Search Results for: Financial Advisor

OneStream Software Expands Board of Directors and is Ranked in the Inc. 5000 Fastest Growing Private Companies for the 5th Consecutive Year
Fintech News

OneStream Software Expands Board of Directors and is Ranked in the Inc. 5000 Fastest Growing Private Companies for the 5th Consecutive Year

Fintech News Desk
by Fintech News Desk0
OneStream deepens board expertise with the additions of Kara Wilson and Jonathan Mariner to support continued growth and pre-public structure OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, has appointed two new members to its board of directors. Jonathan Mariner, experienced finance......
COVID-19 and Automation are Changing Finance for Good
Business Economy Fintech Guest Posts

COVID-19 and Automation are Changing Finance for Good

Zuora AndAvalara
by Zuora AndAvalara0
It’s been more than three months since the World Health Organization declared COVID-19 a global pandemic. Since then, communities have joined together to “flatten the curve” by closing buildings, limiting social interaction, and increasing testing. Similarly, the business landscape has been hit by massive changes. Organizations across all industries –......
News

Harry Cayton CBE Joins Thentia’s Board of Directors

Fintech News Desk
by Fintech News Desk0
The creator of right touch regulation lends his expertise to the growing company. Harry Cayton CBE, a world-renowned expert on regulatory practices, will be joining the board of directors of Thentia, a leading technology provider for the regulatory and licensure market. Mr. Cayton’s experience, knowledge, and insight on best regulatory......
BitOoda Expands into Proof of Stake with Hire of Recognized PoS Expert
Fintech News

BitOoda Expands into Digital Securities Offerings

Fintech News Desk
by Fintech News Desk0
BitOoda is expanding its suite of digital asset financial services through the launch of a digital private placement and SAFT brokerage division, following approval of the company’s application to advise and act as a placement agent on private primary offerings of digital securities and broker secondary-market transactions for SAFTs (Simple......
Temenos Named a Leader in the Dow Jones Sustainability World and Europe Indices
Fintech News

LendingHome Names Stephanie Casper to Lead Sales Division

Fintech News Desk
by Fintech News Desk0
LendingHome, one of the nation’s largest financial lenders to real estate investors, today announced that Stephanie Casper is the company’s new Vice President of Sales. As a member of LendingHome’s executive team, Casper reports to Michael Bourque, LendingHome’s Chief Operating and Financial Officer. In this role, Casper leads a team......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Fintech Fintech Funding News

Blend Raises $75M at Nearly $1.7B Valuation

Fintech News Desk
by Fintech News Desk0
Led by Canapi Ventures, new investment will boost Blend’s work to help financial institutions offer better lending experiences Blend, a leader in digital lending solutions, announced it has secured $75 million in Series F funding led by Canapi Ventures, a fintech-focused venture capital firm backed by major banks and financial institutions. This capital......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Business Fintech News

SMB Accounting Automation Leader CANDIS Raises €12M Series B

Fintech News Desk
by Fintech News Desk0
CANDIS, the platform for automated accounting and payment processes, raised €12M in a financing round led by Viola Ventures and Rabo Frontier Ventures, the investment arm of Rabobank. Existing investors Lightspeed Venture Partners, Point Nine Capital, Speedinvest, the main incubator of Commerzbank and 42CAP also participated. Read More: Entrust Datacard......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
Business News

VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
Business Fintech News

Principal® Progressing With Integration of Wells Fargo’s Institutional Retirement & Trust

Fintech News Desk
by Fintech News Desk0
Integration on track for 2021 completion Principal Financial Group® today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust (IRT) business, which it acquired in July 2019 and is on track for completion in 2021. Principal ® has advanced key decisions on people, processes, and technology, despite challenges......
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