Search Results for: Financial Advisor

Financial Technology Association Welcomes New Members
Artificial Intelligence Banking Finance Fintech Machine Learning

Financial Technology Association Welcomes New Members

Fintech News Desk
by Fintech News Desk0
Klarna, Truework, Nium, Sezzle join cross-section of fintech leaders focused on advancing modern, consumer-centric regulation The Financial Technology Association (“FTA”) announced that Klarna, Truework, Nium, and Sezzle have become the newest members of the trade group. With these new members, FTA expands and deepens its broad representation of the fintech......
Informa Explores Robo-Advisory Space with New Digital Tool
Banking Digital Fintech Investments News

Informa Explores Robo-Advisory Space with New Digital Tool

Fintech News Desk
by Fintech News Desk0
New Digital Tracking Tool Mines ≈$450 Billion Industry for Strategies to Boost Performance of Banks, Investment Firms Financial services firms looking to grow robo-advisory wealth-management platforms can now gain market insights and competitive intelligence with new digital tracking launched by Financial Benchmarking & Omnichannel Experience (FBX). Similar to other tracking......
Burford Capital Appoints Kenneth A. Brause As Chief Financial Officer
Banking Fintech News

Burford Capital Appoints Kenneth A. Brause As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Burford Capital Limited, the leading global finance and asset management firm focused on law, today announced the appointment of Kenneth A. Brause as Chief Financial Officer, effective May 3, 2021. Mr Brause will be based in Burford’s New York office. Jim Kilman, Burford’s current CFO, was appointed in August 2019 to serve for up to two years, after......
Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm
Investments News

Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies announced that last month when it’s subsidiary Forta Financial signed an Agreement and Plan of Merger with Vestus Group and it’s affiliate NCW in California, that the same month the Monterey Herald recognized Vestus Group as the Best Investment Firm for the year. The Monterey Herald presented their Readers’......
Parcrest Advisors Successfully Completes Industrial Distribution Transaction with Commercial Energy Specialists Receiving a Strategic Investment from Turning Basin Capital
Banking Investments News

Parcrest Advisors Successfully Completes Industrial Distribution Transaction with Commercial Energy Specialists Receiving a Strategic Investment from Turning Basin Capital

Fintech News Desk
by Fintech News Desk0
Parcrest Advisors served as the exclusive investment banking advisor to Commercial Energy Specialists on its investment from Turning Basin Capital. CES is a pioneer and leading provider of Service Supported Distribution® water treatment solutions for thousands of institutional and commercial swimming pools, spas, water parks, water features, and industrial process......
AlphaCredit To Restate Financial Statements
Finance Fintech News

AlphaCredit To Restate Financial Statements

Fintech News Desk
by Fintech News Desk0
Alpha Holding, S.A. de C.V., a leading technology-enabled, financial services company, today announced that the Company will restate its financial statements for the years ended December 31, 2019 and 2018 (the “Prior Period Financial Statements”) to correct an error in the Company’s accounting for its derivative positions.  The Company has determined......
XA Network Expands And Appoints Senior Advisory Board, As Southeast Asia Digital Economy Races Ahead
Digital Investment Services News

XA Network Expands And Appoints Senior Advisory Board, As Southeast Asia Digital Economy Races Ahead

Fintech News Desk
by Fintech News Desk0
XA Network comprises members from technology companies including Alibaba, Gojek, Grab, Google, Amazon, Netflix and Twitter to invest in the Southeast Asia start-up community to help them scale The XA Network [the X denotes any tech firm with $1b+ valuation and the A refers to Alumni], the leading member-based investment network of......
YCharts Launches New Partnership with United Planners Financial Services
Finance Fintech News

YCharts Launches New Partnership with United Planners Financial Services

Fintech News Desk
by Fintech News Desk0
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions YCharts, an investment research, analytics, and client communications platform, announced a new partnership......
Even Financial Launches 'Financial Products for Salesforce' on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Digital Fintech News

Even Financial Launches ‘Financial Products for Salesforce’ on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Now Financial Advisors & Any Business Can Easily Provide Real-Time, Personalized Financial Products to Their Clients — Including Loans, Savings & More — powered by Salesforce Even Financial, a platform for financial services search, acquisition, and monetization, announced the launch of ‘Financial Products for Salesforce’ – Powered by Even, a......
Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board
Business Fintech News

Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board

Fintech News Desk
by Fintech News Desk0
Leftbrain, the leading fintech company in business management, today announced the appointment of Jenna Adler, Lindsay Unwin, and Michael Fineberg to its newly formed advisory board. The board brings decades of collective experience in the music and tech industries and will be instrumental in helping Leftbrain scale its technologies and reach a new generation......
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