Search Results for: Business Advisory

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
by Fintech News Desk0
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Kevin Lockhart Joins Perella Weinberg Partners as Partner
Business Capital Markets Fintech News

Kevin Lockhart Joins Perella Weinberg Partners as Partner

Fintech News Desk
by Fintech News Desk0
New Appointment Further Strengthens Firm’s Capital Markets Advisory Practice Perella Weinberg Partners (“PWP”) announced that Kevin Lockhart has joined the Firm as a Partner in its Advisory business. Based in New York, Mr. Lockhart will provide strategic capital markets advice to clients across industries. Read More: Abrigo Adds Transparent Artificial......
OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement
Business Economy Fintech Investment Services News

OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement

Fintech News Desk
by Fintech News Desk0
OCO Global, a leading specialist trade and investment advisory firm has announced the opening of its new office in Shanghai, China, and a new partnership with the market entry specialist Aventura. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “We are very excited to......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
SMArtX Appoints Industry Veteran to Serve as New President and COO
Capital Markets Fintech Investment Services News

SMArtX Appoints Industry Veteran to Serve as New President and COO

Fintech News Desk
by Fintech News Desk0
Jonathan Pincus Joins Executive Leadership Team with Deep Experience in Leading Technical Innovation Across Top Tier Financial Services Organizations SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of Jonathan Pincus as SMArtX’s new President and......
Tequity's Client VennScience Has Been Acquired by PureFacts
Fintech News

Tequity’s Client VennScience Has Been Acquired by PureFacts

Fintech News Desk
by Fintech News Desk0
Tequity, an M&A advisory firm with an exclusive focus on global enterprise software and IT companies, acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This strategic acquisition enriches and extends PureFacts’......
TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa
Fintech Investment Services News Trading

TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa

Fintech News Desk
by Fintech News Desk0
Firm dubbed one of “The Best Places to Work in Financial Technology” for a second consecutive year. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
by Fintech News Desk0
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
Singapore's Volopay raises $2.1m
Business Fintech Investment Services News

Venbrook Appoints Joseph Orlando as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Experience Financial Executive Joseph Orlando Joins Venbrook Group as CFO Venbrook Group, LLC welcomes Joseph Orlando as new Chief Financial Officer. As Chief Financial Officer Joe will assume operational leadership for all of the Company’s financial functions including accounting, corporate finance, audit, and treasury. His major responsibilities will include capital fundraising, banking......
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