Search Results for: Financial Advisor

Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Banking Capital Markets Investment Services News

Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking

Fintech News Desk
by Fintech News Desk0
MUFG Union Bank today announced that Rob Swanson has joined as Managing Director, Northern California Market President. Based in the Bay Area, Swanson reports to Bita Ardalan, Head of Commercial Banking for Union Bank. Read More: OWNR Announces Its Cryptocurrency Wallet Turns Into A Wholesome Ecosystem In his role, Swanson......
Tipalti Grows Revenue by More Than 85%, Increases Annualized Transactions to More Than $18 Billion
Business Fintech News

Tipalti Grows Revenue by More Than 85%, Increases Annualized Transactions to More Than $18 Billion

Fintech News Desk
by Fintech News Desk0
B2B fintech with $2 billion+ valuation accelerates employee growth, adds new executives Tipalti, the leading global payables automation platform, announced it grew its revenue by over 85% in Q4 2020 relative to Q4 2019. Tipalti continued its rapid growth surpassing $18 billion in annualized transactions in the second half of......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Zelros Raises $11 Million in Series A Funding to Bring AI-Powered Responsible Insurance Distribution to North America
Artificial Intelligence Business Fintech Fintech Funding InsurTech News

Zelros Raises $11 Million in Series A Funding to Bring AI-Powered Responsible Insurance Distribution to North America

Fintech News Desk
by Fintech News Desk0
Zelros, the industry’s first AI-driven platform dedicated to advancing insurance distribution, today announced the successful close of an $11 Million Series A financing round, bringing the company’s total funding to date to $16.5M. Silicon Valley-based BGV led the round with new participation from ISAI Cap Venture and Plug and Play.......
SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officer
Business Fintech News

SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Lafeer is the Former Chief Architect at Silicon Valley Bank and CTO of Capital One Labs SmartAsset, an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions, today announced the expansion of its executive suite with the hire of Firoze Lafeer as Chief Technology......
Firm Value Democratizes Access to Private Capital Partners
Capital Markets Fintech Fintech Funding Investment Services News

Firm Value Democratizes Access to Private Capital Partners

Fintech News Desk
by Fintech News Desk0
Firm Value, a free capital networking platform built for U.S. businesses, investors, and advisors, is excited to announce its March 15th launch. The company has set out with one mission: to help the U.S. small and lower middle market business ecosystem open the door to greater access and value. Members......
BeSmartee Secures Strategic Growth Investment From M33 Growth
Fintech InsurTech Investment Services News Risk Management

BeSmartee Secures Strategic Growth Investment From M33 Growth

Fintech News Desk
by Fintech News Desk0
The investment will be used to continue accelerating growth, driving customer success and fueling product innovation for the digital mortgage software provider. BeSmartee, leading software provider and founder of modern digital mortgage platforms for financial institutions, announced today that it has secured a strategic growth investment from M33 Growth, a......
Luma Partners with Insurance Technologies to Bring Annuities Solution to Market
Fintech InsurTech Investment Services News Risk Management

Luma Partners with Insurance Technologies to Bring Annuities Solution to Market

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market. Read More:  2021 – The......
Kingland Partners With Abry; Significant Growth On The Horizon
Artificial Intelligence Banking Business Fintech InsurTech Investment Services News Risk Management

Kingland Partners With Abry; Significant Growth On The Horizon

Fintech News Desk
by Fintech News Desk0
Kingland Systems (“Kingland”), a leading provider of enterprise data software, announced today the completion of a strategic partnership and minority investment with Abry Partners. The investment and partnership will support continued growth and expansion of Kingland’s software solutions. Houlihan Lokey was the exclusive advisor to Kingland on the investment. Read......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
1