Search Results for: professional services

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Fintech Investment Services News

Envestnet Launches 2020 Advisor Summit On-Demand

Fintech News Desk
by Fintech News Desk0
Envestnet, announced the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet’s unified platform to provide essential advice.......
Quontic Hires Craig Schimelman to Lead Wholesale Mortgage Division
Fintech Mobile Banking News

Quontic Promotes Karen Wood To Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Quontic, the adaptive digital bank, is pleased to announce the promotion of Karen Wood, CMA, CSCA to Chief Financial Officer. As a seasoned banking leader with over 20 years of financial experience, Karen formerly served as Quontic’s Controller for six years and will take over the reins from Don Frain as he begins......
Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital
Capital Markets Fintech Fintech Funding News Risk Management Trading

Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital

Fintech News Desk
by Fintech News Desk0
Derivative Path’s first institutional round will accelerate expansion of cloud-based capital markets technology and services platform Derivative Path, (DPI), a leading capital markets financial technology and services company, announced today that it has secured $35 million in growth equity funding from FTV Capital, a successful investor in innovative, high-growth companies within the......
DENmaar Selects BlueSnap to Offer Mental Health Practitioners & Patients a Hassle-Free Payment Experience
B2C Business Fintech News

DENmaar Selects BlueSnap to Offer Mental Health Practitioners & Patients a Hassle-Free Payment Experience

Fintech News Desk
by Fintech News Desk0
BlueSnap, the All-in-One Payment Solution for Platforms, announced its partnership with DENmaar, a revenue cycle management platform for mental health practices to offer DENpay a secure and fully automated payment solution for collecting patient payments. DENmaar mHealth Solutions provides mental health professionals a full suite of tools and services to......
Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
The World Economic Forum and Chainlink Propose Industry Oracle Standard for Connecting Blockchains and Legacy Systems
Blockchain Fintech News

BSN Integrates Chainlink Oracles, Bringing Real-World Data Into Its IRITA Powered Network

Fintech News Desk
by Fintech News Desk0
Chainlink Oracles Give Users of China’s National Blockchain Services Network Greater Security, Reliability and Interconnectivity China’s recently launched national Blockchain Services Network (BSN) is bringing Chainlink oracle functionality to its network. This key integration will enable governments and enterprises to incorporate validated real-world data into their BSN applications using Chainlink oracles via the IRITA......
Homesnap Launches Access - A New Payment Service Powered By eCommission
Fintech News

Homesnap Launches Access – A New Payment Service Powered By eCommission

Fintech News Desk
by Fintech News Desk0
Homesnap, the market-leading national home search platform that provides a mobile productivity tool for agents and real-time MLS data to consumers, launched a new payment option for real estate agents called Access™ powered by eCommission, the leading provider of working capital to real estate professionals. Access allows real estate agents to pay for Homesnap......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
by Fintech News Desk0
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
K1 Completes Sale of FMG Suite to Aurora
Business Capital Markets Fintech Investment Services News

K1 Completes Sale of FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit during the coronavirus pandemic K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced that it has completed its sale of FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners (“Aurora”).......
Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets
Business Fintech News Risk Management

Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that BR1GHT has been named as its implementation partner for the TeamMate global expert solutions in the Netherlands and the Nordics. The agreement enables BR1GHT to provide implementation services, project management, and product expertise to TeamMate customers in these countries. Read More: Kensho Collaborates with NVIDIA......
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