Search Results for: financial success

M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
by Fintech News Desk0
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
by Fintech News Desk0
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
QNB Bank Welcomes Jeffrey Lehocky as Executive VP, Chief Financial Officer
Banking News

QNB Bank Welcomes Jeffrey Lehocky as Executive VP, Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Jeffrey Lehocky was appointed Executive Vice President and Chief Financial Officer at QNB Bank. In his role, Mr. Lehocky is responsible for the planning, oversight, and management of all accounting, financial, and treasury operations in a manner consistent with the strategic vision and goals of QNB Bank. Previously, he served......
Q2 and CloudKaptan Help Prompt Financial Solutions Drive Growth by Transforming the Lending Experience
Banking Lending News

Q2 and CloudKaptan Help Prompt Financial Solutions Drive Growth by Transforming the Lending Experience

Fintech News Desk
by Fintech News Desk0
Ontario-based digital home lender Prompt Financial Solutions attracts more than 6,000 mortgage brokers and increases loan volume by 20 times and loan size by 10 times Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, has announced Ontario-based digital home lender Prompt Financial Solutions has partnered......
Pure Storage Helps Financial Services Firms Harness the Power of Data to Drive Better Customer Experiences
Finance Fintech News

Pure Storage Helps Financial Services Firms Harness the Power of Data to Drive Better Customer Experiences

Fintech News Desk
by Fintech News Desk0
9 of the top 10 global investment banks, 7 of the top 10 asset management companies, and 5 of the top 10 insurance organizations rely on Pure Storage Pure Storage, the IT pioneer that delivers the world’s most advanced data storage technology and services, announced continued momentum within the financial......
WEFI Successfully Completes Smart Contract Audit and KYC Verfication
DeFi News

WEFI Successfully Completes Smart Contract Audit and KYC Verfication

Fintech News Desk
by Fintech News Desk0
WEFI received certification for their smart contract audit and KYC verification DeFi has been nourishing a growing environment for crypto and decentralized finance projects. There are some drawbacks to being decentralized. It can be a breeding area for scammers, multi-million hacks, fraud, and money laundering. In the same token, anonymous......
Neorbit Financial Ecosystem, A Linking Bridge Between Multiple Blockchains
Blockchain Cryptocurrency News

Neorbit Financial Ecosystem, A Linking Bridge Between Multiple Blockchains

Fintech News Desk
by Fintech News Desk0
Neorbit is an esteemed firm that offers enticing features like staking together with a channel allowing a smooth passage of Smart Chain based tokens from one Blockchain to another The adoption of the internet, Web 3.0, and cryptocurrencies are on the rise. Increased implementation of this tech requires even more......
Tyler Technologies to Acquire Rapid Financial Solutions
Digital Payments Finance News

Tyler Technologies to Acquire Rapid Financial Solutions

Fintech News Desk
by Fintech News Desk0
Acquisition to bolster Tyler’s payments offering for all clients Tyler Technologies, Inc. announced it has signed a definitive agreement to acquire Rapid Financial Solutions (Rapid), a leading provider of reliable, scalable, and secure payments with best-in-class card issuance and digital disbursement capabilities. The purchase price is approximately $68 million in......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Prime Trust Launches the Only All-In-One IRA Solution After Successful Beta Program
Cryptocurrency Fintech News

Prime Trust Launches the Only All-In-One IRA Solution After Successful Beta Program

Fintech News Desk
by Fintech News Desk0
Prime Trust, the leading provider of financial infrastructure for fintech and digital asset innovators, opens its Crypto IRA to the public after a successful beta program launched earlier this year with businesses like SwanBitcoin, Coinbits, The Black Wall Street App & Digital Wallet and OnRamp. The Prime Trust Crypto IRA is the only......
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