Search Results for: broker

The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
by Fintech News Desk0
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
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.......
Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios
debt collection Finance News

Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios

Fintech News Desk
by Fintech News Desk0
There is $2.5 trillion of impending commercial real estate debt maturities in 2023-2027 amidst the backdrop of a rising interest rate environment, high inflation, asset revaluations, and a muted liquidity environment. Walker & Dunlop Inc. is leveraging its $121 billion servicing portfolio and national investment sales platform, which has closed nearly $40......
Inszone Insurance Services Completes Acquisition of Carmichael Associates
InsurTech News

Inszone Insurance Services Completes Acquisition of Carmichael Associates

Fintech News Desk
by Fintech News Desk0
Inszone Insurance Services: a rapidly growing, national provider of benefits, personal and commercial lines insurance, announced the acquisition of Carmichael Associates, Inc. “Carmichael’s team of professionals have been exceptional in the field, and we are thrilled to incorporate their innovation into the Inszone’s framework” Established in 1988 by Stan Carmichael,......
SJD Insurance Services Joins World Insurance Associates
InsurTech News

SJD Insurance Services Joins World Insurance Associates

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (World), a Top 50 Insurance Brokerage, announced that it acquired the business of SJD Insurance Services, Inc. of Great Falls, VA on December 1, 2022. Terms of the transaction were not disclosed. SJD provides a full range of insurance/consulting services to individuals and businesses. They have......
External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd
Blockchain Capital Markets News

OKX Announces Comprehensive API Key Security Protection Features, Further Enhances User Protection Against External Threats

Fintech News Desk
by Fintech News Desk0
OKX, the world-leading cryptocurrency platform, announced comprehensive API key security protection features, further enhancing user protection against external threats. Latest Fintech News: Cashfree Payments Now Offers India’s Widest ‘Buy Now Pay Later’ Suite The features are: Auto expiry after 14 days of inactive API keys with trade and withdraw permissions that aren’t......
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......
1