Search Results for: Financial Advisor

Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited
Fintech News

Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited

Fintech News Desk
by Fintech News Desk0
Future FinTech Group, announced that the Company, through its wholly-owned subsidiary Future FinTech (Hong Kong) Limited, entered into an equity acquisition frame agreement (the “Agreement”) with Joyrich Enterprises Limited (“Joyrich”) on March 26, 2020. Pursuant to the Agreement, the Company plans to acquire no less than 51% equity interest of Nice......
OpenPayd Strengthens Senior Leadership With New Hire
Banking Fintech News

OpenPayd Strengthens Senior Leadership With New Hire

Fintech News Desk
by Fintech News Desk0
OpenPayd is delighted to announce it has appointed Matthias Kröner as a Senior Advisor. The appointment follows a period of significant growth for the company in the past year, which provides enterprise businesses with access to cross-border banking and payment solutions. Read More: Celsius Network and Prime Trust partner to secure......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times
Fintech News

BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times

Fintech News Desk
by Fintech News Desk0
Company provides free access to entire training library, including CPE courses; also adds free live virtual training on closing in a distributed environment With the onset of the coronavirus pandemic, many accounting teams find themselves operating in a distributed fashion, with many, if not all, team members suddenly working from......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
by Fintech News Desk0
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
MYbank Served Over 20 Million SMEs as of 2019, Further Spurring the Growth of China’s Small and Micro Businesses
Fintech Investment Services News

KingsCrowd Completes $1 Million Capital Raise on Netcapital Funding Platform

Fintech News Desk
by Fintech News Desk0
KingsCrowd, the independent ratings and analytics service for the newly emerging online private securities markets, announced the completion of a capital raise on the Netcapital funding portal, totaling $1,000,000.80. Boston-based Netcapital is a private securities platform that connects investors and entrepreneurs to help private companies grow. Read More: GlobalFintechSeries Interview with Raymond......
Artis Technologies Makes Consumer Financing Simple, Modern and Mindful
Fintech Fintech Funding News

Artis Technologies Makes Consumer Financing Simple, Modern and Mindful

Fintech News Desk
by Fintech News Desk0
Startup facilitates more inclusive, accessible financing achieved through more complete data and AI-based decisioning Artis Technologies announced the launch of its embedded financial services platform for digital, point-of-need lending and payments. The technology is a response to the ongoing structural shift in how consumers, businesses and lenders interact, and to......
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