Search Results for: Financial Advisor

NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
by Business Wire0
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
ValidMind-Secures-$8.1-Million-to-Bring-More-Trust-and-Transparency-to-AI-in-Financial-Services
Artificial Intelligence Fintech News

ValidMind Secures $8.1 Million to Bring More Trust and Transparency to AI in Financial Services

Business Wire
by Business Wire0
This funding will advance ValidMind’s go-to-market plans and establish it as a long-term partner to its customers in financial services. With this round, ValidMind’s total funds raised are $11.1 million. ValidMind, the leading next-generation AI and model risk management platform for financial services, today announced it has raised $8.1 million......
Media Advisory: Federal Home Loan Bank of Dallas and Wells Fargo Bank Award $1.5M for Senior Housing
Banking Fintech News

Media Advisory: Federal Home Loan Bank of Dallas and Wells Fargo Bank Award $1.5M for Senior Housing

Business Wire
by Business Wire0
FHLB Dallas awarded the project a $1.5 million in Affordable Housing Program (AHP) grant to be used for construction. The Federal Home Loan Bank of Dallas (FHLB Dallas) will join Wells Fargo Bank (Wells Fargo) tomorrow at a groundbreaking ceremony for Felician Village II, a three-story, 66-unit housing development for......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
Ally Financial Continues to Make Women's Sports Unmissable, Sponsors U.S. Tour for Wrexham AFC Women
Fintech News

Ally Financial Continues to Make Women’s Sports Unmissable, Sponsors U.S. Tour for Wrexham AFC Women

PR Newswire
by PR Newswire0
Ally also announced its sponsorship of the Wrexham AFC Men’s Summer Wrex Coast Tour. Ally Financial, a financial services company with the United States’ largest all-digital bank and a leading brand in women’s sports, announced its historic sponsorship of Wrexham AFC Women to help bring the club to the U.S. for the......
Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement
Finance Fintech News

Survey Reveals New Era of Financial Independence as Millennials Seek to Redefine Retirement

Fintech News Desk
by Fintech News Desk0
The study, which marks a new understanding of retirement planning’s shifting paradigms, surveyed millennials nationwide, shedding light on the evolving attitudes and behaviors surrounding their retirement readiness, retirement confidence, and consumer debt.  A new survey commissioned by IRALOGIX, a retirement industry fintech provider, reveals how millennials are reshaping the retirement......
GAIM Ops Cayman Explores the State of Alternative Investment Operations with Top Government Officials, Regulatory Agencies, Legal, Fintech and Financial Firm Leaders
Investment Services News

GAIM Ops Cayman Explores the State of Alternative Investment Operations with Top Government Officials, Regulatory Agencies, Legal, Fintech and Financial Firm Leaders

PR Newswire
by PR Newswire0
The event begins April 14 through 17, 2024 at the Ritz-Carlton, Grand Cayman. More than 700 c-suite executives, managing directors, top government officials and senior professionals shaping the alternative investment operations are expected at this year’s GAIM Ops Cayman in Grand Cayman to discuss operations, legal issues, security, AI, tech, and due diligence. The curated......
Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions
Investment Services News

Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions

PR Newswire
by PR Newswire0
The investment is made in partnership with ActiveViam’s founders and management to support and accelerate continued high-growth and expansion   Nordic Capital, a leading investor in banking software, will leverage its long-standing expertise and experience from accelerating digitization of the financial services industry The aim is to realize ActiveViam’s potential......
Fintech News

Prudential Financial Introduces Its Next Class of Emerging Visionaries

PR Newswire
by PR Newswire0
In its third year, the program honors 25 exceptional young leaders for their work addressing the challenges of a changing world. Twenty-five young leaders from across the U.S. have been honored by Prudential Financial as the latest class of Prudential Emerging Visionaries. Prudential Emerging Visionaries honors exceptional students ages 14-18......
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