Search Results for: Financial Advisor

Burkland Launches New Dedicated Practice for Financial Technology Startups
Blockchain Fintech News

Burkland Launches New Dedicated Practice for Financial Technology Startups

Fintech News Desk
by Fintech News Desk0
Dream team of Fractional CFOs, Controllers and Accountants provides strategic financial guidance from Pre-Seed to Series C and beyond Burkland, a full service fractional CFO and accounting provider for startups, announced a new dedicated Financial Technology practice team. Specifically developed to meet the needs and address the challenges facing Financial......
Brim Financial Raises $25 Million Series B To Transform The Way People Bank And Shop
Finance Fintech News

Brim Financial Raises $25 Million Series B To Transform The Way People Bank And Shop

Fintech News Desk
by Fintech News Desk0
Series B round co-led by Desjardins Group and US-based EPIC Ventures Funding will accelerate the rollout of Brim Financial’s full suite of digital payment products and the expansion of its rapidly growing Platform as a Service Brim Financial (Brim), a Canadian next-generation Fintech company and certified issuer, announced the close......
African Development Bank President Adesina calls for African Financial Stabilization Mechanism
Banking Featured Finance Fintech News

African Development Bank President Adesina calls for African Financial Stabilization Mechanism

Fintech News Desk
by Fintech News Desk0
Africa’s collective debt now stands at 70% of the continent’s gross domestic product (GDP) African Development Bank President Akinwumi Adesina, recipient of the 2017 World Food Prize, and Professor Joseph E. Stiglitz, recipient of the 2001 Nobel Memorial Prize in Economic Sciences, have called for a quick and comprehensive plan for......
Voya Financial Announces New Operating Model to Advance Its Growth Strategy
Investment Services Investments News

Voya Financial Announces New Operating Model to Advance Its Growth Strategy

Fintech News Desk
by Fintech News Desk0
Evolved model will position Voya’s Retirement, Employee Benefits and Investment Management businesses for continued growth Michael Smith and Charles Nelson named vice chairmen Heather Lavallee named CEO, Wealth Solutions and Robert Grubka named CEO, Health Solutions Voya Financial, Inc., announced several updates to its operating model and leadership team. The......
Seeds Partners With JUST Capital to Deliver Deeper Portfolio Impact Insights to Advisors and Investors
Finance Fintech News

Seeds Partners With JUST Capital to Deliver Deeper Portfolio Impact Insights to Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Partnership will enable Seeds to offer relevant metrics for advisors to improve prospecting and deepen client engagement Seeds, a financial technology firm that empowers financial advisors to offer clients a more intentional, purposeful, and personalized investing experience, has partnered with JUST Capital to deliver engaging impact insights to advisors and the clients......
Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
B2B Finance Fintech News

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked

Fintech News Desk
by Fintech News Desk0
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
Riskalyze Launches "Build My Tech Stack" Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations
Finance Fintech Investments News

Riskalyze Launches “Build My Tech Stack” Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations

Fintech News Desk
by Fintech News Desk0
“Integrations” has been loosely bandied about as a buzz-word for far too long, offering a lot of “what” but scarcely any “how” Using Riskalyze’s new proprietary tool, advisors can quickly assemble their ideal tech solutions, saving countless hours of frustration Riskalyze, the company that serves tens of thousands of financial......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Solutions First Financial Group Opens
Finance Fintech News

Solutions First Financial Group Opens

Fintech News Desk
by Fintech News Desk0
Bringing A Comprehensive Approach to Financial Planning Solutions First Financial Group is proud to announce the opening of its Scottsdale office, where founders Joe and Patty Donti will bring their Prep Better All-Weather Planning strategies to serve retirees throughout Arizona. Joe Donti, financial industry veteran and founder of Solutions First Financial Group said, “Solutions First......
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