Reports 170 Percent Growth in Bitcoin Loan Activity in First Half of 2023
Cryptocurrency Finance News

Unchained Reports 170 Percent Growth in Bitcoin Loan Activity in First Half of 2023

Business Wire
by Business Wire0
The firm has sustained tremendous growth across its services despite slow market recovery Unchained, the leader in financial services for bitcoin holders, reported a 170% increase in loans collateralized by bitcoin from Q1 to Q2 2023. The firm also saw an 88% jump in business accounts, 67% in private client......
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