Search Results for: Financial Advisor

FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform
Capital Markets Fintech Investment Services News

FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform

Fintech News Desk
Finitive, a financial technology platform providing institutional investors with direct access to alternative lending investments, is pleased to announce that FirePower Capital, a Canadian investor in mid-market private debt and private equity, as well as a provider of M&A advisory services, secured a multi-year capital arrangement from an institutional investor via......
Ripple Leads Sustainability Agenda to Achieve Carbon Neutrality By 2030
Blockchain Cryptocurrency Fintech News

Ripple Leads Sustainability Agenda to Achieve Carbon Neutrality By 2030

Fintech News Desk
Announces strategic partnerships with Rocky Mountain Institute, REBA and Energy Web Foundation to ensure carbon net-zero future for blockchain Ripple, a leading provider of enterprise blockchain solutions for payments, is committing to be carbon net-zero by 2030, the first company in the blockchain industry to do so. As part of......
CLARA Analytics Unveils Its AI-Based Litigation Avoidance Solution for Commercial Auto
Artificial Intelligence Fintech News

CLARA analytics Expands Board of Directors With Veteran Executives Andrew Pinkes, Dave Hollander

Fintech News Desk
CLARA analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology in the commercial insurance industry, today announced it has appointed Andrew Pinkes and Dave Hollander to its board of directors. The additions are in response to accelerated demand for the company’s products over the past year, furthering its goal of......
SS&C Announces SS&C Advent Insurance Marketplace
Fintech InsurTech News

SS&C Announces SS&C Advent Insurance Marketplace

Fintech News Desk
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide......
Alternative Payments Platform AeroPay Raises Seed Round Funding Led by FinTech Experts Continental Investors
Fintech Fintech Funding Investment Services News

Alternative Payments Platform AeroPay Raises Seed Round Funding Led by FinTech Experts Continental Investors

Fintech News Desk
The round will allow AeroPay to add top-tier talent, enhance product capabilities, and continue to scale throughout the United States AeroPay, a Chicago-based alternative payments platform, announced the closing of a seed round to accelerate its growth. The investment will allow AeroPay to add top-tier talent, enhance its product capabilities, and......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Capitalize Launches to Help 30M Americans Consolidate their 401ks, Announces Seed Round
Capital Markets Fintech News

Capitalize Launches to Help 30M Americans Consolidate their 401ks, Announces Seed Round

Fintech News Desk
Capitalize automates the process of transferring retirement accounts with a free, digital platform to find legacy accounts, open new ones, and initiate rollovers online. Capitalize, the first independent platform to transfer retirement assets,  announced that it has closed a $2M Seed round led by Bling Capital, an early-stage venture fund......
SharperLending Partners with Blend to Deliver Verified Mortgage Data to Digital Lending Platform
Business Fintech News

SharperLending Partners with Blend to Deliver Verified Mortgage Data to Digital Lending Platform

Fintech News Desk
Seamless Technology Integration Speeds Origination, Processing for Lending Departments Mortgage technology provider SharperLending announced a secure, digital data integration and partnership between their XpertOnline mortgage credit reporting system and Blend’s Digital Lending Platform. Through the seamless system-to-system integration, Blend’s lender and bank customers are able to request, receive and store consumer credit......
H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic
Business Fintech News

H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic

Fintech News Desk
A majority of small business owners say in the wake of the pandemic, they need one-to-one business advice. This is just one of the main findings in the first of a four-part study, “Small Business Recovery Series,” by H&R Block (NYSE: HRB) tracking the trends of pandemic-related impacts, attitudes, and......
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