Search Results for: financial success

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities
Business Fintech Investment Services News Trading

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S. Employing DriveWealth’s proven technology, Winvesta is now offering U.S. stock market access via a mobile app to investors across India, enabling them to......
PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire
Business Fintech News

PureFacts Acquires VennScience, a Full-Service Salesforce Consultancy Based in New Hampshire

PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions, has acquired VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire. This strategic acquisition enriches and extends PureFacts’ ability to provide meaningful insights and solutions to wealth firms to address their client’s needs. PureFacts also gains a presence in key......
Corcentric Acquires B2B Payments Provider Vendorin
Fintech Investment Services News

Corcentric Receives Strategic Investment Round to Support Global Expansion

Corcentric, a leading provider of business spend management and revenue management software and services, announced  a significant minority growth equity investment from New York-based private equity firm, Bregal Sagemount. The $80 million capital raise will support Corcentric’s product innovation and solution integration efforts as the company continues its global expansion; helping businesses......
Arrowpoint Capital Upgrades Its Cloud-based Reinsurance Capabilities With Sapiens
Fintech InsurTech News

Arrowpoint Capital Upgrades Its Cloud-based Reinsurance Capabilities With Sapiens

Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced that Arrowpoint Capital, a company built on its experience in both run-off and active insurance business by “redefining success” through development and execution of comprehensive solutions to manage claims and satisfy policyholder obligations, has upgraded......
OneStream Named Winner in Ventana Research’s 13th Annual Digital Innovation Awards
Fintech News

OneStream Software Named to Inc. Magazine’s List of Best Workplaces for 2020

Ranks one of the highest-scoring businesses with standout employee engagement OneStream Software, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named to Inc. magazine’s annual list of the Best Workplaces for 2020. The list is the result of a wide-ranging and comprehensive measurement......
eCapital Corp. Names Charles Sheppard as Chief Operating Officer
Investment Services News Risk Management Trading

Tim Draper, Kelly Rodriques, Greg Kidd, and Others Discuss COVID-19 VC Issues at Virtual Investor Conference

Karim Nurani
In the midst of the current COVID-19 pandemic, there have been ongoing fluctuations in the stock market as well as the economy around the globe. Many investors are second-guessing decisions during these uncertain times but now isn’t the time to panic. Right now, we’re seeing different markets perform extremely well......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
Business Capital Markets Fintech News

Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships

Wyndham Capital Mortgage, a leading digital home lending company, has announced an enterprise relationship with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. Through this partnership, all Wyndham Capital loan officers will be able to deliver powerful home finance insights to their clients and......
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