Search Results for: business owners

Walmart and Citi Introduce the Bridge Built by Citi Platform to Walmart Suppliers
Lending News

Walmart and Citi Introduce the Bridge Built by Citi Platform to Walmart Suppliers

Business Wire
by Business Wire0
Platform Will Help Improve Access to Capital for Walmart’s U.S. Supplier Base through Network of over 70 lenders, Including 20+ Diverse Financial Institutions Walmart and Citi are collaborating to introduce the Bridge built by Citi platform to Walmart’s 10,000 small- and medium-sized businesses (SMBs) in their US-based supplier network. Bridge......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
BIT to Utilize Circle’s ‘Fiat to Crypto’ On-Ramp and USDC Settled Products
Artificial Intelligence Finance News Technology

The Gap Between AI And Blockchain Has Finally Been Bridged With The Arrival Of OxAI

Fintech News Desk
by Fintech News Desk0
AI holds revolutionary power in its hands. Its incorporation into any sector of the world has always proven to be beneficial. According to statistics, this innovation holds the potential to add a whopping $13 trillion to the global GDP by 2030 and what’s more, it can add almost 133 million......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
All About Fintech Startups
Featured Fintech Fintech Primers Fintech Startups

All About Fintech Startups

Pooja Choudhary
by Pooja Choudhary0
Financial technology (also called Fintech) is often used to describe any new tech that contributed towards the improvement and automation of financial services. At its core, fintech is used to help organizations, entrepreneurs, and customers better deal with their financial services, processes, and lives by using particular software and algorithms.......
Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth
News Trading

Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth

Fintech News Desk
by Fintech News Desk0
intelliflo announced that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM). Vicus Capital has leveraged @intellifloltd redblack’s rebalancing and trading to support dramatic AUM......
Experienced Tax Professional to Join Expanding Wealth Management Firm
Finance News

Experienced Tax Professional to Join Expanding Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Mosaic Financial Advisers, founded by Adam Prewett, brings on Latoya Mack to help launch the tax advisory division of the firm and will open their third office, located in Spring, Texas. This marks an important step in the next phase of growth for Mosaic Financial Advisers as the firm looks......
Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
Extend Closes Record 2022 with New Products, Partners and Expansion into Canada
Digital Payments Finance News

Extend Closes Record 2022 with New Products, Partners and Expansion into Canada

Fintech News Desk
by Fintech News Desk0
Company adds executives, doubles user base as customers add the power of virtual cards to their business credit cards of choice Extend, a leading virtual card and spend management platform, had a strong 2022 as customers embraced the opportunity to add powerful controls and insights to their business credit cards. Since......
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