Search Results for: Financial Advisor

Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
by Business Wire0
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
OKX Launches Turkish Lira Deposits and Withdrawals
Digital Asset Management News

OKX Launches Turkish Lira Deposits and Withdrawals

PR Newswire
by PR Newswire0
OKX makes it more convenient than ever to directly deposit and withdraw Turkish Lira (TRY), streamlining the trading experience for Turkish users OKX, the world’s second largest crypto exchange by trading volume, launched Turkish Lira (TRY) deposits and withdrawals on Android, iOS and web. The move comes as OKX deepens......
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......
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......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks
Banking News

Unifimoney and First Fidelity Bank Announces Enhanced Yield Savings Program for Community Banks

Business Wire
by Business Wire0
Unifimoney and First Fidelity Bank launch an enhanced yield savings program giving account holders the choice of a Cash Account with 3.655% APY or Money Market Fund with a 4.80% Unifimoney Inc., a multi-asset digital wealth management platform for Community Banks and Credit Unions, and First Fidelity Bank (FFB), a......
Adeptia Announces $65 Million Strategic Growth Investment Led By PSG
B2B Investment Services News

Adeptia Announces $65 Million Strategic Growth Investment Led By PSG

Business Wire
by Business Wire0
Company Taps Experienced Industry Veterans Vance Loiselle as CEO and Paul Moriarity as CRO Adeptia, a leader in B2B data integration and business data exchange, announced a $65 million strategic growth investment round led by PSG, a leading growth equity firm partnering with software and technology-enabled services companies to help......
Wolters Kluwer Compliance Solutions Shares Insights in Response to Silicon Valley Bank and Signature Bank Collapse
Compliance management News

Wolters Kluwer Compliance Solutions Shares Insights in Response to Silicon Valley Bank and Signature Bank Collapse

Business Wire
by Business Wire0
In the wake of the recent collapse of Silicon Valley Bank (SVB) and Signature Bank—and subsequent banking industry developments in the U.S. and elsewhere—markets and the public should be reassured by the response of federal regulators to cover depositors and to help maintain confidence and stability in the resilient U.S.......
Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Scott Kremeier
Banking Investment Services News

Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Scott Kremeier

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is pleased to announce the addition of Scott Kremeier as a managing director within the healthcare investment banking group. Kremeier joins Piper Sandler with more than 16 years of experience advising on a broad range of assignments, including buy side and sell side M&A transactions,......
Baker Tilly Teams Up with Ever.green to Create First Marketplace for Clean Energy Tax Credits
Finance Fintech News

Baker Tilly Teams Up with Ever.green to Create First Marketplace for Clean Energy Tax Credits

Business Wire
by Business Wire0
The Ever.green marketplace will transform the funding of clean energy projects by opening the door for new sources of capital from companies of all sizes to participate in a secure place to buy and sell tax credits Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) and Ever.green, a......
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