Search Results for: Advisory Board

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
QuadraGen Announces the Launch of Its Next Generation Commercial Loan Processing SaaS Platform
Finance Fintech News Risk Management

QuadraGen Announces the Launch of Its Next Generation Commercial Loan Processing SaaS Platform

Fintech News Desk
by Fintech News Desk0
QuadraGen is an early stage company helping to transform commercial lending for financial institutions worldwide QuadraGen announces the launch of its next generation commercial loan servicing SaaS platform to help financial institutions transform their complex loan processing capabilities. The QuadraGen Platform supports various areas of loan operations, enabling more efficient......
DMG Invests US$2 Million in Bosonic’s Crypto Trading Platform
Blockchain Cryptocurrency Fintech News

DMG Invests US$2 Million in Bosonic’s Crypto Trading Platform

Fintech News Desk
by Fintech News Desk0
DMG Blockchain Solutions Inc., a vertically integrated blockchain and cryptocurrency technology company, announces a US$2-million strategic investment in Bosonic Inc. (“Bosonic”) a leading Silicon Valley technology company based in San Francisco, California. Bosonic provides critical infrastructure eliminating counterparty credit and settlement risk in Digital Asset Markets. DMG’s investment in Bosonic......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
Fintech Wirex Appoints Diana Carrasco-Vime as First Non-Executive Director
Banking Digital Payments Fintech News

Fintech Wirex Appoints Diana Carrasco-Vime as First Non-Executive Director

Fintech News Desk
by Fintech News Desk0
Wirex, the leading payments platform, has hired Diana Carrasco-Vime as their first Non-Executive Director. The Head of Risk for Digital Channels at Lloyds Banking Group will bring her vast experience to help the company move to the next level as it endeavours to become the go-to digital payments platform for......
Bookkeeper360 Launches AI-Powered Marketplace and Brex Integration to Help Small Businesses Grow Effectively
Fintech News

Bookkeeper360 Launches AI-Powered Marketplace and Brex Integration to Help Small Businesses Grow Effectively

Fintech News Desk
by Fintech News Desk0
Bookkeeper360 has proudly announced the launch of its new Bookkeeper360 App Marketplace and Brex Integration. Bookkeeper360 is an emerging fintech accounting solution for small businesses. This all-new AI-powered marketplace is designed to help business owners access a wide range of financial and technological solutions such as capital, business services, and......
Dynasty Financial Partners Doubles Down on Tech
Artificial Intelligence Fintech News

Dynasty Financial Partners Doubles Down on Tech

Fintech News Desk
by Fintech News Desk0
Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer Dynasty Financial Partners announced today that two financial technology executives have joined the firm. Frank Coates has been named Chief Technology Officer and Taylor Howard has been appointed......
Sikich Investment Banking advises American Standard Circuits in recapitalization with Gemini Investors and Plenary Partners
Banking Investments News

Sikich Investment Banking advises American Standard Circuits in recapitalization with Gemini Investors and Plenary Partners

Fintech News Desk
by Fintech News Desk0
American Standard Circuits (ASC), a leading manufacturer of high-performance printed circuit boards, was recapitalized by management in partnership with Gemini Investors and Plenary Partners. Sikich Investment Banking served as the exclusive adviser to ASC in the recapitalization. “ASC is an innovative company with an impressive history of growth,” said Kurt Estes, managing director at Sikich Investment Banking.......
Leading Financial Services and Technology Insights Firms Merge to Form Aite-Novarica Group
Fintech News

Leading Financial Services and Technology Insights Firms Merge to Form Aite-Novarica Group

Aquib Khan
by Aquib Khan0
Aite Group LLC and Novarica Inc. have joined forces to create the leading advisory firm focused on helping executives from banks, payments providers, insurers, securities firms and their respective service providers respond to important technology, market, operations, and regulatory changes. “We have a tremendous opportunity to leverage our subject-matter experts’......
1