Search Results for: Principal

Forrester: Over Half Of US Customers Have Minimal Trust In Their Financial Services Providers
Investment Services News

Forrester: Over Half Of US Customers Have Minimal Trust In Their Financial Services Providers

Fintech News Desk
Forrester’s Financial Services Customer Trust Index helps providers assess and build customer trust to accelerate revenue growth According to Forrester’s Financial Services Customer Trust Index rankings, over 50% of US customers have low trust in financial services providers across the banking, credit card, insurance, and investment industries. These firms are unsure of......
Blockchain News

Leading Blockchain Intelligence Company TRM Labs Announces $70 Million Series B Expansion Led By Thoma Bravo

Fintech News Desk
TRM Labs, a leading blockchain intelligence company, has announced a $70 million expansion to the company’s Series B funding round, bringing the raise to $130 million in total. The investment was led by Thoma Bravo, a leading software investment firm, with participation from Goldman Sachs and previous TRM investors including......
Heightened Competition and Consumer Expectations Driving Changes in Banking, Finance and Insurance
Analytics Banking News

Heightened Competition and Consumer Expectations Driving Changes in Banking, Finance and Insurance

Fintech News Desk
Increasing competition in the banking, financial services and insurance (BFSI) industry is driving enterprises to improve customer engagement and experience, say experts with Information Services Group (ISG), a leading global technology research and advisory firm, appearing at an upcoming ISG event. “Customers expect their BFSI institutions to meet them wherever......
Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners
Finance Investment Services News

Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners

Fintech News Desk
Firm sought partner to invest in and amplify growth trajectory Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced the acquisition of WealthPartners located in Ridgeland, Mississippi. “Our firm has reached an inflection point in growth, and a relationship with Bluespring Wealth Partners was the......
Blockchain News

WonderFi Completes Acquisition Of Blockchain Foundry

Fintech News Desk
Blockchain Foundry Inc. (“BCF” or the “Company”), a leading North American blockchain development firm, is pleased to announce that the Company has closed its previously announced plan of arrangement under the Business Corporations Act (British Columbia), pursuant to which WonderFi Technologies Inc. acquired all of the issued and outstanding common......
Cornell Capital and TorQuest Partners Announce Investment in S.i. Systems
Investment Services News

Cornell Capital and TorQuest Partners Announce Investment in S.i. Systems

Fintech News Desk
Positions Tech-Enabled IT Staffing Leader to Further Enhance Proprietary and Differentiated Capabilities to Support Clients in Competitive and Evolving Talent Market Cornell Capital LLC, a private equity firm based in New York and Hong Kong, and TorQuest Partners, one of Canada’s leading private equity firms, announced that they have completed......
Deloitte Collaborates With AWS to Put Enterprise-Class Banking Solutions in the Hands of Consumers Faster
Banking News

Deloitte Collaborates With AWS to Put Enterprise-Class Banking Solutions in the Hands of Consumers Faster

Fintech News Desk
Deloitte’s ConvergePROSPERITY BankingSuite on AWS helps customers including Western Union meet customer demand for new digital banking services To help financial institutions meet the growing demands of consumers and small businesses, and to expedite the launch of digital-first banking services, Deloitte announced a multi-year co-investment and engineering collaboration with Amazon......
Cover Genius Raises $70 Million in Series D Funding to Further Expand Embedded Business Model
InsurTech News

Cover Genius Raises $70 Million in Series D Funding to Further Expand Embedded Business Model

Fintech News Desk
Raise led by Dawn Capital, with strong participation from new and existing investors Atlas Merchant Capital, GSquared and King River Capital Cover Genius, the global insurtech for embedded insurance, announced it has raised $70M USD in Series D funding in a round led by Dawn Capital, with participation from new......
Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities
Fintech Investments News

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities

Fintech News Desk
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital, the global fintech platform driving access to alternative investments for the wealth management......
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
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......
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