Search Results for: Financial Advisor

Payroc Announces Integrated Partnership with Aleran Software
Business Fintech News

Payroc Announces Integrated Partnership with Aleran Software

Fintech News Desk
by Fintech News Desk0
Payroc LLC and its affiliates (“Payroc”), a leading merchant acquirer and global payment processing organization, announced their partnership with Aleran Software, an automated sales and ordering platform to provide a streamlined integrated payments solution for any marketplace. Read More: AdvisorPeak Bundles Rebalancing Solution for Panoramix Users “Facilitating integrated payments is......
Economy Fintech Fintech Funding InsurTech Investment Services News

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform
Capital Markets Fintech Investment Services News

FirePower Capital Secures Over C$250 Million Commitment Through Finitive Platform

Fintech News Desk
by Fintech News Desk0
Finitive, a financial technology platform providing institutional investors with direct access to alternative lending investments, is pleased to announce that FirePower Capital, a Canadian investor in mid-market private debt and private equity, as well as a provider of M&A advisory services, secured a multi-year capital arrangement from an institutional investor via......
Ripple Leads Sustainability Agenda to Achieve Carbon Neutrality By 2030
Blockchain Cryptocurrency Fintech News

Ripple Leads Sustainability Agenda to Achieve Carbon Neutrality By 2030

Fintech News Desk
by Fintech News Desk0
Announces strategic partnerships with Rocky Mountain Institute, REBA and Energy Web Foundation to ensure carbon net-zero future for blockchain Ripple, a leading provider of enterprise blockchain solutions for payments, is committing to be carbon net-zero by 2030, the first company in the blockchain industry to do so. As part of......
CLARA Analytics Unveils Its AI-Based Litigation Avoidance Solution for Commercial Auto
Artificial Intelligence Fintech News

CLARA analytics Expands Board of Directors With Veteran Executives Andrew Pinkes, Dave Hollander

Fintech News Desk
by Fintech News Desk0
CLARA analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology in the commercial insurance industry, today announced it has appointed Andrew Pinkes and Dave Hollander to its board of directors. The additions are in response to accelerated demand for the company’s products over the past year, furthering its goal of......
SS&C Announces SS&C Advent Insurance Marketplace
Fintech InsurTech News

SS&C Announces SS&C Advent Insurance Marketplace

Fintech News Desk
by Fintech News Desk0
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide......
Alternative Payments Platform AeroPay Raises Seed Round Funding Led by FinTech Experts Continental Investors
Fintech Fintech Funding Investment Services News

Alternative Payments Platform AeroPay Raises Seed Round Funding Led by FinTech Experts Continental Investors

Fintech News Desk
by Fintech News Desk0
The round will allow AeroPay to add top-tier talent, enhance product capabilities, and continue to scale throughout the United States AeroPay, a Chicago-based alternative payments platform, announced the closing of a seed round to accelerate its growth. The investment will allow AeroPay to add top-tier talent, enhance its product capabilities, and......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Capitalize Launches to Help 30M Americans Consolidate their 401ks, Announces Seed Round
Capital Markets Fintech News

Capitalize Launches to Help 30M Americans Consolidate their 401ks, Announces Seed Round

Fintech News Desk
by Fintech News Desk0
Capitalize automates the process of transferring retirement accounts with a free, digital platform to find legacy accounts, open new ones, and initiate rollovers online. Capitalize, the first independent platform to transfer retirement assets,  announced that it has closed a $2M Seed round led by Bling Capital, an early-stage venture fund......
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