Search Results for: financial management

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
New FICO Survey: Americans Value Financial Fraud Prevention More Than Banking Customer Experience
Banking Finance News

New FICO Survey: Americans Value Financial Fraud Prevention More Than Banking Customer Experience

Fintech News Desk
by Fintech News Desk0
A new report from FICO focusing on consumer perception of how financial organizations manage fraud and identity verification found that fraud protection is top of mind for American consumers Global analytics software platform provider, FICO, released findings of a survey exploring the shift in consumer expectations on how financial institutions......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Tidal Financial Group Launches its First Credit ETF Focused on Senior Secured Corporate Credit Opportunities
Investment Services News

Tidal Financial Group Launches its First Credit ETF Focused on Senior Secured Corporate Credit Opportunities

Fintech News Desk
by Fintech News Desk0
Tidal Financial Group, a leading ETF investment and technology platform, announced the listing of the Senior Secured Credit Opportunities ETF an actively managed secured credit fund managed by Gateway Credit Partners (“Gateway”). The fund seeks to generate consistent income and preserve capital by investing primarily in a combination of first......
Alpian, Switzerland’s First Private Digital Bank, Selects Napier Continuum for Financial Crime Compliance
Banking Compliance management News Risk Management

Alpian Selects Napier Continuum for Financial Crime Compliance

Fintech News Desk
by Fintech News Desk0
Alpian, Switzerland’s first digital private bank, and Napier, global provider of advanced financial crime compliance solutions, announce their partnership to implement a robust, end-to-end risk management platform for the bank. “We’re delighted to partner with Alpian to build its financial crime risk management strategy. Alpian are one of those organisations that......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products
Fintech News

Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products

Fintech News Desk
by Fintech News Desk0
The acquisition will enhance the company’s rapidly growing Best Egg product portfolio, offering customers personalized rent payment solutions Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, announced the acquisition of Till, Inc., a leading flexible rent platform. Till will be rebranded as Best Egg......
Triumph Bancorp Rebrands to Triumph Financial
Finance News

Triumph Bancorp Rebrands to Triumph Financial

Fintech News Desk
by Fintech News Desk0
Triumph Business Capital, Triumph Insurance Group and Triumph Commercial Finance consolidate to form new brand – Triumph Triumph Bancorp, Inc. announced the completion of an extensive rebranding effort, including a change of the company name to Triumph Financial, Inc. Prior to the market open on Dec. 2, 2022, the Company’s......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
Intuit to Acquire Financial Health Startup SeedFi
Fintech News

Intuit to Acquire Financial Health Startup SeedFi

Fintech News Desk
by Fintech News Desk0
SeedFi’s Credit Builder feature will join Intuit’s Credit Karma business to help more members build credit while saving money Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has entered into an agreement to acquire SeedFi, the partner behind Credit Karma’s Credit Builder, which helps low, or......
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