Search Results for: Finance 360

Advisor360° Welcomes New Chief Financial Officer Saša Zorović
Fintech News

Advisor360° Welcomes New Chief Financial Officer Saša Zorović

Fintech News Desk
Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer (CFO). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level “His fintech expertise and entrepreneurial acumen make him......
Monetize360 Updates Billing Analytics With Industry-First Features and Functionality
Fintech News

Monetize360 Updates Billing Analytics With Industry-First Features and Functionality

Fintech News Desk
Powerful No-Code Platform Empowers CFOs and Finance Leaders to Analyze and Manage Bank Fees Monetize360, the company simplifying pricing, billing, and financial analysis via no-code platforms, released a new version of Billing Analytics, previously known as Bankgraph. With the company’s Billing Analytics offering, CFOs and treasurers are able to visualize......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
Codat Announces Partnership with Intuit to Speed QuickBooks App Development And Catalyze New Wave of Open Finance
Fintech News

Codat Announces Partnership with Intuit to Speed QuickBooks App Development And Catalyze New Wave of Open Finance

Fintech News Desk
Codat, the universal API for small business data that enables software providers and financial institutions to build integrated products for their small business customers, announced an integration partnership with the global technology platform Intuit. This partnership will bring about a new wave of Open Finance for SMBs and speed app......
Vectra Bank Welcomes New Municipal Finance Relationship Manager
Banking News

Vectra Bank Welcomes New Municipal Finance Relationship Manager

Fintech News Desk
Vectra Bank Colorado is pleased to welcome Ryan Morrill to the municipal finance team. Morrill will be filling the role of Municipal Finance Relationship Manager, serving Vectra Bank’s footprint across Colorado and New Mexico. Morrill will collaborate with governmental entities, municipal advisers, bond attorneys, trustees and governmental associations to identify, structure and fund tax-exempt and......
Alviere, a Global Fintech Startup, Raises $70 Million Driven by Company’s Rapid Traction in Embedded Finance
Fintech News Risk Management

Alviere, a Global Fintech Startup, Raises $70 Million Driven by Company’s Rapid Traction in Embedded Finance

Fintech News Desk
Major Consumer Brands Partner With Alviere To Launch Financial Services, Building Profitable New Revenue Streams And Deepening Customer Relationships Alviere, the leading embedded finance platform enabling any brand to deliver financial products and services to its customers and employees, announced that it had raised $70 million of new funding, the......
Allocations Acquires Lumen Advisory & Finance in $2.5 Million Deal
Finance Fintech News

Allocations Acquires Lumen Advisory & Finance in $2.5 Million Deal

Fintech News Desk
 Allocations, the world’s fastest and most powerful private equity and venture capital platform, announced today the acquisition of Salt Lake City-based Lumen Advisory and Finance. The deal, valued at $2.5m in cash and stock, brings Lumen’s accounting automation acumen into Allocations’ expanding suite of accessible private equity capabilities. Allocations acquires Lumen Allocations is......
First Foundation Bank Selects 360factors' Predict360 Compliance Management Solutions
Banking Fintech News

First Foundation Bank Selects 360factors’ Predict360 Compliance Management Solutions

Fintech News Desk
360factors, Inc. announced that First Foundation Bank,, a $7.1B bank headquartered in Dallas, Texas, selected 360factors’ Predict360 risk and compliance intelligence platform to enhance its compliance management, regulatory change management and compliance monitoring and testing programs. “We wanted a modern, easy-to-use compliance solution to more proactively manage regulatory changes and bring additional efficiencies to our......
proxima360
Finance Fintech News

Proxima360 Supercharges Algo Retailing With Adivino Upgrades

Fintech News Desk
Adivino gives retailers an edge with the power of data and AI-driven forecasting   Proxima360, leading consultants and developers of innovative technology for retail operations, announced that its AI-powered financial planning platform Adivino has been enhanced with new features that enable retailers to more easily deploy cash-flow forecasting, sales forecasting and......
MX Launches New Financial Insights APIs to Power Financial Wellness and Accelerate Open Finance
Banking Finance Fintech News

MX Launches New Financial Insights APIs to Power Financial Wellness and Accelerate Open Finance

Fintech News Desk
All organizations — technology companies, financial institutions, fintechs, retailers — can now quickly and securely connect MX financial insight and wellness tools into their current products and offerings MX, the leader in modern connectivity and financial data enhancement, announced the launch of new Financial Insights APIs and embeddable user interfaces,......
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