Search Results for: Business Advisory

Lendified Makes Private Placement Offering Available to All Investors
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Lendified Makes Private Placement Offering Available to All Investors

Fintech News Desk
First Ever Company to Utilize Dealsquare and Frontfundr for Pre-Go-Public Private Placement Lendified Holdings Inc. (“Lendified”), a FinTech company operating a lending platform for small businesses and a SaaS technology platform providing AI-enabled credit origination and analytics to financial institutions, previously launched a $4 million private placement and today made......
Payveris and Vouchr Begin Delivering Next-Gen Personalized, Interactive Digital Money Movement
Banking Business Fintech News

Payveris and Vouchr Begin Delivering Next-Gen Personalized, Interactive Digital Money Movement

Fintech News Desk
 Payveris, the fastest-growing provider of innovative, digital money movement technology to financial institutions, announces new partnership with Vouchr, the creators of an experience platform that transforms digital money movement into a fun and social experience by allowing users to personalize payments to friends and family with a wide range of multimedia......
Payments Industry Turning Point - Coalfire First to Certify With New Software Security Standard
Banking Fintech Radar Fintech Startups

Payments Industry Turning Point – Coalfire First to Certify With New Software Security Standard

Fintech News Desk
Company Set to Assess and Validate Next-Generation PCI Cyber Defense Coalfire, a provider of cybersecurity advisory and assessment services, today became the first firm to be accredited by the Payment Card Industry Security Standards Council (PCI SSC) to assess software solutions against the new Software Security Framework/Secure Software Lifecycle (SSF/SLC)......
Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
Business News

Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Fintech News Desk
Unveiled at the T3 Advisor Conference, the New Product Offers Advisory Businesses Of All Sizes a Turnkey, AI-Powered Solution that Combines Personalization with Automation  Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over Ten made......
CardWorks Announces Acquisition by Ally Financial.
Banking Fintech Radar News

CardWorks Announces Acquisition by Ally Financial

Fintech News Desk
Cardholder Management Services, Inc. (“CardWorks”), a leading non-prime credit card and consumer finance lender with a full-spectrum unsecured servicing platform and robust merchant services capabilities, announced that it has signed a definitive agreement to be acquired by Ally Financial Inc. in a transaction valued in excess of $2.65 billion, subject to......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
Numerati Partners LLC co-hosted the second InsurTech Alliance (ITA) Science & Engineering Expo on January 30, 2020 in New York City. The ITA Science & Engineering Expo is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm seeking to foster the next generation of data-intensive risk and liability management enterprises in......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Centage Corporation Taps Nate Burnes as Vice President of Customer Success
Business Fintech News

Centage Corporation Taps Nate Burnes as Vice President of Customer Success

Fintech News Desk
Centage Corporation, leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced that it has promoted Nate Burnes into the newly created role of Vice President of Customer Success, reporting directly to the CEO of Centage. In his new role, Burnes will oversee Centage’s......
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