Search Results for: advisor marketing

Fintech Investment Services News

True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners

Fintech News Desk
by Fintech News Desk0
Specialized fintech startup ramps up growth of its services for older adults, people with disabilities, and people recovering from addiction True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Artificial Intelligence InsurTech News

Acrisure Acquires Tulco’s Artificial Intelligence Insurance Business

Fintech News Desk
by Fintech News Desk0
 World’s Fastest Growing Global Insurance Broker and Artificial Intelligence Leader Combine to Deploy Insurtech at Scale In a transformational move, Acrisure today announced that it has acquired artificial intelligence (AI) leader Tulco LLC’s insurance practice to bring best-in-class data science, AI, and machine learning capabilities to the insurance brokerage industry.......
Business News

Spike in Cybercrime Amid Pandemic Accelerates Convergence of Physical & Cybersecurity

Fintech News Desk
by Fintech News Desk0
Cybercrime is on the rise amid the coronavirus pandemic, in large part because more business is being conducted online and employees are working remotely, increasing the number of possible failure points in a security system. In addition to costing companies greatly, these breaches can erode public trust and result in lost......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Banking Fintech News

Galileo Integrates with Plaid to Simplify ACH Transfer Setup

Fintech News Desk
by Fintech News Desk0
Integration streamlines authentication of bank accounts for customers  Galileo announced its integration with Plaid today, giving Galileo clients a streamlined experience in the bank authentication process for its customers. With this integration, joint clients of Galileo and Plaid may offer their customers an easy way to connect their bank accounts and......
Fintech Fintech Funding News

TermScout Secures $1.25 Million Seed Funding to Grow Legal Tech Offerings and Sales

Fintech News Desk
by Fintech News Desk0
TermScout, a legal tech platform developed by lawyers to help legal and sales teams reduce the complexity and time required in the commercial contract review process, announced today that it has closed a $1.25 million Series Seed and a previous $350,000 convertible note funding round for a combined $1.6 million. Read More: Strider Announces John Mullen,......
Business News

Bestpass Appoints Tom Fogarty as CEO

Fintech News Desk
by Fintech News Desk0
Bestpass, the comprehensive payment platform provider that is the leader in toll management solutions for commercial fleets, today announced the appointment of Tom Fogarty as Chief Executive and to its Board of Directors. John Andrews will continue as President and Chief Strategy Officer, in addition to his appointment as the Chair of the......
Blockchain Fintech News

Mainframe Acquires Sablier and Relaunches to Introduce a DeFi Bonds System

Fintech News Desk
by Fintech News Desk0
Mainframe, a blockchain company that launched in 2018 as a decentralized communication platform, today announced its relaunch as Mainframe Lending Protocol, following its acquisition of Sablier, a protocol for real-time finance on the Ethereum blockchain. Mainframe plans to integrate Sablier’s money streaming technology into a fixed-rate lending protocol and create tokenized debt......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Business Fintech Investment Services News

Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services

Fintech News Desk
by Fintech News Desk0
Hearsay Systems, a trusted leader in compliant digital communications for the financial services industry, announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human client experience across digital channels. With Salesforce, Hearsay will continue to reinvent the advisor-client experience......
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