Search Results for: Financial Advisor

Fintech Investment Services News

True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners

Fintech News Desk
by Fintech News Desk0
Specialized fintech startup ramps up growth of its services for older adults, people with disabilities, and people recovering from addiction True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and......
Citizens Bank signs for CSI NuPoint core platform
Banking Fintech

Citizens Survey Finds That COVID-19 May Permanently Change How Consumers and Businesses Bank

Fintech News Desk
by Fintech News Desk0
While the Shift to Digital is Accelerating, the Right Mix of Human Interaction and Technology Remains Critical The COVID-19 pandemic is changing how consumers and businesses interact with financial institutions and new research shows that this trend will likely be permanent. According to the results of Citizens Bank’s inaugural Banking Experience......
Mobile Banking Trading

Fidelity Launches Fidelity Spire – Free Innovative Mobile App That Helps Young Adults Achieve Their Money Goals

Fintech News Desk
by Fintech News Desk0
Fidelity Helps Keep More Money in Your Pocket: App Referral Bonus on Sign-Up, Plus Simple Subscription-Based Price with Robo Advisor New App Further Differentiates the Industry-Leading Value Fidelity Offers Via Zero Commission Online Trading*, Zero Account Fees, Zero Account Minimums, Zero Investment Minimums, Zero Expense Ratios Index Funds Read More: Celsius......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Artificial Intelligence InsurTech News

Acrisure Acquires Tulco’s Artificial Intelligence Insurance Business

Fintech News Desk
by Fintech News Desk0
 World’s Fastest Growing Global Insurance Broker and Artificial Intelligence Leader Combine to Deploy Insurtech at Scale In a transformational move, Acrisure today announced that it has acquired artificial intelligence (AI) leader Tulco LLC’s insurance practice to bring best-in-class data science, AI, and machine learning capabilities to the insurance brokerage industry.......
Cryptocurrency Fintech News

Bitcoin Association hires Patrick Prinz as Europe & Operations Manager to further advance Bitcoin SV

Fintech News Desk
by Fintech News Desk0
 Bitcoin Association, the Switzerland-based global industry organization that advances Bitcoin Satoshi Vision (BSV), has named Patrick Prinz, CFA as its new Europe & Operations Manager. Working out of the Association’s headquarters in “Crypto Valley” Zug, Switzerland, Prinz will serve two roles – advance the business growth of Bitcoin SV throughout Europe and support the operational needs of the organization......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Business News

Trusona Announces Major Enhancements to its Industry-first AAMVA-based Driver’s License Identity Verification Service

Fintech News Desk
by Fintech News Desk0
Service now deployed nationwide by one of the largest U.S. banks to reduce account opening fraud Trusona, the pioneering leader in passwordless multi-factor authentication and identity solutions, today announced key enhancements to its industry-first identity proofing service that utilizes data from the American Association of Motor Vehicle Administrators (AAMVA). The......
Fintech News

Appulate Digitizes Workers’ Compensation Policies with AmTrust

Fintech News Desk
by Fintech News Desk0
Innovative Platform Allows Users to Upload ACORD Data and Instantly Rate, Quote and Bind Policies for Workers Compensation Risks Appulate, a digital technology platform for insurance companies, today announced the company will be working with AmTrust Financial Services, Inc. (“AmTrust”) to allow retail insurance agents and brokers to rate, quote and......
Fintech News

ZenBusiness Acquires Joust, the Leading Fintech for Small Business Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Joust will relaunch as ZenBusiness Money and bring a full suite of business banking solutions to the nation’s rising population of small business entrepreneurs. ZenBusiness, the leading platform for micro businesses to start, run, and grow their business, today announced that it has completed the acquisition of Austin-based fintech platform Joust.......
1