Search Results for: Funds

Hightower's Nucleus Advisors Named to Barron's 2020 List of America's Top Private Wealth Teams
Fintech News

Hightower’s Nucleus Advisors Named to Barron’s 2020 List of America’s Top Private Wealth Teams

Fintech News Desk
Hightower’s Nucleus Advisors has been ranked #41 on Barron’s 2020 list of America’s Top Private Wealth Teams, the second-annual ranking of U.S.- based wealth advisory teams that specialize in serving individuals and families. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Led by Managing Partner......
BMO Special Report on the Post-Pandemic Economy: Building a Bridge
Economy Fintech News

BMO Special Report on the Post-Pandemic Economy: Building a Bridge

Fintech News Desk
BMO Financial Group released an in-depth report on the long-term global structural shifts accelerated by the COVID-19 pandemic and current economic crisis. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “We’re in the midst of one of the most significant social and economic challenges we’ve ever faced,......
Equifund Partners With Leading Private Equity Valuation Firm
Business Fintech News

Equifund Partners With Leading Private Equity Valuation Firm

Fintech News Desk
Equifund , an equity crowdfunding platform that delivers vetted, early-stage investment opportunities, is proud to announce a strategic partnership with Equidam, an online valuation platform for startups. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit “We’re very excited to partner with Equidam,” said Jordan......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech News

ATAX Offers Premier Online Filing Resources to Support Communities During Tax Day Extension Period

Fintech News Desk
Financial Tax Preparation Business Continues to Financially Empower Hispanic Families During Uncertain Times ATAX, a year-round income tax preparation business serving the individual tax payer and business owner, remains open as an essential business operation amidst COVID-19 developments. ATAX continues to provide services and advice to the Hispanic community, encouraging......
How the Payment Industry Can Best Support Their Customers (And the Market)
Fintech Guest Posts

How the Payment Industry Can Best Support Their Customers (And the Market)

Brad Paterson
No one can predict the ultimate impact COVID-19 will have on global business. Months of entire industries shutting down will have lasting effects on the economy, impacting businesses and consumers alike. During these uncertain times, businesses in a position to help have a responsibility to do what they can to......
Fresno First Bank Launches Automated Online SBA Loan Application in a Matter of Days
Banking Fintech News Uncategorized

Fresno First Bank Launches Automated Online SBA Loan Application in a Matter of Days

Fintech News Desk
Fresno First Bank partnered with DocFox to automate the large influx of SBA PPP loan applications in order to support the community  Fresno First Bank launched their online SBA PPP Loan application with an automated BSA solution powered by DocFox, which analyzes documents and performs enhanced screening ensuring a complete......
Envestnet | Yodlee Launches COVID-19 Income and Spending Trends
Fintech News

Envestnet | Yodlee Launches COVID-19 Income and Spending Trends

Fintech News Desk
Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today the launch of its COVID-19 Income and Spending Trends, which will provide a twice-weekly pulse on how the COVID-19 pandemic is financially impacting Americans. Read More: WorldRemit Partners with Wizall Money......
Cambria Investment Management Hires SS&C to Service ETF Lineup
Fintech Investment Services News

Cambria Investment Management Hires SS&C to Service ETF Lineup

Fintech News Desk
SS&C ALPS to provide comprehensive offering to 11 Cambria ETFs SS&C Technologies Holdings, announced that Cambria Investment Management has selected SS&C ALPS to provide full fund administration, accounting and distribution services for Cambria ETFs. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits SS&C ALPS has......
Openinvest Closes $10.5 Million Series a1 Strategic Financing Round
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
Investment Services News Risk Management

ECA Partners Announces Survey on the Impact of the Economic Downturn on Private Equity

Fintech News Desk
ECA Partners announced the survey results of over 100 Private Equity (PE) professionals on how the COVID-19 downturn is impacting their strategic priorities. Selected findings include: source: ECA Partners PE investors are, on average, spending 47% of their uninvested funds to strengthening existing portfolio companies, a 7% increase 27% of PE......
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