Search Results for: Envestnet

Zinnia to Acquire Policygenius, A Leading Digital Insurance Marketplace
InsurTech News

Zinnia to Acquire Policygenius, A Leading Digital Insurance Marketplace

PR Newswire
The combined company will create the first and only end-to-end insurance platform Zinnia, a life and annuity insurance technology and digital services company, announced it is acquiring Policygenius, a digital insurance marketplace. The acquisition lays the foundation for the industry’s first front-to-back architecture to power the entire insurance value chain......
Marex Solutions Selects MDX Technology Workflow for Rapid, Low-Code Application Development
Finance Fintech News

Marex Solutions Selects MDX Technology Workflow for Rapid, Low-Code Application Development

PR Newswire
MDXT Connect is fully integrated with Workflow to automate and de-risk post-trade processes MDX Technology (MDXT), an innovator in connectivity and SaaS low-code workflow solutions for financial institutions, announces a significant expansion of their existing relationship with Marex Solutions. The firm is now using the MDXT low-code workflow platform to automate post-trade......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
PayU appoints Arvind Agarwal as the CFO for its India Payments Business
Digital Payments Finance News

PayU Appoints Arvind Agarwal as the CFO for its India Payments Business

Fintech News Desk
PayU, India’s leading online payments solutions provider, announced the appointment of Arvind Agarwal as its new Chief Financial Officer. In his career spanning over two decades, Arvind has handled a wide range of financial and strategic leadership roles with multiple dynamic consumer-facing multi-billion-dollar tech companies. Arvind joins PayU after a successful stint at Nykaa that saw robust recovery......
8Twelve Surpasses $100 Million in Funded Private Mortgages
Mortgage News

8Twelve Surpasses $100 Million in Funded Private Mortgages

Fintech News Desk
8Twelve Financial Technologies Inc. is proud to announce that its private mortgage lending division has crossed a milestone of $100MM in funded private mortgages! A significant achievement given the company only recently celebrated its 4-year anniversary. 8Twelve’s private lending focuses on solving short-term funding problems with clear-cut exit strategies, thus increasing a......
PIMCO Launches New Interval Fund, the PIMCO Flexible Real Estate Income Fund
Investment Services News

PIMCO Launches New Interval Fund, the PIMCO Flexible Real Estate Income Fund

Fintech News Desk
The Fund will invest in public and private commercial real estate markets, seeking to harness the expertise and resources of PIMCO’s $190 billion CRE platform PIMCO, one of the world’s premier fixed income investment managers, has announced the launch of the PIMCO Flexible Real Estate Income Fund (REFLX), the firm’s......
Achieve Announces Close of Innovative, $175 Million HELOC Securitization
Finance News

Achieve Announces Close of Innovative, $175 Million HELOC Securitization

Fintech News Desk
Inaugural deal receives AAA rating and is backed by home equity lines of credit originated by Achieve Loans Achieve, the leader in digital personal finance, announces the closing of a first-of-its-kind, AAA-rated securitization backed by $175 million in newly-originated home equity lines of credit (HELOCs). The securitization, FREED Mortgage Trust 2022-HE1, consists......
BOMB Money Announces Bonus Offer to Celebrate Upcoming Blockchain Launch
Blockchain News

BOMB Money Announces Bonus Offer to Celebrate Upcoming Blockchain Launch

Fintech News Desk
BOMB Money is offering 2.5x all BOMB, which can be redeemed on their blockchain, BOMB Chain BOMB Money is launching their highly anticipated blockchain, BOMB Chain, on Jan. 9, 2023. BOMB Chain is being custom-built and powered by Ankr. Its native token, BOMB, is pegged to Bitcoin – the first of......
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