Search Results for: Digital Asset Management

Relation Insurance Services Acquires the Assets of Ernie Yarborough Insurance Agency
InsurTech News

Relation Insurance Services Acquires the Assets of Ernie Yarborough Insurance Agency

Fintech News Desk
Transaction adds to Relation’s presence in South Carolina Relation Insurance Services, one of the largest and fastest-growing national insurance agencies, announced it acquired the assets of South Carolina-based Ernie Yarborough Insurance Agency (“Yarborough”). Yarborough was previously part of Nationwide Mutual Insurance Company’s (“Nationwide”) exclusive distribution model. Terms of the transaction......
Prisma Campaigns and Bankjoy Partner to Power Up Digital Channels as a Marketing Asset for Credit Unions
Banking News

Prisma Campaigns and Bankjoy Partner to Power Up Digital Channels as a Marketing Asset for Credit Unions

Fintech News Desk
New integration enables credit unions and community banks to push targeted marketing offers through their mobile and online banking channels and more Prisma Campaigns, a marketing automation platform specifically designed for financial institutions, has announced a new partnership with Bankjoy, a leading end-to-end digital service ecosystem for credit unions and community......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
QPRC Launches Digital IP Advisors Focused on Emerging Digital IP Asset Class
Digital Asset Management News Property

QPRC Launches Digital IP Advisors Focused on Emerging Digital IP Asset Class

Fintech News Desk
Quest’s digital advisory service established in response to exponential growth of NFT and other digital assets, creating unprecedented demand for solutions to complex IP issues in nascent environment Quest Patent Research Corporation an intellectual property asset management company, announced the launch of Digital IP Advisors Inc., an intellectual property advisory......
Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform
Cryptocurrency Investment Services News

Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform

Fintech News Desk
The investment will drive Unifimoney’s product development and operations, extending support of alternative assets including cryptocurrency and blockchain based services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round. Unifimoney’s platform offers a comprehensive digital wealth management platform with trading of over......
Digital Prime Technologies Expands its Talented Management Team with Appointment of Glen Garofalo
Digital Asset Management News

Digital Prime Technologies Expands its Talented Management Team with Appointment of Glen Garofalo

Fintech News Desk
Digital Prime Technologies, an innovative provider of prime brokerage technology solutions for financial institutions entering the crypto and digital asset space, announced the addition of Glen Garofalo as Head of Margin and Risk Solutions. Mr. Garofalo is a subject matter expert in the areas of margin lending, risk management and operational......
Mercury Financial Demonstrates Leadership in Financial Inclusion, Surpassing $2.0 Billion of Near Prime Credit Card Balances
Cryptocurrency Digital Asset Management News

Mercury Digital Assets Partners with Enigma Securities to Provide Clients with Liquidity For OTC Cryptocurrency Trading

Fintech News Desk
Mercury’s automated OTC platform solution and order and execution management system will give now give clients access to Enigma Securities’ liquidity Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider, announced they have officially partnered with Enigma Securities, a leading FCA regulated cryptocurrency liquidity provider, to provide......
Oportun Sells $228 Million of Loans Through Amortizing Asset-Backed Securitization
Banking Fintech News

Oportun Sells $228 Million of Loans Through Amortizing Asset-Backed Securitization

Fintech News Desk
Oportun, a mission-driven fintech and digital banking platform, announced the sale of $228 million of loans through the issuance of amortizing asset-backed notes secured by a pool of its unsecured and secured personal installment loans. Oportun and funds managed by Ellington Management Group both contributed collateral and were co-sponsors of......
Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm
Banking News

Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm

Fintech News Desk
Temenos positioned the furthest for its wealth management product strategy and strength of its offering Temenos, the cloud banking platform, has been named a leader in The Forrester Wave™: Digital Wealth Management Platforms (DWMP) for Q1 2022. “Temenos excels in most areas of product functionality” Temenos received the highest scores......
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