Search Results for: lease management

Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients
Banking News

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients

Fintech News Desk
Using their HSBC business cards, joint customers will be able to simplify essential processes Extend, a leading virtual card and spend management platform, announced a partnership with HSBC, one of the world’s largest banking and financial services organizations. HSBC will offer Extend solutions to its commercial card clients in the......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
OrBit Markets and Flowdesk Announce Partnership to Develop Treasury Management Solutions
Cryptocurrency Fintech News

OrBit Markets and Flowdesk Announce Partnership to Develop Treasury Management Solutions

Fintech News Desk
OrBit Markets, the leading institutional liquidity provider in digital asset options and structured products, announced a strategic partnership with Flowdesk, a provider of trading infrastructure for market-making and other crypto financial services. Latest Fintech News: RSM and Vic.ai Partner to Help Enterprises Revolutionize the Accounting Process After a rapid growth over......
FINBOA Releases Treasury Onboarding Software for Financial Institutions
Fintech News

FINBOA Releases Treasury Onboarding Software for Financial Institutions

Fintech News Desk
New SaaS solution digitizes and modernizes Treasury services to enable growth FINBOA,., a leading innovator in intelligent process automation software for financial institutions, announced the release of its Treasury Onboarding SaaS solution.  This software modernizes and digitizes the commercial and treasury services application process in addition to maintenance, annual review......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform
Cryptocurrency Finance News

Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform

Fintech News Desk
Collaboration helps credit unions and community banks better serve their 200m+ customers with self-directed investing wealth management services Unifimoney Inc. announced a collaboration with Gemini Trust Company that enables Credit Unions and Community Banks to trade over 80 cryptocurrencies. The offering is provided through Unifimoney’s turnkey crypto and digital wealth management......
CAR IQ Partners with Verra Mobility to Offer Fleet Customers a Complete Toll Management and Payment Solution
Digital Payments Finance News

CAR IQ Partners with Verra Mobility to Offer Fleet Customers a Complete Toll Management and Payment Solution

Fintech News Desk
Car IQ Inc., a leading provider of vehicle payment solutions, announced a partnership with Verra Mobility, a leading provider of toll management and smart mobility technology solutions, that will expand the company’s current offerings beyond fuel payments to provide fleet customers with a complete toll payment suite. Car IQ’s partnership with Verra......
Billtrust Releases 2022-23 Gen Z and Digital Payments Study
Digital Payments News

Billtrust Releases 2022-23 Gen Z and Digital Payments Study

Fintech News Desk
Research Analyzes How Gen Z’s Demand for Speed and Relationship with Debt Continues to Impact Payments A new study released by B2B accounts receivable automation and integrated payments leader Billtrust examines Generation Z – those born between 1997 and 2012 – and their evolving views and behaviors when it comes to digital......
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