Search Results for: wealth manager

Scott Collins Joins Billtrust as Chief Commercial Officer
B2B Digital Payments News

Scott Collins Joins Billtrust as Chief Commercial Officer

PR Newswire
by PR Newswire0
Accomplished Commercial Executive to Lead Global Sales and New Business Development Billtrust, a B2B order-to-cash software and digital payments market leader, has announced that Scott Collins has joined the company as Chief Commercial Officer. An accomplished executive and established commercial leader, Scott will oversee global sales and new business development. He joins......
Eastern Bank Launches Equity Alliance for Business, Further Advancing Growth Opportunities
Banking Business News

Eastern Bank Launches Equity Alliance for Business, Further Advancing Growth Opportunities

PR Newswire
by PR Newswire0
Includes specialized and innovative credit solutions, and access to insights, mentoring and networking resources As part of its deep and long-standing commitment to drive greater economic inclusion and mobility, Eastern Bank is announcing the launch of Equity Alliance for Business to further advance the growth of underrepresented business owners and entrepreneurs.......
Brazilian Digital Bank Sees ChatGPT as an Ally in the Four-Day Week
Fintech News

Brazilian Digital Bank Sees ChatGPT as an Ally in the Four-Day Week

PR Newswire
by PR Newswire0
Since its launch, ChatGPT has attracted the attention of professionals from several fields. Efí, one of the major Brazilian fintechs, has gone further and started to use the system to optimize processes. A fan of the slimmed-down, four-day work week, the company has identified a reduction of up to 40%......
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Fintech Funding News

Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital

Business Wire
by Business Wire0
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem Masttro, a leading wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families, announced a $43 million growth equity investment. The funding was led by FTV Capital,......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
MultiLynq Secures Funding from Citadel Securities and Jane Street Capital
News Trading

MultiLynq Secures Funding from Citadel Securities and Jane Street Capital

PR Newswire
by PR Newswire0
Funding will support significant expansion for electronic trading solution provider MultiLynq, a leading provider of electronic fixed income trading connectivity and integration solutions, has secured growth funding from Citadel Securities and Jane Street Capital, two of the world’s leading market makers. The investment will allow MultiLynq to enhance the depth......
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
Investment Services News

AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution

Business Wire
by Business Wire0
AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international and boutique investment products to new markets, leveraging significant distribution opportunities InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, announced partnerships with leading......
Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
Finance Investment Services News

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications

Business Wire
by Business Wire0
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives
Cloud Fintech News

UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives

PR Newswire
by PR Newswire0
With experienced leaders and dynamic solutions in place, UST builds on positive 2022 results and will expand operations in the rapidly transforming market UST, a leading digital transformation solutions company, is proud to announce its continued growth and success in the banking and financial services industry. Today, UST is a trusted......
New Study shows Extra Debit Card can Improve Users Credit Scores
Analytics Fintech News

New Assured Guaranty Subsidiary AG Analytics to Develop Muni Fintech Platform

Business Wire
by Business Wire0
To provide broader, more comprehensive and convenient access to municipal credit and portfolio management analytics for the municipal market, Assured Guaranty Ltd. (NYSE:AGO) (together with its subsidiaries, Assured Guaranty) has established a new indirect subsidiary, AG Analytics, that is developing a new municipal fintech platform for asset management firms, banks,......
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