Search Results for: insurance expertise

CeriFi Completes Transformational Acquisitions of Checkpoint Learning and West LegalEdcenter Creating the Largest Professional Education Platform Uniquely Serving Learners
Finance News

CeriFi Completes Transformational Acquisitions of Checkpoint Learning and West LegalEdcenter Creating the Largest Professional Education Platform

Fintech News Desk
by Fintech News Desk0
Transaction represents the 13th and 14th acquisitions for the Leeds Equity Partners backed portfolio company CeriFi announced the acquisitions of Checkpoint Learning and West LegalEdcenter from Thomson Reuters Corporation, significantly expanding its professional licensing and continuing education offerings across the accounting, tax and legal sectors. With these two acquisitions, CeriFi now partners......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
APRIL Signs Strategic Partnership With KKR for Its Next Phase of Growth
Finance InsurTech News

APRIL Signs Strategic Partnership With KKR for Its Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
After refocusing its activities around insurance distribution and carrying out an in-depth transformation of its business model since its acquisition by CVC Capital Partners in 2019, enabling the group to return to a high level of performance, the APRIL Group announces that it has signed a long-term strategic partnership with......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
BTG Pactual Launches Its First Investment Platform Outside Brazil
Investment Services News

BTG Pactual Launches Its First Investment Platform Outside Brazil

Fintech News Desk
by Fintech News Desk0
BTG Pactual, the largest investment bank in Latin America, is expanding its international operations, and launched its first investment platform outside Brazil – in Chile. The bank has adapted Mercados en Línea – a recognized monitor of the local market – into an open digital platform, which enables the bank’s customers in the country......
Revere Partners Commits $10 Million in Investments to Revolutionize Fintech in Dentistry
Fintech Investment Services News

Revere Partners Commits $10 Million in Investments to Revolutionize Fintech in Dentistry

Fintech News Desk
by Fintech News Desk0
First oral-focused VC fund invests in Choice Payment Services, Walnut, FeatherPay, Plan Forward, Zuub, AirPay and Tuuthfairy to streamline billing, insurance and finance processes Revere Partners, the first and only venture capital fund focused on oral health, announced that the fund is investing more than $10 million in fintech for......
What is FinTech
Featured Fintech Fintech Primers

What is FinTech?

Fintech Staff Writer
by Fintech Staff Writer0
What precisely is FinTech? Fintech is the combination of the terms “finance” and “technology.” When combined, FinTech becomes a multifaceted notion that describes any technology that provides financial services via software, such as smart banking services, mobile payment applications, and the most recent topic, bitcoin. It is a large category......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
Banking Digital Payments News

‘Pay By Bank’ Solution Launched By J.P. Morgan And Mastercard

Fintech Staff Writer
by Fintech Staff Writer0
Money movement is something very common and forms a part of our daily lives. With the help of technology and continuous innovation the methods for such movements have changed drastically; be it cash, cheques, cards or ATM or the direct online transfers in real time. The use of cash was......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
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