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Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
by Fintech News Desk0
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids
Fintech News

Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids

Fintech News Desk
by Fintech News Desk0
Greenlight Financial Technology, Inc. (“Greenlight”), the fintech company on a mission to help parents raise financially-smart kids, announced a valuation above $1.2 billion after raising $215 million in Series C funding. The series was led by Canapi Ventures and TTV Capital with participation from new investors BOND, DST Global, Goodwater Capital and Fin......
Trust Company Innovates Wealth Advising Industry With Powerful Tech
Fintech News

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Fintech News Desk
by Fintech News Desk0
FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within a single user-friendly system. Trust Platform is designed to consolidate and......
Wells Fargo and Envestnet | Yodlee Sign Data Exchange Agreement
Fintech News

Wells Fargo and Envestnet | Yodlee Sign Data Exchange Agreement

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company announced it has entered into a data exchange agreement with Envestnet | Yodlee, a leading financial data aggregation and analytics platform. Powered by an application programming interface (API), Wells Fargo customers will be able to more securely and seamlessly share their financial data with the more......
iPipeline Acquires IFS
Fintech InsurTech News

iPipeline Acquires IFS

Fintech News Desk
by Fintech News Desk0
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced it has acquired IFS™ (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance and advisor transitions. The company’s low code/no code solutions are......
Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires
Fintech News

Ryan Hires Tony Gulotta as Principal in the Transaction Tax Practice

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Tony Gulotta has joined the Firm as Principal in the Transaction Tax practice, based in the New York City office. Mr. Gulotta brings more than 25 years of proven experience in transaction tax with a focus on reverse sales......
Sontiq™ Announces Advancement in Fintech with Patent-Pending Digital Fraud Protection for Payments Sector
Fintech News

Sontiq™ Announces Advancement in Fintech with Patent-Pending Digital Fraud Protection for Payments Sector

Fintech News Desk
by Fintech News Desk0
Sontiq, the leader in Intelligent Identity Security, announced a new disruptive pairing in Fintech for the payments sector – a patent-pending Digital Fraud Protection System designed to work with a broad array of electronic payment platforms, including cryptocurrency. The system utilizes proprietary systems, including fraud protection and monitoring services such as credit and......
Addepar Raises $117M in Series E Funding
Fintech Investment Services News

Addepar Introduces Investor Sentiment Index

Fintech News Desk
by Fintech News Desk0
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
LayerOne Financial Named "Best Post-trade Technology" By HFM Global
Fintech Investment Services News

LayerOne Financial Named “Best Post-trade Technology” By HFM Global

Fintech News Desk
by Fintech News Desk0
LayerOne Financial L.P., an independent, global provider of agile financial technology for the institutional investment management community, announced it was named “Best Post-trade Technology” at the 2020 HFM European Technology Awards. Read More: KyckGlobal and Cambridge Global Payments Partner to Improve Cross-Border Payments for U.S.-Based Firms The annual HFM European Technology......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products

Fintech News Desk
by Fintech News Desk0
HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes, today announced an expanded strategic relationship with Commerce Bank that furthers the financial institution’s digital transformation offering to their clients. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay “In this digital-first economy, AI......
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