Search Results for: Envestnet

Amp Energy Secures Innovative $350 Million Cross-Jurisdictional Portfolio Financing With a Consortium of Leading Institutional Investors
Finance Investment Services Investments News

Amp Energy Secures Innovative $350 Million Cross-Jurisdictional Portfolio Financing With a Consortium of Leading Institutional Investors

Fintech News Desk
by Fintech News Desk0
Amp Energy (“Amp”), a global Energy Transition Platform and renewable energy developer, announced the closing of an innovative $350 million cross-jurisdictional credit facility with a consortium of leading institutional investors including Brookfield Asset Management, a leading sovereign wealth fund, and Nomura Securities. Brookfield Asset Management and the leading sovereign wealth fund......
Spring Harvest Corporation and My Anns Corporation Announce Merger Agreement
Banking News

Spring Harvest Corporation and My Anns Corporation Announce Merger Agreement

Fintech News Desk
by Fintech News Desk0
Spring Harvest Corporation (“Spring Harvest” or the “Company”) announced the signing of a definitive agreement to acquire My Anns Corporation (“My Anns”), the parent company of Piqua State Bank, a Kansas state-chartered bank with its principal office in Piqua, Kansas (the “Bank”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces Quarterly Operating Earnings “We......
Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding
Finance Fintech Funding News

Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding

Fintech News Desk
by Fintech News Desk0
Green Project’s all-in-one ESG software leverages targeted API integrations with a company’s existing data systems to cut through the cost and complexity of collecting, processing and reporting ESG data in-house Green Project Technologies, Inc. (“Green Project”), a leading SaaS-based ESG data management and reporting platform for SMEs, portfolio companies and......
Standing up for Investors: Lou Harvey Featured in Change Makers and Their Stories Podcast
Investment Services Investments News

Standing up for Investors: Lou Harvey Featured in Change Makers and Their Stories Podcast

Fintech News Desk
by Fintech News Desk0
“Investors know what their own best interests are—and financial institutions need to do a better job of listening,” says Lou Harvey, founder of the market research firm DALBAR Inc. In the latest episode of the podcast Change Makers and Their Stories, he describes how he stumbled into the investment business nearly a......
Nearly Two-Thirds of Americans Feel Anxious About Their Finances in 2022
Finance Fintech News

Nearly Two-Thirds of Americans Feel Anxious About Their Finances in 2022

Fintech News Desk
by Fintech News Desk0
Inflation and job concerns are top factors contributing to financial anxiety, new survey finds As a new year begins, 64% of Americans are feeling anxious about their finances, according to a new survey from fintech leader Policygenius. Nearly three in ten (29%) respondents reported feeling more anxious about their 2022 finances......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Open Banking or Connected Banking Is Evolving in the US Even Without a Mandate
Banking Fintech News

Open Banking or Connected Banking Is Evolving in the US Even Without a Mandate

Fintech News Desk
by Fintech News Desk0
Mercator Advisory Group releases new research that considers the state of connected banking in the U.S. and finds opportunities for financial institutions The sharing of data permissioned by millions of account owners is being used for account authentication, balance checks, and gathering of transaction data. This information is used to......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
Flourish Launches Flourish Crypto, the Turnkey Cryptocurrency Access Solution Custom Built for RIAs
Cryptocurrency Fintech Investments News

Flourish Launches Flourish Crypto, the Turnkey Cryptocurrency Access Solution Custom Built for RIAs

Fintech News Desk
by Fintech News Desk0
A Direct Ownership Bitcoin Investing Platform that Integrates into Existing RIA Workflows to Capture Growing Client Demand  Flourish, a platform which provides innovative access to financial products that help RIAs secure their clients’ financial futures, announced the launch of Flourish Crypto, a turnkey cryptocurrency investing solution built for registered investment......
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......
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