Search Results for: Fidelity

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Summer Announces $6 Million in New Funding to Accelerate Growth of its Student Debt and Education Assistance Offering
Fintech Funding News

Summer Announces $6 Million in New Funding to Accelerate Growth of its Student Debt and Education Assistance Offering

Business Wire
by Business Wire0
Summer has surpassed $1 billion in total student loan savings for borrowers Summer, the certified B Corp committed to addressing the national student debt crisis, announced that it has raised $6M in new capital, with $18M raised in funding to date. General Catalyst, QED Investors, Flourish Ventures, Greycroft, Story Ventures,......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk
Investment Services News

FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk

PR Newswire
by PR Newswire0
Firm Now Provides Users a Seamless View into Six of the Nation’s Largest Custodians, Up from Two at the Beginning of the Year FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment experience to their clients at scale – announced that it has......
Sustainable Bitcoin Protocol Partners with BitGo to Launch the First Sustainable Custody Solution for Bitcoin
Digital Asset Management News

Sustainable Bitcoin Protocol Partners with BitGo to Launch the First Sustainable Custody Solution for Bitcoin

Business Wire
by Business Wire0
Sustainable Bitcoin Protocol (SBP) partners with BitGo, the leader in digital asset security, custody, and liquidity to launch the first-ever sustainable custody solution for Bitcoin. The new offering aims to address the increasing demand from ESG and climate-focused institutional investors who want to hold Bitcoin but are concerned about its......
Gamma.io Unveils Trustless Bitcoin Ordinals Marketplace
Digital Asset Management News

Gamma.io Unveils Trustless Bitcoin Ordinals Marketplace

PR Newswire
by PR Newswire0
Launching the first seamless marketplace solidifying its position as the digital asset layer for Bitcoin Gamma.io, the trailblazer in the Bitcoin NFT space, announced the launch of its trustless Bitcoin ordinals marketplace. Building on 18 months of experience and a deep understanding of the Bitcoin ecosystem, Gamma.io is committed to becoming......
Bluestone Bank Announces Meg McIsaac as New President and CEO
Banking News

Bluestone Bank Announces Meg McIsaac as New President and CEO

PR Newswire
by PR Newswire0
Seasoned banking industry leader with over 30 years of experience is named President and CEO of Bluestone Bank Bluestone Bank is pleased to announce that Meg McIsaac has been named President and CEO. McIsaac began her career in banking over 30 years ago and worked for large commercial banks until she went to......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
GTreasury Launches ClearConnect to Set the Standard for Complete Connectivity into Third-Party Banking, Payments, and Financial Data
News Risk Management

GTreasury Releases ClearConnect Gateway for Seamless Banking API Connectivity

GlobeNewswire
by GlobeNewswire0
ClearConnect Gateway delivers out-of-the-box global bank API connectivity for immediate and cost-efficient balance and transaction reporting, payments, and real-time data analysis GTreasury, a treasury and risk management platform provider, announced the launch of ClearConnect Gateway, a uniquely-comprehensive, out-of-the-box global bank API connectivity suite. ClearConnect Gateway offers GTreasury customers a giant......
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