Search Results for: Financial Advisor

Clio Announces Centaur Status, Joining Elusive $100Million ARR Club
Fintech Funding News

Clio Announces Centaur Status, Joining Elusive $100Million ARR Club

Fintech News Desk
by Fintech News Desk0
Clio’s rapid innovation and support for the legal industry has secured its position as a market leader, furthering the company’s goal of becoming an enduring, 100-year company. Clio, the world’s leading provider of cloud-based legal technology, is Canada’s first legal technology company to achieve centaur status, a title reserved for private SaaS......
Citi Global Wealth Investments Issues Mid-Year Outlook 2022 Investing in the Afterglow of a Boom
Investments News

Citi Global Wealth Investments Issues Mid-Year Outlook 2022 Investing in the Afterglow of a Boom

Fintech News Desk
by Fintech News Desk0
After a tough start to 2022, Citi explores what may lie ahead for investors, highlighting quality and resilience in portfolios Citi Global Wealth Investments today released its Mid-Year Outlook 2022 report: Investing in the afterglow of a boom. This biannual report sets out Citi’s outlook on rapid developments in the global......
Gen II Fund Services Selects NTT to Drive its Cloud Transformation
Fintech Funding News

Gen II Fund Services Selects NTT to Drive its Cloud Transformation

Fintech News Desk
by Fintech News Desk0
Partnership bolsters firm’s global cloud and security platform; Exemplifies commitment to best-in-class operations Gen II Fund Services, LLC (“Gen II”), a leading independent fund administrator in the alternative investment space, announced it has chosen NTT Ltd., a leading global technology services provider, as its managed cloud services provider to accelerate......
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 News Desk
by Fintech News Desk0
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......
Codat raises $100 million to build the internet for business data and announces J.P. Morgan, Shopify & Plaid as investors
Investments News

Codat Raises $100 Million to Build the Internet for Business Data and Announces J.P. Morgan, Shopify & Plaid as Investors

Fintech News Desk
by Fintech News Desk0
Codat, the universal API for small business data, announced that it has raised $100 million in a series C investment round led by JP Morgan Growth Equity Partners. Canapi Ventures and Shopify also participated in the round and Plaid has been publicly named as an investor for the first time. Existing investors......
DBV Technologies Announces Private Placement Financing of $194 Million
Fintech Funding News

DBV Technologies Announces Private Placement Financing of $194 Million

Fintech News Desk
by Fintech News Desk0
DBV Technologies Announces Private Placement Financing of $194 Million DBV Technologies a clinical-stage biopharmaceutical company, announced an aggregate $194 million private investment in public equity (PIPE) financing (corresponding to €181 million on the basis of an exchange rate of $1.0739 = €1.00 published by the European Central Bank on June......
Valor Siren Ventures Closes Out a $5Million Seed Round For ping, a Patented Voice Platform for the Gig Economy, Auto Insurance and Fleets
InsurTech News

Valor Siren Ventures Closes Out a $5Million Seed Round For ping, a Patented Voice Platform for the Gig Economy, Auto Insurance and Fleets

Fintech News Desk
by Fintech News Desk0
Ping is the first and only voice platform for commercial drivers that reads delivery updates and all other time-sensitive messages aloud automatically, so they can drive safer. Latest Fintech News: Terawatt Technology Completes Series B Funding to Accelerate Pilot Production of Its Next-Gen 71% of commercial vehicle crashes involve distracted......
Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure
Finance News

Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure

Fintech News Desk
by Fintech News Desk0
Putrino’s Outstanding Record Advising Companies and Investors Enhances Oppenheimer’s Standing as Banker of Choice in Real Estate, Lodging & Leisure Oppenheimer & Co. Inc. a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings announced the continued expansion of its Financial Institutions team with the appointment of John C. Putrino as......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
The Financial Brand and Boost.ai Detail Unleashing Digital Brilliance in Banking
Finance News

IDB Invest Structures its Largest B-Bond to Finance the Central Railroad Line Project in Uruguay

Fintech News Desk
by Fintech News Desk0
IDB Invest provides a new financing package for the Central Railroad Line Project in Uruguay to improve connectivity and integration within the country with its capital, Montevideo. The financing consists of a $250 million senior facility through a fixed rate B-bond. Latest Fintech News: Pinwheel Furthers its Commitment to Providing Best-in-Class Security and Compliance for......
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