Search Results for: Financial Advisor

CoinsMarkets Upgrades Platform, Adds New Charting Tools
Cryptocurrency Currency Exchange News

CoinsMarkets Upgrades Platform, Adds New Charting Tools

Fintech News Desk
by Fintech News Desk0
New technologies are constantly improving the online financial services sphere, providing the necessary tools to properly analyze the markets and improve decision-making processes. With competition over clientele becoming more and more intense, one name stands out, thanks to its ability to innovate time and again. That is online brokerage brand ConisMarkets,......
Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office
Artificial Intelligence Fintech News

Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office

Fintech News Desk
by Fintech News Desk0
Product Partnership Brings JIFFY.ai’s Integrated Intelligent Automation to the Docupace Platform Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, and JIFFY.ai, the innovative provider of true end-to-end intelligent automation applications, announce the companies are jointly developing the wealth management industry’s most powerful suite of automation......
Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
Finance Investment Services News

Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge

Fintech News Desk
by Fintech News Desk0
Proven Workflow and Case Management Tools Improves Accuracy and Efficiency Snowden Lane Partners, a hybrid Broker-Dealer and Registered Investment Advisor financial services firm based in New York City, has gone live with the ComplianceEdge Trade Surveillance and Account Monitoring solution from InvestEdge. InvestEdge Inc., is a leading provider of innovative advisor......
DoseSpot Announces Growth Investment From PSG
Fintech Investment Services News

DoseSpot Announces Growth Investment From PSG

Fintech News Desk
by Fintech News Desk0
DoseSpot, a software-as-a-service (SaaS) platform that enables clinicians to electronically write and transmit prescriptions to pharmacies, announced that they have partnered with PSG, a leading growth equity firm partnering with middle-market software and technology-enabled services companies. PSG’s investment will seek to accelerate DoseSpot’s ability to increase its support for existing......
Ridgeway Partners Announces Hari Krishnaswami as Managing Director
Finance News

Ridgeway Partners Announces Hari Krishnaswami as Managing Director

Fintech News Desk
by Fintech News Desk0
Ridgeway Partners announced that Hari Krishnaswami has joined the firm as a Managing Director in the New York Office. He will focus on supporting initiatives across Asset and Wealth Management, Financial Services and Financial Technology. Mr. Krishnaswami joins Ridgeway Partners from ISS Market Intelligence. ISS Market Intelligence is a leading provider......
BTIG Franchise Sales Adds FinTech Strategy and Sales Specialist Michael Turner
Fintech News

BTIG Franchise Sales Adds FinTech Strategy and Sales Specialist Michael Turner

Fintech News Desk
by Fintech News Desk0
BTIG announced that Michael Turner has joined the firm’s Franchise Sales division as a Managing Director and FinTech Strategy and Sales Specialist. Mr. Turner will provide analysis and sales commentary for BTIG’s institutional investor and corporate clients. In his new role with the firm, he will report to Dan Wychulis, Managing......
Buckle Beefs Up Corporate Leadership with 3 Key Appointments
Finance News

Buckle Beefs Up Corporate Leadership with 3 Key Appointments

Fintech News Desk
by Fintech News Desk0
Buckle adds new Chief Credit Officer, Chief Marketing Officer, and SVP of Sales and Underwriting as company elevates service to gig rideshare and delivery drivers Buckle, the inclusive tech-enabled financial services company, has appointed Pedram Afshar as the company’s new Chief Credit Officer. Pedram was previously Chief Digital and Operating Officer of......
The Sandbox and Brinc Announce US$50 Million Open Metaverse Accelerator Program Funding for 100 Startups
Blockchain News

The Sandbox and Brinc Announce US$50 Million Open Metaverse Accelerator Program Funding

Fintech News Desk
by Fintech News Desk0
The Sandbox Metaverse Accelerator Program will invest in 30 to 40 blockchain startups a year, helping to develop the open metaverse The Sandbox, a leading decentralized gaming metaverse and a subsidiary of Animoca Brands, has committed US$50M to Brinc, a leading global venture accelerator, for The Sandbox Metaverse Accelerator Program, which will target 100 startups to......
Circle Names Tech Industry Veteran Sherice Torres as CMO
Finance News

Circle Names Tech Industry Veteran Sherice Torres as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Circle Internet Financial, LLC, a global internet finance firm that provides payments and financial infrastructure to businesses of all sizes, is pleased to announce Sherice Torres is joining as Chief Marketing Officer. A respected and well-known professional in the technology industry, Ms. Torres brings 25 years of experience helping cutting edge brands......
Strategas Launches Two New Thematic Exchange Traded Funds
Digital Asset Management News Trading

Strategas Launches Two New Thematic Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
Strategas Macro Thematic Opportunities ETF (SAMT) and Strategas Global Policy Opportunities ETF (SAGP) are designed to leverage the firm’s industry-leading macro research to identify and capitalize on shifts in thematic momentum -Strategas Asset Management, the investment advisory arm of Strategas, one of the world’s leading institutional macro research providers, is......
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