Search Results for: financial platform

Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities
Finance Fintech News

New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities

PR Newswire
The current environment has many Americans feeling like they must prioritize certain financial needs and make difficult choices, potentially at the expense of their personal values  According to a new survey by diversified financial services leader Thrivent, the current environment – including mounting concerns over the economy, fear of recession and......
Financial Integration Startup PortX Secures $16.5 Million in Series B Funding
Banking News

Financial Integration Startup PortX Secures $16.5 Million in Series B Funding

Business Wire
Funding underscores shift toward open banking and the demand for seamless core integration and innovation Investors represent 200 community financial institutions PortX forms Credit Union Service Organization (CUSO) PortX, a leader in integration and open banking for community financial institutions and fintechs, announced the successful close of its Series B......
Onfido Featured as a Market Leader in Liminal's Link Index Report for Account Opening in Financial Services
Compliance management Finance News

Onfido Featured as a Market Leader in Liminal’s Link Index Report for Account Opening in Financial Services

PR Newswire
Onfido, the global automated identity verification provider, has been recognized as a market leader in Liminal’s highly anticipated Link Index Report for Account Opening in Financial Services. The Link Index analyzed over 150 companies claiming to solve Account Opening (AO) in Financial Services and found that only 32 total vendors (21% of......
B2B Fintech Startups News

ABCM™ Platform Customized For Startups By Fintech Startup Okoora

Fintech Staff Writer
Okoora’s AI-powered platform Okoora, a Swiss-Israeli fintech business, has customized the ABCMâ„¢ platform to meet the special needs of startups for managing global payments, banking, and risks. Okoora’s ABCMâ„¢ platform, powered by AI, offers operational tools, currency risk management, and access to a vast bank and transaction room network. Since......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Fujitsu and Hokuhoku Financial Group Launch Trials for Generative AI for Bank Operations
Banking News

Fujitsu and Hokuhoku Financial Group Launch Trials for Generative AI for Bank Operations

Fintech News Desk
Fujitsu together with the Hokuriku Bank, Ltd. (Hokuriku Bank) and the Hokkaido Bank, Ltd. (Hokkaido Bank), two subsidiaries of the Hokuhoku Financial Group, Inc. (Hokuhoku Financial Group) announced details around joint trials to explore the use of generative AI for banking operations. As part of the trials, the companies will......
Mesh Raises $22 Million in Series A Funding To Redefine the Embedded Financial Ecosystem
Digital Asset Management Fintech News

Mesh Raises $22 Million in Series A Funding To Redefine the Embedded Financial Ecosystem

PR Newswire
With over 70 partners and more than 300 integrations with the leading fintech companies, Mesh eyes global expansion for its embedded finance platform Mesh, the modern financial operating system that makes digital asset transfers and account aggregation seamless, announced the successful completion of a $22 million Series A funding round. Mesh’s......
PayU India to Power Seamless & Native Payment Experience on WhatsApp Business Platform
Digital Payments News

PayU India to Power Seamless & Native Payment Experience on WhatsApp Business Platform

PR Newswire
PayU, India’s leading online payment solutions provider, has announced its partnership with WhatsApp to power seamless & native online payment experiences for businesses on the WhatsApp Business platform. This will transform how businesses engage with their customers on WhatsApp, offering a truly effortless and convenient in-app payments journey. With PayU’s Checkout experience, businesses......
Sybrin and Regula to Provide a Secure Onboarding Solution for US Banks and Financial Services
Banking Fintech News

Sybrin and Regula to Provide a Secure Onboarding Solution for US Banks and Financial Services

Business Wire
The joint solution offered by Sybrin and Regula enables banks and other financial institutions to seamlessly and securely onboard and verify their customers. This is achieved via combining Regula Document Reader SDK and Regula Face SDK with Sybrin’s KYC (Know Your Customer) onboarding solution and orchestration engine. As a result, financial service businesses can establish a......
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