Search Results for: financial management

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management
Investment Services News

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management

PR Newswire
by PR Newswire0
Appointment Further Positions Leading Investment Analytics Firm for Growth FinMason, a leading financial technology, investment data and analytics firm, has appointed business development executive Samantha Foerster, Global Head of Business Development and Relationship Management to build on FinMason’s significant recent growth. Foerster is responsible for deepening relationships with existing clients, building......
Compliance.ai Introduces Enterprise Edition; Regulatory Compliance and Risk Management Solution for Internal Policies, Procedures and Controls
News Risk Management

Compliance.ai Introduces Enterprise Edition; Regulatory Compliance and Risk Management Solution for Internal Policies, Procedures and Controls

PR Newswire
by PR Newswire0
“BYOC” capabilities and role-specific dashboards change the game for compliance professionals. Compliance.ai, the company with an award-winning regulatory compliance and risk management solution, announced its Enterprise Edition. This new offering gives compliance teams the ability to ensure compliance by proactively tracking, reacting and reporting on impactful regulations and requirements across......
Coinbase Announces Date of Third Quarter 2023 Financial Results
Cryptocurrency Digital Asset Management Finance

Coinbase Announces Date of Third Quarter 2023 Financial Results

Business Wire
by Business Wire0
Coinbase Global, Inc. (the “Company” or “Coinbase”) announced today that it will publish its third quarter 2023 shareholder letter, including financial results, on its Investor Relations website at investor.coinbase.com on Thursday, November 2, 2023, after market close. The Company will hold a question and answer session to discuss its financial results at......
Sensedia Shares Navigating Complex Internal and External Fintech Ecosystems through API Management
Fintech News

Sensedia Shares Navigating Complex Internal and External Fintech Ecosystems through API Management

PR Newswire
by PR Newswire0
Sensedia, a global API solutions leader for companies adopting a more digital, connected, and open strategy, released an article on how fintechs can navigate the ever-increasing complexity of internal and external ecosystems through API management. According to Filipe Torqueto, Sensedia’s head of US solutions, “Strategies for managing internal and external......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
ACAMS Launches AFC Academy to Provide Tailored Training to Banks and Other Financial Services Providers
News Risk Management

ACAMS Launches AFC Academy to Provide Tailored Training to Banks and Other Financial Services Providers

PR Newswire
by PR Newswire0
The new initiative provides enterprise training solutions, with options to choose between ground-up development or program enhancement Regulators are demanding that financial institutions have effective anti-financial crime (AFC) programs in place, and effectiveness requires implementing an ongoing AFC training program that is robust and tailored to the specific risks an institution......
Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the U.S.
Finance Investment Services News

Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the US

PR Newswire
by PR Newswire0
Enhanced tier empowers people to manage their money through all of life’s stages with addition of a debit card and financial education app for kids, free life insurance, a complimentary will and more Marking Financial Planning Month in October, Acorns, a savings and investing app, announced a new Premium Tier focused......
Holley Announces $25 Million Debt Paydown in Line With Stated Financial Priorities
Fintech Lending News

Holley Announces $25 Million Debt Paydown in Line With Stated Financial Priorities

Business Wire
by Business Wire0
Holley committed to using strong free cash flow to continue deleveraging the balance sheet Holley, the leading consumer platform for automotive performance enthusiasts, announced it paid down $25 million in principal against its first lien term loan facility. Accretive to earnings, the paydown aligns with leadership’s commitment to reduce leverage against Holley’s......
Camino Financial and Fundation Merge to Form Full Spectrum Small Business Lender
Investment Services Lending News

Camino Financial and Fundation Merge to Form Full Spectrum Small Business Lender

PR Newswire
by PR Newswire0
The joint entity will be one of the few multi-channel financing platforms offering credit solutions tailored to all stages of small business growth Camino Financial and Fundation will combine to create a new, full spectrum SMB lender providing credit solutions to fund the growth of small businesses. Camino Financial, a......
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