Search Results for: finance management

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition
Finance News

B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. a diversified financial services platform, today announced that Lingo Management, LLC (“Lingo”), a B. Riley Principal Investments portfolio company, has completed the acquisition of BullsEye Telecom Inc. (“BullsEye”). BullsEye follows B. Riley’s recent acquisition of Lingo in which the Company increased its ownership interest to 80% on May......
TD Auto Finance Ranks Highest in National Non-Captive Prime Credit Dealer Satisfaction, According to J.D. Power
Banking News

TD Auto Finance Ranks Highest in National Non-Captive Prime Credit Dealer Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
TD Auto Finance, a division of TD Bank, N.A., received the highest ranking in Dealer Satisfaction among National Non-Captive Lenders with Prime Credit, according to the J.D. Power 2022 U.S. Dealer Financing Satisfaction StudySM. Latest Fintech News: TVCoins Successfully Completes $10Million Seed Funding Capital Raise TD Auto Finance achieved an overall......
Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance
Finance News

Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance

Fintech News Desk
by Fintech News Desk0
Yieldstreet, a leading digital alternative investment platform, today announced its partnership with Collaborative WIM, a global alliance of CFA Societies, FPA Chapters, and industry groups created to further diversity, inclusion, and the advancement of female leaders of all backgrounds. This partnership furthers both Collaborative WIM’s and Yieldstreet’s shared goals of providing......
Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management
Commerce News

Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management

Fintech News Desk
by Fintech News Desk0
New Platform Feature Allows Specialty Brands to Incentivize, Track and Reward Prosumers Quivers, the leading commerce platform for specialty brands and retailers, announced the addition of Ambassador Relationship Management (ARM) an update to Quivers’ Collaborative Sales that allows brands to track the impact and return on investment (ROI) of ambassadors,......
Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform
Digital Payments Finance News

Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform

Fintech News Desk
by Fintech News Desk0
Addition of Defero’s Consumer-Focused Credit Scoring Platform Further Differentiates Axo as the Broker-of-Choice in the Nordics Axo AS (“Axo”), a leading distributor of personal finance products in the Nordic region and portfolio company of Corsair, a leading private equity firm targeting payments, software and business services investments in the financial......
Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity
News Risk Management

Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity

Fintech News Desk
by Fintech News Desk0
Automated document analysis and custom dashboards simplify evidence review and vendor management Prevalent, Inc., the company that takes the pain out of third-party risk management (TPRM), announced the latest release of its Third-Party Risk Management Platform. Version 3.28 introduces automated document analysis and custom dashboards to speed and simplify evidence review......
Legado Acquires Consumer and B2B Bill Management Technology From WonderBill
B2B News

Legado Acquires Consumer and B2B Bill Management Technology From WonderBill

Fintech News Desk
by Fintech News Desk0
Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill. Launched in 2016, London-based WonderBill allowed consumers to manage all their household bills and subscriptions. The company was backed by Shell Ventures, Shell’s corporate venture capital arm. “We’ve got the backing of some of......
Acquia Announces New Digital Asset Management (DAM) Integration With Drupal
Uncategorized

Acquia Announces New Digital Asset Management (DAM) Integration With Drupal

Fintech News Desk
by Fintech News Desk0
Accelerates time-to-market for content authors, enabling brands to achieve consistency, reduce risk, and increase operational efficiency Acquia announced a new Drupal integration with the company’s digital asset management (DAM) solution, Acquia DAM (previously Widen DAM), aimed at speeding time-to-market for content. Using the open source integration, content authors can now leverage Acquia......
Strive Asset Management Attracts Executives From State Street, Pickering Energy Partners, and the U.S. Securities & Exchange Commission
Digital Asset Management News

Strive Asset Management Attracts Executives From State Street, Pickering Energy Partners, and the US Securities & Exchange Commission

Fintech News Desk
by Fintech News Desk0
Asset manager focused on excellence over politics expands senior team ahead of first ETF launch Strive Asset Management (“Strive”) announces key hires to advance its mission and refocus corporate America on excellence over politics. Strive’s growing team now includes two senior sales executives from State Street Global Advisors, Joyce Rosely and......
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