Search Results for: financial management

SureX Launches One-Stop Platform for DeFi Investments and Money Management
DeFi News

SureX Launches One-Stop Platform for DeFi Investments and Money Management

Business Wire
SureX Exchange is on a mission to provide greater access to the dividends of decentralized finance (DeFi). To achieve this, the SureX team has launched a simple and easy-to-use one-stop platform for making DeFi investments and managing money. With a US MSB license, SureX Derivatives Exchange is the world’s leading and......
GROW Believes Simple is Better for Crypto Finance Management
Cryptocurrency News

GROW Believes Simple is Better for Crypto Finance Management

PR Newswire
“Decentralization is the essence of crypto and is the fundamental basis of how it solves many tradfi [traditional finance] issues. However, the inevitable trade-off is that it leads to a burdensome user experience, which only increases as you further diversify your crypto holdings, such as using more platforms, exchanges, or......
Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships
Fintech News

Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships

Business Wire
The unified treasury pricing and relationship profitability solution designed for treasury officers delivers a seamless experience across business units Q2 Holdings,, a leading provider of digital transformation solutions for banking and lending, announced Q2 Premium Treasury Pricing, a unified relationship pricing and profitability module of Q2 PrecisionLender to help financial......
Financial Plus Credit Union Expands Relationship with IMM, Adds IMM eReceiptsPlus
Finance News

Financial Plus Credit Union Expands Relationship with IMM, Adds IMM eReceiptsPlus

Business Wire
Long-time client advances digital-first strategy by moving to the Cloud IMM, the only eSignature provider specializing in eSignature and digital transaction solutions exclusively for financial institutions, announced that its long-time client, Financial Plus Credit Union, successfully upgraded to IMM’s newest digital solution called eReceiptsPlus, advancing the credit union’s digital-first strategy......
Financial Institutions Join Avalanche Evergreen Subnet, ‘Spruce’, to Drive On-Chain Finance Innovation
DeFi Finance News

Financial Institutions Join Avalanche Evergreen Subnet, ‘Spruce’, to Drive On-Chain Finance Innovation

PR Newswire
The Evergreen Subnet, “Spruce,” has been launched with an initial cohort of institutional partners that includes T. Rowe Price Associates, WisdomTree, Wellington Management, and Cumberland. Participating institutions will be using Spruce as a testnet for a variety of applications and assets to measure the benefits of on-chain trade execution and......
Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management
Banking News

Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management

PR Newswire
Touchstone Bankshares, and its wholly-owned subsidiary Touchstone Bank, announced it has partnered with Appomattox Wealth Management (“Appomattox“)* to provide access to brokerage business including financial advisory services for its existing clients. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac......
Moomoo Launches Virtual Stocks Competition During Financial Literacy Month
News Trading

Moomoo Launches Virtual Stocks Competition During Financial Literacy Month

PR Newswire
Join moomoo’s paper trading competition during the month of April Moomoo, a tech-driven financial services platform offering professional trading tools and an engaged social community, announces its virtual paper trading competition as part of its Financial Literacy Month activities in April. Paper trading simulates trading by utilizing virtual funds allowing......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment
Investment Services News

Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment

Business Wire
Sound Point Capital Management, LP, a credit-oriented investment manager overseeing approximately $32 billion in total assets, is pleased to announce that it has entered into an agreement to acquire Assured Investment Management LLC and certain of its related asset management entities (“Assured-IM”), which conducts the institutional asset management business of......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
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