Search Results for: dealer experience

AutoFi Closes $85 Million in Funding to Accelerate Growth
Commerce News

AutoFi Closes $85 Million in Funding to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Funding Round Supports Further Expansion and Solidifies AutoFi’s Leading Position in the Changing Landscape of Automotive Retail AutoFi, the leading commerce platform for digital automotive sales and financing, announced it has closed $85 million in funding valuing the company at nearly $700 million. “We are humbled to have some of......
Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform
Finance News

Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform

Fintech News Desk
by Fintech News Desk0
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Sergio Kindler, an independent financial advisor with $190 million in total client assets, from LPL Financial. Mr.......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics
Analytics Finance News

The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics

Fintech News Desk
by Fintech News Desk0
The Financial Services Network (The Network) is delighted to announce that Joel Gourdin has joined their team as the newly minted Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics The Financial......
Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021
Cryptocurrency News Security

Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021

Fintech News Desk
by Fintech News Desk0
Increase in SPAC and Cryptocurrency Class Actions, Decrease in M&A Class Actions The number of global class action securities litigation settlements increased a whopping 50% in 2021 with total settlements reaching more than $3 billion, according to the recently released third annual Broadridge Class Action Report, from global Fintech leader, Broadridge Financial......
TradeZero Announces Regulatory Approval for Retail Equity and Options Trading in Canada
Investment Services News Trading

TradeZero Announces Regulatory Approval for Retail Equity and Options Trading in Canada

Fintech News Desk
by Fintech News Desk0
TradeZero Holding Corp., which operates broker-dealer subsidiaries that provide next-generation online trading platforms for active retail traders, announced that TradeZero’s Canadian subsidiary, TradeZero Securities Canada ULC, was admitted as a dealer-member of the Investment Industry Regulatory Organization of Canada and is approved to offer equity and options trading on US......
Amalgamated Bank and Almika Announce New Investment in Clean Energy Platform
Investment Services News

Amalgamated Bank and Almika Announce New Investment in Clean Energy Platform

Fintech News Desk
by Fintech News Desk0
Marks major expansion and horizontal integration in the utility and decentralized renewable space Almika Renewable Finance, a rapidly growing renewable energy platform, announced the launch of a new suite of financial services focusing on the residential solar and energy storage market with the financial backing of Amalgamated Bank. Almika offers......
Abrigo Integrates with RouteOne
Lending News

Abrigo Integrates with RouteOne

Fintech News Desk
by Fintech News Desk0
Abrigo, the leader of compliance, credit risk, and lending solutions for financial institutions, announced its integration with RouteOne, a leader in the indirect auto financing space. The integration will ensure community financial institutions can create a streamlined and efficient buying experience for their customers at an auto dealership. RouteOne’s indirect......
Customers Bank Launches Financial Institutions Banking Group
Banking Fintech News

Customers Bank Launches Financial Institutions Banking Group

Fintech News Desk
by Fintech News Desk0
Customers Bank, a digital and fintech-forward top 100 bank in the nation with nearly $20 billion in assets, announced it launched a Financial Institutions Group (FIG) serving Securities Broker Dealers, Future Commissions Merchants, Market Makers and Liquidity Providers, Insurance companies, Trust companies and broader Financial Institutions. Brandon Troster was hired......
Fundviews Capital LLC announced today the launch of Fundviews Digital, bringing their end-to-end service to Digital Asset Managers
Digital Asset Management News

Fundviews Capital Llc Announced The Launch Of Fundviews Digital, Bringing Their End-to-end Service To Digital Asset Managers

Fintech News Desk
by Fintech News Desk0
Fundviews Capital’s Fund Management Platform provides wealth managers and asset managers with a solution to outsource the legal structure, back office, marketing, and compliance aspects of fund management. Using the Fundviews Capital platform, you can launch a fund in as little as 3 weeks, for a fraction of the usual......
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