Search Results for: Financial Advisor

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates
B2B Fintech News

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates

Fintech News Desk
Round led by BNP Paribas, Europe’s leading financial institution Save, a fintech company that helps clients earn higher yields on their spending and savings, announces the successful closure of a funding round led by BNP Paribas, Europe’s leading financial institution. Joining BNP Paribas in the round is Webster Bank, a leading commercial bank in the Northeast who......
Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Fintech News Technology

CSI Expands Board Of Directors Following $1.6Billion Acquisition

Fintech News Desk
Computer Services Inc. (CSI), a leading provider of end-to-end fintech and regtech solutions, announced the appointment of three new voting members to its board of directors and details on its new chairman, Frank Martire, following the company’s acquisition by private equity firms Centerbridge Partners, L.P. (Centerbridge) and Bridgeport Partners (Bridgeport).......
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
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......
Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform
Cryptocurrency Finance News

Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform

Fintech News Desk
Collaboration helps credit unions and community banks better serve their 200m+ customers with self-directed investing wealth management services Unifimoney Inc. announced a collaboration with Gemini Trust Company that enables Credit Unions and Community Banks to trade over 80 cryptocurrencies. The offering is provided through Unifimoney’s turnkey crypto and digital wealth management......
Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud
Banking News

Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud

Fintech News Desk
Bank is using Temenos core banking and payments solutions to deliver accessible private banking for Swiss affluent Temenos, announced that Alpian SA, Switzerland’s first digital private bank, has gone live with core banking and payments services on Temenos Banking Cloud. The pioneering bank is running on Temenos Banking Cloud hosted on......
RSM and Vic.ai Partner to Help Enterprises Revolutionize the Accounting Process
Artificial Intelligence News

RSM and Vic.ai Partner to Help Enterprises Revolutionize the Accounting Process

Fintech News Desk
Reseller partnership offers RSM customers tailored access to AI-powered invoice processing solution that achieves up to 99% accuracy and ROI within 7 months RSM Canada LLP, a leading global provider of audit, tax and consulting services, announced that it has entered a reseller partnership with Vic.ai, the artificial intelligence (AI)......
Payfare Announces Significant Milestone of One Million Active Users
Digital Payments Fintech News

Payfare Announces Significant Milestone of One Million Active Users

Fintech News Desk
Payfare Inc., a leading fintech powering instant payout and digital banking solutions for the gig workforce, announced a significant milestone with the achievement of one million active users. This represents growth of approximately 79,318 active users (+9%) over September 30, 2022 and 488,228 active users (+95%) over December 31, 2021. Payfare’s active......
FBE and Eastern Bank Announce the Merger of FBE with Mill Cities Community Investments
Banking Finance News

FBE and Eastern Bank Announce the Merger of FBE with Mill Cities Community Investments

Fintech News Desk
The Foundation for Business Equity completes planned spin-off from Eastern Bank, and joins forces with Mill Cities Community Investments for its next phase of impact Eastern Bank and the Foundation for Business Equity (FBE), an award-winning Boston-based nonprofit organization working to scale small businesses of color, are pleased to announce the merger of FBE with Mill Cities......
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