Search Results for: Wealth Advisory

MAPay to Create First 100 Million NFTs for Digital Health Records on the Algorand Blockchain
Digital Payments News

MAPay to Create First 100 Million NFTs for Digital Health Records on the Algorand Blockchain

Fintech News Desk
Built on Algorand, and in partnership with the Government of Maharashtra in India, NFT technology will be used for storing personal health data for the first time MAPay, a global healthcare technology firm with a focus on decentralized payment networks, unveiled its partnership with the Ministry of Public Health and Family......
Broadridge and IntraFi Partner to Offer Securities-Based Lending
Lending News

Broadridge and IntraFi Partner to Offer Securities-Based Lending

Fintech News Desk
Partnership provides IntraFi’s 3,000 network members access to Broadridge’s best-in-class SBL technology and participation in its Wealth Lending Network Amid an increased demand for wealth lending generally and securities-based lending (SBL) specifically, global Fintech leader, Broadridge Financial Solutions, Inc. announced a partnership with IntraFi to offer a streamlined securities-based lending service for......
Payfare Announces Significant Milestone of One Million Active Users
Digital Payments Fintech News

Payfare Announces Significant Milestone of One Million Active Users

Fintech News Desk
Payfare Inc., a leading fintech powering instant payout and digital banking solutions for the gig workforce, announced a significant milestone with the achievement of one million active users. This represents growth of approximately 79,318 active users (+9%) over September 30, 2022 and 488,228 active users (+95%) over December 31, 2021. Payfare’s active......
FBE and Eastern Bank Announce the Merger of FBE with Mill Cities Community Investments
Banking Finance News

FBE and Eastern Bank Announce the Merger of FBE with Mill Cities Community Investments

Fintech News Desk
The Foundation for Business Equity completes planned spin-off from Eastern Bank, and joins forces with Mill Cities Community Investments for its next phase of impact Eastern Bank and the Foundation for Business Equity (FBE), an award-winning Boston-based nonprofit organization working to scale small businesses of color, are pleased to announce the merger of FBE with Mill Cities......
ZEBEDEE and MoonPay Bring Credit Card Top Ups to Bitcoin Gaming in Over 100 Countries
Digital Payments Fintech News

ZEBEDEE and MoonPay Bring Credit Card Top Ups to Bitcoin Gaming in Over 100 Countries

Fintech News Desk
Gaming-focused FinTech and leading web3 infrastructure provider partner to expand payments methods in the ZEBEDEE app ZEBEDEE, the leading FinTech and next-generation payment processor for the gaming industry, and MoonPay, the leading web3 infrastructure provider, announced an expanded integration of MoonPay’s services in the ZEBEDEE app, allowing gamers in over 100......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
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