Search Results for: Investment Account

Finaloop Secures $35 Million in Series A Investment Led by Lightspeed Venture Partners
E-commerce Investment Services News

Finaloop Secures $35 Million in Series A Investment Led by Lightspeed Venture Partners

PR Newswire
by PR Newswire0
Round brings Finaloop’s total funding to $55 million as it revolutionizes the way e-commerce and retail brands handle their finances Finaloop, the real-time e-commerce accounting platform, announced it has raised a $35 million Series A round. Lightspeed Venture Partners led the round with participation from Vesey Ventures, Commerce Ventures, and existing investors, Accel and Aleph. The latest funding round, which brings......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments
Finance Fintech Investments News

Clearwater Analytics Study Reveals 55% of Institutional Investors Set to Boost Their Alternative Investments

PR Newswire
by PR Newswire0
New Research Uncovers Key Trends, Opportunities and Challenges for Institutional Investors in Alternative Investments Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the release of its 2024 State of Alternatives study. The report, encompassing over 230 executive participants from sectors including insurance, wealth......
Vic.ai Introduces Superior Performance Analytics for Accounts Payable Teams and Finance Leaders
Analytics Finance News

Vic.ai Introduces Superior Performance Analytics for Accounts Payable Teams and Finance Leaders

GlobeNewswire
by GlobeNewswire0
New Suite of Analytics Packages Offer Advanced Tracking for Productivity and Accuracy of End-to-End Invoice Processing Vic.ai, the leading autonomous finance platform, debuts three new analytics packages tailored for the needs of Accounts Payable (AP) professionals and finance leaders. With the release of Standard, Advanced, and Premium Analytics packages, customers......
CSI Partners with TruStage Compliance Solutions to Deliver Dynamic Forms for Online Account Opening
Compliance management Fintech News

CSI Partners with TruStage Compliance Solutions to Deliver Dynamic Forms for Online Account Opening

Business Wire
by Business Wire0
CSI, a leading provider of end-to-end financial software and technology, announced it has partnered with TruStage Compliance Solutions (TruStage) to integrate dynamic forms for account opening for CSI’s hundreds of community bank customers. TruStage (formerly Compliance Systems, Inc.) has over 30 years experience in the compliance technology industry. Its warranted......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
SafeSend Appoints Mathieu Stevenson as CEO to Lead Strategic Expansion and Product Innovation in Tax and Accounting Automation
Fintech News

SafeSend Appoints Mathieu Stevenson as CEO to Lead Strategic Expansion and Product Innovation in Tax and Accounting Automation

PR Newswire
by PR Newswire0
SafeSend, the leading provider of automation technology for tax and accounting professionals, announced the appointment of Mathieu Stevenson as its new Chief Executive Officer. Stevenson’s tenure marks an exciting new chapter for SafeSend, characterized by expansion, product innovation, and unparalleled commitment to firm and client success. SafeSend, the leading provider of automation......
Finance in Motion and Napier AI partner on AML for secure impact investments
Artificial Intelligence Finance Fintech News

Finance in Motion and Napier AI partner on AML for secure impact investments

Business Wire
by Business Wire0
Napier AI, the London-based financial crime compliance RegTech, is pleased to announce that Napier AI Continuum has been selected as the anti-money laundering and counter terrorist financing (AML/CTF) platform for world-leading impact asset manager, Finance in Motion. Napier AI is providing its Client Screening solution and Client Risk Assessment module as part of the Napier AI Continuum platform to......
Retail-investing-startup-Midas-raises-$45-million-to-roll-out-crypto,-mutual-fund,-and-savings-account-products
Cryptocurrency Fintech Investments News

Retail investing startup Midas raises $45 million to roll out crypto, mutual fund, and savings account products

PR Newswire
by PR Newswire0
The $45 million fundraise was led by Portage and is one of Turkey’s largest ever Series A rounds New capital will help Midas roll out a host of new product lines including crypto trading, mutual funds, and a savings product, with plans to double its headcount to 400+, and expand into emerging markets Midas hit profitability......
iolite-Capital-Announces-Strategic-Investment-in-Dynacor-Group
Fintech Investments News

iolite Capital Announces Strategic Investment in Dynacor Group

Business Wire
by Business Wire0
iolite Capital announces strategic investment in Dynacor Group iolite Capital Management Ltd. (“iolite”), a selective investment management firm serving private and institutional clients, is pleased to announce a significant holding in Dynacor Group (TSX: DNG, “Dynacor”), representing 10% of the company’s outstanding common shares. Fintech Insights: Hyper-personalization in Banking: The Tech......
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