Search Results for: Financial Advisor

One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital
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One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital

Fintech News Desk
by Fintech News Desk0
One, the new digital banking platform focused on improving the financial health and well-being of the middle class, announced that Barbara Yastine, former Chair and CEO of Ally Bank, has been added to One’s board of directors, along with Jay Shah, the President of Personal Capital. Michael Costigan, a former executive with Aspiration, has also joined......
WeGift Closes $12 Million Series A+ Round to Accelerate Growth of Digital Payouts Platform
B2B Digital Fintech News

WeGift Closes $12 Million Series A+ Round to Accelerate Growth of Digital Payouts Platform

Fintech News Desk
by Fintech News Desk0
Commerzbank-backed VC Fund CommerzVentures Joins Round, Strengthening FinTech Ties WeGift closes additional financing in $12 million funding round and welcomes new investor CommerzVentures, the FinTech-focused venture capital fund backed by Commerzbank. CommerzVentures joins existing investors, AlbionVC, who led the fundraise, as well as Stride.VC, SAP.iO Fund, and Unilever Ventures. WeGift has already captured significant market share in the B2B......
Net Purpose Joins Investment Association’s FinTech Accelerator
Fintech Investment Services News

Net Purpose Joins Investment Association’s FinTech Accelerator

Fintech News Desk
by Fintech News Desk0
Net Purpose, a global impact data provider for responsible, sustainable and impact investors, has been chosen to take part in the Investment Association’s FinTech hub, IA Engine. The six-month accelerator programme aims to connect innovative FinTech companies with forward-looking investment managers and to spur industry transformation. The programme was established......
PSECU Announces Organizational Realignment, New Executive Leadership Team
Fintech News Risk Management

PSECU Announces Organizational Realignment, New Executive Leadership Team

Fintech News Desk
by Fintech News Desk0
PSECU, Pennsylvania’s anytime, anywhere digital credit union, announced plans for an upcoming organizational realignment and named the members of its new Executive Leadership Team. “Following months of extensive review in conjunction with external consultants, PSECU is excited to share our organizational realignment plans,” said PSECU President and CEO George Rudolph.......
Canadian Fintech Hardbacon Secures $1.1 Million in Funding
Fintech News

Canadian Fintech Hardbacon Secures $1.1 Million in Funding

Fintech News Desk
by Fintech News Desk0
The fintech start-up just secured $1,166,400 in funding through the FrontFundr equity crowdfunding portal Hardbacon has secured $1,166,400 in funding from over 800 investors through the FrontFundr equity crowd funding portal. The company has thus reached 233% of its $500,000 fundraising goal. The company, which markets a personal finance application, has......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
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FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
Wolters Kluwer Introduces Finsit To The UK
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Wolters Kluwer Introduces Finsit To The UK

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax and Accounting UK today launches finsit, its cloud-based financial insights platform to its CCH OneClick customers in the UK. While the shift to advisory has been in place for some time, the uncertainty brought on by external factors has heightened the demand for sound financial advice from......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
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Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals

Fintech News Desk
by Fintech News Desk0
Machine Learning-Powered Bookkeeping Leader to Supercharge the Accounting Industry’s Success by Dedicating Their Offering to Accounting Firms Botkeeper, a leading Machine Learning-powered bookkeeping solution, is turning the accounting industry on its ear in 2021. The “service as a software” pioneer that has provided both a direct to SMB and wholesale solution......
International Payments Executive Barry Rodrigues Joins First American Board
B2B B2C Business Fintech InsurTech Investment Services News

International Payments Executive Barry Rodrigues Joins First American Board

Fintech News Desk
by Fintech News Desk0
Company expands leadership team with addition of senior executive First American Payment Systems today announced the appointment of Barry Rodrigues to its Board of Directors. Rodrigues, a proven global business builder and senior digital payments executive, joins an esteemed group of private equity investors and financial services leaders who hold......
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