Search Results for: financial broker platform

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
TCS BaNCS Helps Bitcoin Suisse AG Transform its Core Business
Fintech News

TCS BaNCS Helps Bitcoin Suisse AG Transform its Core Business

Fintech News Desk
by Fintech News Desk0
Tata Consultancy Services announced that it has helped Bitcoin Suisse AG (BTCS) create a next-generation crypto-financial technology platform, powered by TCS BaNCS for Banking, supporting the latter’s journey of becoming a leading global crypto-financial services provider. BTCS selected TCS BaNCS for its native support for digital assets and Swiss and......
Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner
InsurTech Investment Services News

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner

Fintech News Desk
by Fintech News Desk0
Investment to support Bain Capital-backed partnership’s growth and M&A strategy Keystone Agency Partners, a rapidly growing insurance brokerage platform, announced it has received a significant preferred equity investment from Flexpoint Ford Asset Opportunity Fund II. The investment will further enable KAP to execute its growth strategy and fund the expansion......
Aran Buchan Joins Alliant Insurance Services in Seattle
News Risk Management

Aran Buchan Joins Alliant Insurance Services in Seattle

Fintech News Desk
by Fintech News Desk0
Buchan to provide full range of insurance and risk management solutions to Northwest client base Alliant Insurance Services has hired Aran Buchan as Vice President. Based in Seattle, Buchan will design, implement, and manage insurance and risk management solutions that add value, financial strength, and productivity to a diverse client base......
weavix Secures $10 Million in Series A Funding From Koch Disruptive Technologies
Fintech Funding News

weavix Secures $10 Million in Series A Funding From Koch Disruptive Technologies

Fintech News Desk
by Fintech News Desk0
Positioned as a leader in digital transformation across industries, weavix announced a $10 million Series A funding round from Koch Disruptive Technologies (KDT), the growth and venture arm of Koch Industries, Inc., a fellow Wichita company. This investment will be used to accelerate the growth of the company’s communication, safety......
Republic Capital Group Serves TrustCore in Significant Ria Transaction With CAPTRUST
Investment Services News

Republic Capital Group Serves TrustCore in Significant RIA Transaction With CAPTRUST

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, congratulates its client, TrustCore Financial Services, on its transaction with CAPTRUST Financial Advisors. Republic Capital Group served as TrustCore’s exclusive financial advisor in the transaction. TrustCore, the registered investment advisor (RIA), is based in Nashville,......
UNest Partners with iHeartMedia on National Media Campaign
Banking Digital Payments Featured

UNest Partners with iHeartMedia on National Media Campaign

Sudipto Ghosh
by Sudipto Ghosh0
Top financial app launches campaign across iHeartMedia’s multi platform network to educate parents about saving and investing for their kids’ future UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, today announced a partnership with America’s leading audio company iHeartMedia.......
Experience the Future of Investment Banking with Finalis
Banking Investment Services News

Experience the Future of Investment Banking with Finalis

Fintech News Desk
by Fintech News Desk0
The Finalis Marketplace enables independent investment banks to source deal flow in an easy-to-use, real-time technology-enabled platform Finalis, a rapidly growing investment-banking-as-a-service platform for dealmakers, recently launched its state-of-the-art platform, Finalis Marketplace. The platform allows investment bankers, placement agents and M&A advisors to offer, find and promote deal collaboration with......
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