Search Results for: Financial Advisor

Plastiq and Tipalti Partner to Increase Working Capital and Automate Bill Pay for Commercial Businesses
Business Capital Markets Fintech News Robotic Process Automation

B2B Fintech Tipalti Raises $150 Million at a Valuation of More Than $2 Billion to Accelerate its Mission to Elevate the Finance Function

Fintech News Desk
by Fintech News Desk0
 Tipalti, the leading global payables automation solution,  announced it raised $150 million at a valuation of more than $2 billion, bringing total funding raised to date to around $280 million for the B2B fintech company. Read More: GlobalFintechSeries Interview with Piers Ridyard, CEO of Radix Led by Durable Capital Partners, the......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
Alacriti and Glia Partner to Strengthen Financial Institutions’ Digital Customer Service for Payments
Fintech News

Alacriti Partners with The Clearing House to Drive Faster Payments Innovation

Fintech News Desk
by Fintech News Desk0
Helping financial institutions deliver real-time payments experiences Alacriti, a fintech company specializing in digital payments, today announced it is partnering with The Clearing House in order to help foster real-time payments adoption across the banking and credit union markets. Read More: DeFiner Announces Latest Investment from SNZ Holding Alacriti provides a cloud-native......
Seiling State Bank Signs with Teslar Software to Improve Commercial Lending
Banking Fintech News

Seiling State Bank Signs with Teslar Software to Improve Commercial Lending

Fintech News Desk
by Fintech News Desk0
Partnership will help bank better manage entire lending portfolio, including PPP lifecycles Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Seiling State Bank has selected its platform to improve processes and better serve customers. Read More: DeFiner......
Fintech Fintech Funding Investment Services News Trading

LeaseCrunch® Announces Successful Completion of System and Organization Controls (SOC) 1® Type II Audit Examination

Fintech News Desk
by Fintech News Desk0
LeaseCrunch, the only lease accounting software made by former CPA firm auditors for CPA firm auditors, today announced the successful completion of a System and Organization Controls (SOC) 1® Type II audit examination. This is concurrent with the successful completion of an ongoing SOC 2® Type II audit examination. LeaseCrunch,......
Banking Business Capital Markets Fintech Fintech Funding Investment Services News Risk Management

Eze Castle Integration Winning Streak Continues as Company Takes Home HFM US Service Provider and HFM Technology Awards

Fintech News Desk
by Fintech News Desk0
HFM Quant Shortlist Company for Cyber-Security Solution and Cloud Computing Provider Eze Castle Integration, a global leader in end-to-end technology solutions, today announced that it has been awarded “Best Use of Cloud Technology” in the HFM US Service Provider Awards and “Best Cyber-Security Solution” in HFM European Technology Awards. The......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
SRAX Announces Malcolm CasSelle as Chief Executive Officer of BIGtoken
Business Fintech News

SRAX Announces Malcolm CasSelle as Chief Executive Officer of BIGtoken

Fintech News Desk
by Fintech News Desk0
SRAX, Inc. (NASDAQ: SRAX), a financial technology company that unlocks data and insights for publicly traded companies, announced that Malcolm CasSelle, one of its board members, will be appointed chief executive officer of BIGtoken, a wholly owned subsidiary of SRAX. As previously announced, SRAX has entered into a definitive agreement......
SoFi Invest Puts the "Social" Back in Social Finance
Fintech News

SoFi Brings Another Perk to Fridays with the First-Ever Weekly Income ETF (TGIF)

Fintech News Desk
by Fintech News Desk0
Actively managed fund is the first fixed-income ETF to provide investors with weekly distributions SoFi announced today the launch of its newest exchange -traded fund (ETF): the SoFi Weekly Income ETF (NYSE:TGIF), the online personal finance company’s first fixed-income offering and the industry’s first ETF to offer a weekly distribution to......
HyperChain CEO Stelian Balta About Company’s Plan to Extend Investments in DeFi Projects
Capital Markets Fintech News

HyperChain CEO Stelian Balta About Company’s Plan to Extend Investments in DeFi Projects

Fintech News Desk
by Fintech News Desk0
Projects in the decentralized financial industry have been gaining serious traction being an alternative to traditional financing without the need for banks or other classic financial intermediary to be involved. Witnessing the new trend, HyperChain Capital, the firm led by the serial entrepreneur Stelian Balta announces their plans to increase......
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