Search Results for: advisor marketing

Treasury Prime Raises $20 Million in Insider Round
Fintech News

Treasury Prime Raises $20 Million in Insider Round

Fintech News Desk
by Fintech News Desk0
Series B Raise Caps 12 Months of Accelerating Growth with New Bank Partners and Over 50 Fintech Customers Treasury Prime, the leading Banking as a Service (BaaS) company, announced that it has completed a $20 million Series B insider round co-led by Deciens Capital and QED Investors and with participation from......
With $18.8 Billion in Assets, Customers Bank Furthers National Expansion
Banking News

With $18.8 Billion in Assets, Customers Bank Furthers National Expansion

Sudipto Ghosh
by Sudipto Ghosh0
Customers Bank, a digital forward consumer and commercial bank with approximately $18.8 billion in assets, is building upon its national recognition for providing innovative banking products and services to commercial clients to advance its national expansion. The next phase of the expansion includes opening a new commercial banking office in......
Silicon Valley Legend Selects Miami As Headquarters for Latest Fintech Startup
Fintech News

Silicon Valley Legend Selects Miami As Headquarters for Latest Fintech Startup

Fintech News Desk
by Fintech News Desk0
Former PayPal CEO and serial fintech entrepreneur Bill Harris has moved to Miami to launch Nirvana Technology (Nirvana), a global digital bank. Based in Wynwood, the fresh company is now hiring high-tech talent across engineering, product, marketing, and operations. Harris was also CEO of Intuit, founding CEO of Personal Capital, and founder of seven other successful......
FHLBank San Francisco Names Tony Wong Chief Banking Officer
Banking Finance Fintech News

FHLBank San Francisco Names Tony Wong Chief Banking Officer

Fintech News Desk
by Fintech News Desk0
The board of directors of the Federal Home Loan Bank of San Francisco has approved the promotion of Tony Wong to executive vice president and chief banking officer (CBO). As CBO, Wong is responsible for providing strategic direction and oversight for the sales, marketing and communications, member financial services, member......
Biden Tax Proposal Could Boost Tax Master Network's Core Service
Finance Fintech Investment Services Investments News

Biden Tax Proposal Could Boost Tax Master Network’s Core Service

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc. announced that the corporate tax increase included in President Biden’s $2 trillion infrastructure package, could juice even more demand for their subsidiary Tax Master Network’s tax planning service. “Choosing the right entity structure is a fundamental question for every business owner,” said TMN CEO Edward A. Lyon. “This bill affects......
Jetty Announces Strategic Sales Hires for the Midwest, Southeast, West, and Mid-Atlantic
Finance Fintech News

Jetty Announces Strategic Sales Hires for the Midwest, Southeast, West, and Mid-Atlantic

Fintech News Desk
by Fintech News Desk0
New hires will support Jetty’s continued expansion to properties across the United States Jetty, the financial services company on a mission to make renting a home more affordable and effortless, today announced the hiring of Kim Adams, Reggie Shipman, Angelique Stensrud and Mike Szatko. Coming from Entrata, Marcus and Millichap, Assurant and TransUnion, the......
Innovative Payment Solutions, Inc. Announces Appointment of Clifford W. Henry and Madisson G. Corbett to Board of Directors
Digital Payments Fintech Investments News

Innovative Payment Solutions, Inc. Announces Appointment of Clifford W. Henry and Madisson G. Corbett to Board of Directors

Fintech News Desk
by Fintech News Desk0
Innovative Payment Solutions, Inc., a Southern California based fintech company focused on building a 21st century universal digital payment platform, IPSIPay™, today announced the appointment of Clifford W. Henry and Madisson G. Corbett to the Company’s Board of Directors. Following the appointment of Mr. Henry and Ms. Corbett, Innovative’s Board......
Walker & Dunlop to Acquire Industry-Leading Housing Research and Investment Banking Firm Zelman & Associates
Banking Investments News

Walker & Dunlop to Acquire Industry-Leading Housing Research and Investment Banking Firm Zelman & Associates

Fintech News Desk
by Fintech News Desk0
 Walker & Dunlop, Inc. announced today that it has entered into an agreement to acquire a controlling interest in Zelman & Associates (“Zelman”), the leading housing research and investment banking firm in the United States. Founded in 2007 by Ivy Zelman and Dennis McGill, Zelman has earned an impressive reputation among institutional investors and business......
Forming Strategic Partnerships with FinTech Providers that Offer Options
Analytics B2B Fintech Primers Guest Posts

Forming Strategic Partnerships with FinTech Providers that Offer Options

Steven McKean
by Steven McKean0
How Partnership Programs Are Helping Financial Services Firms Be Successful in the Digital Marketplace Recently, financial services firms have searched for ways to amplify digital innovations – offering new solutions that create more stickiness to retain existing customers and attract new consumers – to remain competitive in the digital marketplace.......
Varo Bank Expands Leadership Team with Three Key Hires
Banking Fintech News

Varo Bank Expands Leadership Team with Three Key Hires

Fintech News Desk
by Fintech News Desk0
Leadership team at the country’s first nationally-chartered, all-digital bank reflects the diversity of all Americans Varo Bank, the first all-digital nationally chartered bank in the US, today announced three new appointments to its executive leadership team, including Shishir Singhania as Chief Lending Officer, Pepe Porrata as Chief Operations Officer, and Carolyn Feinstein as Chief Marketing, Growth,......
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