Search Results for: FinTech affiliate

Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
Apollo European Principal Finance Completes Real Estate Portfolio Acquisition from ENPAM
Finance News

Apollo European Principal Finance Completes Real Estate Portfolio Acquisition from ENPAM

Fintech News Desk
Apollo announced that European Principal Finance funds managed by its affiliates have completed its previously announced acquisition of a portfolio of real estate assets for €842 million from the Italian pension fund Fondazione Ente Nazionale di Previdenza ed Assistenza dei Medici e degli Odontoiatri (“ENPAM”). The portfolio is comprised of......
Advanced Time Segmentation Available Exclusively to Cetera Network
Finance News

Advanced Time Segmentation Available Exclusively to Cetera Network

Fintech News Desk
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only......
Comvest Credit Partners Announces Investment in Horsepower Financial
Finance News

Comvest Credit Partners Announces Investment in Horsepower Financial

Fintech News Desk
Comvest Credit Partners, a leading provider of flexible financing solutions to middle-market companies, has acted as Administrative Agent in providing a $40 million senior secured credit facility to Horsepower Financial, LLC, and its affiliates. Horsepower, a Lebanon, Ohio-based provider of consumer motorcycle leasing services, will use the Financing to fund......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
CaspianEx Is Going To Launch A Legal Platform For Trading Digital Assets In Kazakhstan
Cryptocurrency News Trading

CaspianEx Is Going To Launch A Legal Platform For Trading Digital Assets In Kazakhstan

Fintech News Desk
In June 2020, the Kazakh government signed the law “On Amendments and Additions to Certain Laws of the Republic of Kazakhstan on Regulation of Digital Technologies,” which establishes a set of rules for cryptocurrency trading in the country. The Astana International Financial Centre (hereinafter as – AIFC) regulates the circulation......
1eco Limited Enters Strategic Partnership with SearchFy
E-commerce News

1eco Limited Enters Strategic Partnership with SearchFy

Fintech News Desk
1eco Limited’s Connect-to-Earn (C2E) blockchain metaverse platform ‘1eco World’ establishes partnership with ‘SearchFy’ to strengthen its commerce ecosystem 1eco Limited, (CEO Ryan Keum), a operator of 1eco World, a Connect-to-Earn (C2E) blockchain metaverse platform that provides rewards to users as much as it contributes to solving problems in real-world society,......
LendKey Selects Unqork as its No-Code Platform Provider
Lending News

LendKey Selects Unqork as its No-Code Platform Provider

Fintech News Desk
Partnership to Accelerate LendKey’s Lending Solutions Technology and Provide Increased Value for Affiliate Partners and Customers LendKey, a leader in managing digital lending networks for credit unions and banks, today announced a partnership with Unqork, the leading no-code enterprise application platform. The new partnership positions LendKey to accelerate its direct......
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