Search Results for: client acquisition

MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Certn Background Screening Gets US $30 Million Boost with Support from Export Development Canada
Fintech Funding News

Certn Background Screening Gets US $30 Million Boost with Support from Export Development Canada

Business Wire
by Business Wire0
Canadian Crown Corporation Invests in the Startup’s Global Expansion Certn, a leader in online background checks and identity verification, announced it secured an additional US$30M in Series B financing with over US$29.5M coming from Export Development Canada (EDC). To date, Certn has raised over US$114M in venture funding with US$80M coming via......
J.D. Power Ranks U.S. Bank Highest in Customer Satisfaction for Retail Banking in California
Banking News

J.D. Power Ranks U.S. Bank Highest in Customer Satisfaction for Retail Banking in California

Business Wire
by Business Wire0
An effective mix of digital offerings and a caring team of highly skilled banking professionals has become the formula for customer satisfaction at U.S. Bank in California. For three consecutive years U.S. Bank has received the highest score in California in the J.D. Power 2023 U.S. Retail Banking Satisfaction Study......
Harris Williams to Expand Service Offerings Through Merger With Sixpoint Partners
Investment Services News

Harris Williams to Expand Service Offerings Through Merger With Sixpoint Partners

Business Wire
by Business Wire0
Harris Williams, a global investment bank specializing in M&A advisory services, announces its pending merger with Sixpoint Partners (Sixpoint), a global investment bank focused on private capital advisory. The combined entity will provide clients with expanded advisory services including M&A, capital solutions and primary fund placement. Harris Williams will continue to be......
New Technological Advancements In The Financial Services Industry
Artificial Intelligence Featured Finance Technology

New Technological Advancements In The Financial Services Industry

Pooja Choudhary
by Pooja Choudhary0
In this article, we shall be discussing new tech advancements in the financial sector domain. Five startups in AI domain have been taken as an example to illustrate the tech know-how with their USP highlighted. Below is one on one description along with the author’s screenshot of the same highlighting......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Cambridge Savings Bank Provides BFC Solutions with a Senior Credit Facility to Fund Extensive Growth
Banking News

Cambridge Savings Bank Provides BFC Solutions with a Senior Credit Facility to Fund Extensive Growth

Business Wire
by Business Wire0
Financing will allow the HVAC preventative maintenance company to repay existing debt and provide working capital to the business Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and over $6 billion in assets, announced that its Asset-Based Lending team (ABL) provided a senior credit facility to BFC Solutions (BFC), a national......
Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities
Finance News

Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Business Wire
by Business Wire0
Syntax, a leading provider of innovative financial data and technologies, is pleased to announce the acquisition of the assets of Tyemill, a software research and development company headquartered in Seattle, Washington. The Tyemill team of 24 engineering, design and operations professionals became part of Syntax, effective March 1, 2023. As......
ClimateTrade Acquires TeamClimate to Offer Subscription-Based Carbon Offsetting to Global Consumers
Blockchain Fintech News

ClimateTrade Acquires TeamClimate to Offer Subscription-Based Carbon Offsetting to Global Consumers

Business Wire
by Business Wire0
ClimateTrade, the world’s first blockchain-based climate solutions provider, has acquired climate neutrality company TeamClimate to expand its global reach and improve its product portfolio. With a strong focus on reaching American consumers, the acquisition will enable ClimateTrade to offer subscription-based carbon offsetting directly to individuals in addition to businesses. Latest......
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