Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
A new Visa debit card from European neobroker Bitpanda launched this week. Combining Contis’ unique “zero-balance” Buffer technology with Bitpanda’s European-wide, multi-service platform has created one of the most powerful multi-asset propositions available – the Bitpanda Card. New ‘zero balance’ technology removes the need to liquidate assets before spending. Any digital assets a......
The fintech start-up just secured $1,166,400 in funding through the FrontFundr equity crowdfunding portal Hardbacon has secured $1,166,400 in funding from over 800 investors through the FrontFundr equity crowd funding portal. The company has thus reached 233% of its $500,000 fundraising goal. The company, which markets a personal finance application, has......
WEX, a leading financial technology service provider, further solidified its leadership position in 2020 in terms of growth and services across its Health division. Read More: A Few of the ”Hottest” UK Fintech Startups! “Our shared mission of simplifying benefits for everyone is fueled by our ongoing commitment to investing in......
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Global fintech leader completes industry’s first system-wide immutable platform for scalable, low-cost cross-border investing Parkside, a global stock trading and clearing platform for brokerages and digital banks, announced completion of its $24 million Series A financing. Shanghai, China-based Enlight Growth Partners (“EGP”) led the round, which included existing investors Mubadala......
Apex Clearing Holdings LLC (“Apex” or the “Company”), the fintech for fintechs powering innovation and the future of digital wealth management, and Northern Star Investment Corp. II (“Northern Star”) (NYSE: NSTB), a publicly traded special purpose acquisition company, today announced that they have entered into a definitive merger agreement. As......
LiquidX, the global network for working capital trade finance and insurance, today announced the appointment of Alex Bursak as Director and Regional Head of Insurance for the Asia Pacific (APAC) region, based in Singapore. In the role, Bursak will accelerate LiquidX’s strategic expansion in Asia as well as in the......
Marble, the first digital wallet and loyalty platform for insurance, announced $2.5 million in seed round funding. Marble’s investors include IA Capital Group, MS&AD Ventures, Reciprocal Ventures, Fintech Ventures Fund, The Takoma Group, and HU Investments. Read More: NYMBUS Introduces Industry Advisory Board Marble, founded and launched in private beta......