Search Results for: Relation Insurance Services

CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region
Finance News

Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region

Fintech News Desk
by Fintech News Desk0
Capitol Securities Management, Inc. is pleased to welcome Jason T. Ferree to our firm from Wells Fargo Advisors. With 23 years of experience in financial services, Jason is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout......
DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business
Business Digital Asset Management News

DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) announced that it will engage in a comprehensive partnership with YF Life in the next three years. YF Life Innovation Strategic Partnership Conference was held in Hong Kong, which explored new opportunities and laid......
Bryant Park Capital Advises Honor Capital, a Leading US Premium Finance Company
Capital Markets News

Bryant Park Capital Advises Honor Capital, a Leading US Premium Finance Company

Fintech News Desk
by Fintech News Desk0
Bryant Park Capital, a leading middle market investment bank with a focus in the specialty finance industry, served as exclusive financial advisor to Founders Finance, LLC dba Honor Capital (“Honor” or the “Company”) in connection with their capital markets growth strategy. Honor’s combined strategic recapitalization and substantially expanded credit line......
The Bank of Missouri Partners with Corserv to Launch Comprehensive Visa Credit Card Program
Digital Payments Fintech News

The Bank of Missouri Partners with Corserv to Launch Comprehensive Visa Credit Card Program

Fintech News Desk
by Fintech News Desk0
Corserv platform enables TBOM to own their card program and offer consumer, business, and commercial cards to customers The Bank of Missouri (TBOM) has partnered with Corserv, a company that empowers banks and fintechs with payment card issuing programs, to launch Visa consumer, business, and commercial credit cards in their......
Kinetic Commerce Completes Strategic Investment Round
Commerce Investment Services News

Kinetic Commerce Completes Strategic Investment Round

Fintech News Desk
by Fintech News Desk0
New financing positions Kinetic Commerce for accelerated growth in 2022 as retailers reopen stores and continue their rapid digital transformation Kinetic Commerce, a leading retail technology services provider, announced a significant growth investment to expand its sales and business development efforts, and to further enhance its Software as a Service......
Hastings Mutual Selects Sisense to Transform into a Data-Directed Organization
Analytics News

Hastings Mutual Selects Sisense to Transform into a Data-Directed Organization

Fintech News Desk
by Fintech News Desk0
Sisense Fusion Platform helps company identify more than $50 million in upsell opportunities and immediately increase company revenue by 2% Sisense, the leading AI-driven platform for infusing analytics everywhere, announced that Hastings Mutual has tapped into the power of Sisense to transform into a data-directed organization. Since deploying the Sisense Fusion Platform,......
CapStar Announces Appointments to Executive Leadership Team
News Risk Management

CapStar Announces Appointments to Executive Leadership Team

Fintech News Desk
by Fintech News Desk0
CapStar Financial Holdings, Inc. announced the following appointments to its executive management team. Michael J. Fowler resumed his role as Executive Vice President, Chief Financial Officer effective February 11, 2022, after stepping down to Treasurer in the Fall of 2020 to provide care for his spouse during her 18-month battle......
Open Lending Announces Extension Of Agreement With AmTrust
Lending News

Open Lending Announces Extension Of Agreement With AmTrust

Fintech News Desk
by Fintech News Desk0
Open Lending Corporation (“Open Lending”), a leading provider of lending enablement and risk analytics solutions to financial institutions, announced a five-year extension of its Producer Agreement with AmTrust North America, Inc. The agreement was previously set to expire on December 31, 2023 and has now been extended through December 31,......
Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion
Fintech News

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Fintech News Desk
by Fintech News Desk0
David McIntosh, with Over Ten Years of Financial Services Experience, to Head-Up Firm’s Presence in Idaho Capital Move is Consistent with Fast-Growing RIA’s Strategy of Becoming the Leading Wealth Manager Across the Broader Northwest Coldstream Wealth Management (“Coldstream”) announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously......
1