Search Results for: advisor marketing

Levitate and HawkSoft Launch Two-Way API Integration Between Platforms
InsurTech News

Levitate and HawkSoft Launch Two-Way API Integration Between Platforms

Fintech News Desk
New read-write capabilities will allow independent insurance agents to build & nurture relationships more seamlessly. Levitate and HawkSoft are proud to announce the second major milestone in their partnership – the launch of their two-way API integration for users of both platforms. This highly-anticipated update to the existing read-only integration allows Levitate to......
Société Générale is the Latest Global Bank to Join Broadridge’s Distributed Ledger Repo Platform
Finance News

Novo Hires Marc Karasu as EVP of Brand

Fintech News Desk
Former marketing executive for Betterment, Ellevest, and Clarity Money joins Novo to lead brand marketing initiatives Novo, the powerfully simple financial platform for small businesses, today announced that Marc Karasu has joined the company as EVP of Brand. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as New......
Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership
InsurTech News

Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership

Fintech News Desk
The Simplicity Group (“Simplicity”) announced the acquisition of Element Insurance Partners (“Element”), an independent insurance brokerage agency based in Omaha, Nebraska. With this deal, Simplicity’s 38th acquisition, Simplicity welcomes Troy Woods as a partner. Mr. Woods will continue to manage the day-to-day business operations of Element, while transitioning to the Simplicity brand. Latest......
Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance
InsurTech News

Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance

Fintech News Desk
Denver-based IMO will benefit from the security, scalability and resources that Integrity partnership provides as it works to serve the complex financial needs of more Americans Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Therorna completes Series A Financing to Accelerate Pipeline Development and Clinical Transformation of circRNA-based platform
Finance News

Therorna completes Series A Financing to Accelerate Pipeline Development and Clinical Transformation of circRNA-based platform

Fintech News Desk
Therorna Inc., a China-based biotech company specialized in the development of cutting-edge circular RNA (or circRNA) technology-based new vaccines and therapies, announced the completion of a US$42 million Series A financing round. The round was co-led by a well-known industrial investment firm and MSA Capital, with participation from Sherpa Healthcare Partners, 3H Health......
The FinOps Foundation Announces Fidelity Investments as a Premier Member
Fintech News

The FinOps Foundation Announces Fidelity Investments as a Premier Member

Fintech News Desk
Fidelity Joins Other Prominent Foundation Members at Inaugural FinOps X Summit to Educate and Drive Momentum for FinOps Ecosystem The FinOps Foundation, a part of The Linux Foundation’s non-profit technology consortium and focused on advancing the people and practice of cloud financial management, announced today at the inaugural FinOps X Conference in Austin,......
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Investments News

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

Fintech News Desk
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced that Mick Manning has joined the company as managing director, head of capital markets to facilitate the strategic addition of a new broker-dealer enterprise to support the distribution effort for the company’s real estate and 1031 exchange platforms. Latest......
Lincoln International Adds Tosh Dhanalal as Managing Director
Banking News

Lincoln International Adds Tosh Dhanalal as Managing Director

Fintech News Desk
Further Bolsters Firm’s Global Consumer Advisory Expertise Lincoln International, a leading global investment banking advisory firm, is pleased to announce the addition of Tosh Dhanalal as a Managing Director in the firm’s Consumer Group in Los Angeles. Tosh’s extensive expertise with multichannel brands and retailers in the home furnishings and......
NFT Liquidity Engine Astaria Announces $8 Million Seed Round
Cryptocurrency Finance News

NFT Liquidity Engine Astaria Announces $8 Million Seed Round

Fintech News Desk
 Astaria an NFT lending platform unlocking instant liquidity, has announced today the close of an $8 million seed round from leading venture capital and angel investors. Latest Fintech News: HashCash Offers Crypto Exchange Software to a Brazilian Financial Powerhouse Venture investors include True Ventures, Arrington Capital, Ethereal Ventures, Wintermute, Genesis Trading, LedgerPrime, Hypersphere Ventures,......
HashCash Offers Crypto Exchange Software to a Brazilian Financial Powerhouse
Cryptocurrency News

HashCash Offers Crypto Exchange Software to a Brazilian Financial Powerhouse

Fintech News Desk
The US-based blockchain specialist offered its white label crypto exchange solution to a major financial services institution venturing into crypto trading services in Brazil. HashCash Consultants makes its foray into the rapidly growing Latam crypto community, starting off with a strategic partnership with a prominent financial services provider in Brazil. The......
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