Search Results for: financial management

AngelList Joins Layer2 Financial Network to Streamline Digital Asset Investments
Digital Payments News

AngelList Joins Layer2 Financial Network to Streamline Digital Asset Investments

PR Newswire
by PR Newswire0
Layer2 Financial, a cross-border payments provider, is pleased to announce their partnership with AngelList, a leading private markets platform that powers the startup economy. This collaboration enables AngelList to instantly accept and settle cross-border investments in the form of digital assets into venture funds, further accelerating innovation within the industry. As......
Ascend to Serve as a Financial Operations Automation Platform for Acrisure
Fintech News

Ascend to Serve as a Financial Operations Automation Platform for Acrisure

PR Newswire
by PR Newswire0
Ascend announced that Acrisure, the global Fintech leader, will leverage its premier financial operations automation platform. Initially, Acrisure will leverage Ascend to streamline billing, financing, and carrier payable workflows within its small commercial lines accounts. Ascend’s cutting-edge platform features comprehensive automation of accounts receivable and accounts payable workflows within the......
Vitamin's Financial Services Portfolio Continues to Grow with Addition of KlariVis SaaS Product
Banking News

Vitamin’s Financial Services Portfolio Continues to Grow with Addition of KlariVis SaaS Product

PR Newswire
by PR Newswire0
– Data Analytics Company Taps Vitamin For Website Overhaul + Hosting Vitamin, a leading digital-first integrated marketing agency celebrating its 20th anniversary, recently completed a website overhaul for KlariVis, a rapidly-growing SaaS provider. KlariVis continues to experience substantial year-over-year client growth, emphasizing its significant impact on the community banking industry. Created by veteran......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
HRC Financial Group Secures New Partnership to Distribute Two Credit Funds
Finance Fintech News

HRC Financial Group Secures New Partnership to Distribute Two Credit Funds

Business Wire
by Business Wire0
HRC Financial Group (“HRC”), a specialist in the creation and marketing of registered investment companies, separately managed accounts and alternative investments that meet investors’ unfulfilled or underserved needs, announced today a partnership with Sierra Crest Investment Management, a credit-focused subsidiary of BC Partners, a leading global investment firm, and Mount Logan Management,......
Big Data Featured Fintech Fintech Primers

What Is Fintech Data Management?

Pooja Choudhary
by Pooja Choudhary0
Introduction Processing a wide variety of financial data is at the heart of fintech. Data from multiple sources can be brought together in one place with the help of a unified data architecture. This allows for in-depth analysis and strategic decision-making that takes into account all available information. It reduces......
Featured Fintech Fintech Primers

What Is Financial Technology?

Pooja Choudhary
by Pooja Choudhary0
Visa, Mastercard, PayPal, Stripe, Plaid, Chime, Ripple, NuBank, Paytm, and the list can go on… In the current year, the fintech space is worth an astonishing figure of $179 billion. There are no less than reported 30,000 fintech startups. Feeling like you have heard or read these somewhere? Well, these......
REX Shares Partners with Tuttle Capital Management to Launch T-REX Single-Stock ETFs
Finance Fintech News

REX Shares Partners with Tuttle Capital Management to Launch T-REX Single-Stock ETFs

Business Wire
by Business Wire0
New ETF suite provides astute traders with targeted 200% & -200% exposure to Tesla and NVIDIA T-REX Single-Stock ETFs today debut on the Nasdaq and CBOE, offering targeted 200% and -200% exposure to two of the most widely-traded stocks on the market: Tesla and NVIDIA. Brought to you by REX......
Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management
Digital Payments News

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management

PR Newswire
by PR Newswire0
Expansion of partnership will create new offerings for Corporate Investment Banking (CIB) customers Trovata, the global leader in bank APIs and enterprise cash management, announced it has launched two new solutions with J.P. Morgan Payments: J.P. Morgan Treasury Workstation and J.P. Morgan Multibank Reporting, both powered by Trovata. The two......
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