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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......
Banking News

Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Blackstone (NYSE:BX) today announced the appointment of Gene Lockhart, former CEO and President of Mastercard and former President of the Global Retail Bank at Bank of America, as a Senior Advisor. Mr. Lockhart will bring his deep expertise in the financial services and financial technology sectors to advise across the......
Business News

BDO Launches Athenagy™—The New Business Intelligence Platform for Managed Services

Fintech News Desk
by Fintech News Desk0
BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced the launch of Athenagy™, its proprietary business intelligence platform for legal professionals. This first-of-its-kind solution provides the legal department with transparency and critical insight throughout the litigation lifecycle. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs......
Capital Markets Fintech News

Wells Fargo Names Mike Santomassimo as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company (NYSE: WFC) announced today that Mike Santomassimo will join the company in fall 2020 as Chief Financial Officer. Santomassimo will report to CEO Charlie Scharf and serve on the company’s Operating Committee. He will succeed John Shrewsberry, who has announced plans to retire following a successful......
KPMG Launches "Elevate" to Help Companies Enhance Performance, Realize Savings and Build New Capabilities
Fintech News

As Companies Grapple With Marketplace Uncertainty, KPMG LLP Launches New Technology Tool That Improves Accuracy Of State Tax Payments

Fintech News Desk
by Fintech News Desk0
The KPMG Indirect Tax Analytics Platform Uses Cloud and Machine Learning to Simplify Tax Analysis and Maximize Liquidity Amid historic economic pressures as a result of COVID-19, KPMG LLP (KPMG), the U.S. audit, tax and advisory firm, has brought to market a cloud-based technology tool – the KPMG Indirect Tax Analytics......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Neudata Hires Donald D'Amico to Build Out Data Compliance Offering
Fintech News

Neudata Hires Donald D’Amico to Build Out Data Compliance Offering

Fintech News Desk
by Fintech News Desk0
Alternative data fintech firm Neudata has hired Donald D’Amico as its general counsel and in-house legal expert on alternative data. In addition to managing the company’s legal affairs from the New York office, D’Amico will develop a due diligence offering for Neudata’s investment management clients. As part of the new service, Neudata will independently conduct detailed......
SecurityScorecard and Great American Insurance Group Team Up to Share Security Ratings with Cyber Risk Insureds
Fintech News

SecurityScorecard Adds Industry-Leading Advisors to Continue Rapid Growth Trajectory

Fintech News Desk
by Fintech News Desk0
SecurityScorecard, the global leader in security ratings, announced the addition of three key advisors: Deven Sharma, former CEO of S&P Global; Marshall Lux, an esteemed financial services consultant and senior advisor for the Boston Consulting Group; and Grant Geyer, CPO at Claroty & former SVP of products at RSA Security. They will......
CentSai One Launches, Making Marketing for Financial Professionals Easy
Fintech News

CentSai One Launches, Making Marketing for Financial Professionals Easy

Fintech News Desk
by Fintech News Desk0
CentSai, the leading financial wellness platform that takes the fear out of finance through its content and storytelling, launched CentSai One . This SaaS platform gives users access to a treasure trove of marketing materials to brand for their own business development. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
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