Search Results for: Financial Advisor

Artificial Intelligence Fintech News

Sootchy App Aims to Make Debt-Free College a Reality for Every Child by Eliminating Student Loans through 529 Plans

Fintech News Desk
by Fintech News Desk0
First-of-its-kind AI-enabled fintech platform helps avoid a future of student loan debt by leveraging friends and family networks–and tax advantaged 529 accounts Sootchy, a mobile and desktop college savings platform, is launching this fall to help millions avoid crushing student debt through the gifting power of family and friends and......
Banking Fintech Investment Services News Risk Management

National Savings Bank Sri Lanka Enables Enterprise-Level Fraud Management with ACI Worldwide

Fintech News Desk
by Fintech News Desk0
ACI Worldwide, a leading global provider of real-time digital payment software and solutions, today announced that Sri Lanka’s National Savings Bank (NSB) will leverage its Payments Risk Management solution to enable enterprise-wide fraud detection and prevention. NSB is one of Sri Lanka’s largest public sector banks, with more than 4,000......
Mazars in South Africa Selects Verady's Ledgible for Crypto Asset Confirmations
Cryptocurrency Fintech News

Mazars in South Africa Selects Verady’s Ledgible for Crypto Asset Confirmations

Fintech News Desk
by Fintech News Desk0
Verady, the leading cryptocurrency tax and accounting software company, announced Mazars in South Africa international audit, tax and advisory firm has selected Ledgible to supply confirmation and reporting around its clients’ digital currency audits. Understanding how digital assets align with accounting, reporting and verification is key to the adoption of cryptocurrency worldwide. Ledgible is the bridge......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking
Banking Blockchain Fintech Investment Services News

Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking

Fintech News Desk
by Fintech News Desk0
Thomas Amstutz, will be appointed as BVV Asia-Pacific Chairman to capture the emerging fintech and blockchain opportunities between Switzerland and Singapore. Blockchain Valley Ventures (BVV), the Swiss-based venture capital firm and corporate finance advisor, announced today the appointment of Thomas Amstutz as the Asia-Pacific Chairman to bolster its private wealth......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

Clermont Partners Expands Senior Leadership with the Addition of Jim Koppa as Director of Research

Fintech News Desk
by Fintech News Desk0
Clermont Partners, one of the nation’s largest women-owned financial communications firms, announced today it has expanded its senior management team with the addition of Jim Koppa as Director of Research. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics......
BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
A-Team Group Recognizes ICE Data Services as Best Pricing and Valuations Data Provider
Fintech News

Intercontinental Exchange Announces the Election of Caroline Silver to the ICE Board of Directors

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listing services, announced that its Board of Directors has elected Caroline Silver as a new Director effective August 13, 2020. She fills a newly created seat on the Board. Read More: COVID-19......
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