Search Results for: Advisory Board

Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses
Business Fintech Fintech Funding News

Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses

Fintech News Desk
by Fintech News Desk0
Bookkeeper360, a fintech company focused on accounting and advisory solutions for small businesses, announced $1 million in seed funding. The round supports an increase in investor confidence for small business fintech solutions and brings Bookkeeper360’s total capital funding to $2.1 million since launch. Read More: Antier Solutions launches White Label Crypto Margin Trading......
Allied Payment Network Announces Record Growth in 2020; Expands Management Team
Banking Business Fintech Investment Services Mobile Banking News

Allied Payment Network Announces Record Growth in 2020; Expands Management Team

Fintech News Desk
by Fintech News Desk0
Company Taps Financial Industry Veterans to Continue Growth, Client and Consumer Engagement in 2021 and Beyond Fort Wayne, Ind.-based Allied Payment Network, the industry’s most progressive provider of online and mobile bill payment services to banks and credit unions, announced today that in 2021, it doubled from the previous year both revenue and......
Coro Global Announces New Appointments to Board of Directors
Fintech Investment Services Mobile Banking News Risk Management

Gold Payment Fintech Coro Global Inc Appoints Founder David Dorr As CEO

Fintech News Desk
by Fintech News Desk0
Coro Global Inc. (OTCQB: CGLO), the fintech company behind the new payment app where gold can be used as money, announced today that it had appointed David Dorr as Director, President, and Chief Executive Officer of the Company. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with......
ICICI Bank launches ‘InstaFX’ mobile app for forex partners to help customers obtain ICICI Bank Forex Prepaid Card swiftly
Banking Fintech News

ICICI Bank Launches ‘Infinite India’, a Comprehensive Online Platform for Foreign Companies Setting up Operations in the Country

Fintech News Desk
by Fintech News Desk0
ICICI Bank announces the launch of an online platform for foreign companies looking to establish or expand business in the country. Called ‘Infinite India’, the platform offers them banking solutions as well as value-added services such as incorporation of a business entity, corporate filings, licences and registrations, HR services, compliances......
Ameritas Selects Docupace as Back Office Platform
Fintech News

Ameritas Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Leading insurance and investments provider inks agreement to streamline operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
Business Fintech News

$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth

Fintech News Desk
by Fintech News Desk0
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients A team of recognized industry veterans Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. today formally announced the launch of the new registered investment advisory firm, NewEdge Wealth,......
Eze Castle Integration Announces CEO Transition as they Celebrate 25 Years in Business
Business Fintech News

Eze Castle Integration Announces CEO Transition as they Celebrate 25 Years in Business

Fintech News Desk
by Fintech News Desk0
David Andrade Named Next CEO of Eze Castle Integration and John Cahaly to Assume Executive Chairman Position in January 2021 Eze Castle Integration, a global leader in end-to-end technology solutions for the global financial industry, today announced two exciting leadership changes taking effect in the new year. At a time......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
Societe Generale: Two Major Strategic Initiatives in French Retail Banking
Banking Business Fintech News

Societe Generale: Two Major Strategic Initiatives in French Retail Banking

Fintech News Desk
by Fintech News Desk0
TWO MAJOR STRATEGIC INITIATIVES IN FRENCH RETAIL BANKING  The Group today announces two major strategic initiatives in French Retail Banking through the planned merger of Crédit du Nord and Societe Generale, on the one hand, and the further development of Boursorama, on the other hand. Read More: A-Team Group Recognizes......
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