Search Results for: Financial Advisor

Ken Wilson Retires from Caliber Software
Fintech News

Ken Wilson Retires from Caliber Software

Fintech News Desk
FRONTSTEPS, the provider of industry-leading accounting and property management software in the community association industry, announced the retirement of Ken Wilson from its Caliber Software division. Ken is the founder and President of Caliber Software, and after over 20 years of running this business, will be retiring on May 15th. Last year FRONTSTEPS acquired......
Apple Growth Partners’ Principal Named ystark! Twenty Under 40
Business Fintech News

Apple Growth Partners’ Principal Named ystark! Twenty Under 40

Fintech News Desk
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, proudly announces tax principal Mark Lapikas, CPA, CGMA, MTax, MBA, as one of ystark!’s Twenty Under 40 recipients for 2020. Lapikas will be recognized during the 13th annual Twenty Under 40 awards event hosted later this year. Read More: M Financial......
InterWork Alliance Launches to Standardize Token-Powered Ecosystems Worldwide
Fintech News

Nominations Open for the 2020 IDC FinTech Rankings

Fintech News Desk
Nominations are now open for the 17th annual IDC FinTech Rankings and 6th annual IDC FinTech Rankings Real Results 2020. For almost two decades, IDC Financial Insights has evaluated the revenues of the leading global technology and service providers within the financial services industry in order to construct the IDC FinTech Rankings.......
Gem State Distributors Launches Online Payment Portal, Mobile Payment App, and AutoPay Solutions from FTNI
Business Fintech Mobile Banking News

Oxygen Launches Digital Banking Platform for Freelancers and Small Businesses, Joins Visa’s Fast Track Program

Fintech News Desk
The Oxygen app makes banking simple, whether for business or personal use; Oxygen announced the launch of a new digital banking solution specifically designed to meet the unique needs of freelancers and digital natives. Oxygen has built a platform from the ground up to provide flexible banking solutions to the......
SMArtX Appoints Industry Veteran to Serve as New President and COO
Capital Markets Fintech Investment Services News

SMArtX Appoints Industry Veteran to Serve as New President and COO

Fintech News Desk
Jonathan Pincus Joins Executive Leadership Team with Deep Experience in Leading Technical Innovation Across Top Tier Financial Services Organizations SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of Jonathan Pincus as SMArtX’s new President and......
Bitrue & Legend Trading Bring OTC Services to the Masses Smooth On-Ramping for Customers Available Now
Cryptocurrency Fintech News Trading

Bitrue & Legend Trading Bring OTC Services to the Masses Smooth On-Ramping for Customers Available Now

Fintech News Desk
Leading financial services platform Bitrue announced a partnership with Legend Trading which will enable Bitrue to offer fiat OTC services for users worldwide. This feature is the latest in a series of innovative services provided by Bitrue, who now provides a comprehensive suite of features to function as a one-stop......
World Insurance Report 2020: Established Insurers Must Join Open Ecosystems and Draw Upon Partners to Retain Market Share From BigTech Entrants
Fintech InsurTech News

World Insurance Report 2020: Established Insurers Must Join Open Ecosystems and Draw Upon Partners to Retain Market Share From BigTech Entrants

Fintech News Desk
Consumer behavior is shifting in favor of BigTech insurance providers as customers feel empowered to forego agents and brokers and work directly with new entrants Capgemini and Efma’s World Insurance Report 2020, published , reveals that consumers of all ages are adopting a ‘millennial mindset’, and increasingly trusting their own research through various......
Monsoon Blockchain to Revolutionize Next Generation of Fin Tech in US and Asia
Blockchain Fintech InsurTech News Risk Management

Monsoon Blockchain to Revolutionize Next Generation of Fin Tech in US and Asia

Fintech News Desk
Monsoon Blockchain Corporation, Asia’s premier blockchain company, has worked with the world’s largest insurance broker and risk adviser, Marsh. This signifies a major move for the blockchain and insurance and risk management sectors globally. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor “We......
Featurespace Raises £30 Million to Drive Growth
Fintech Fintech Funding Investment Services News

Featurespace Raises £30 Million to Drive Growth

Fintech News Desk
Featurespace, the leading provider of Adaptive Behavioral Analytics software for enterprise financial crime prevention, has raised £30 million ($37.4 million) from a funding round led by Merian Chrysalis Investment Company Limited. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor Featurespace, which provides enterprise......
Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline
B2C Fintech InsurTech News

Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline

Fintech News Desk
Zipari, the company behind the first and only consumer experience platform built specifically for health insurance, is excited to announce the launch of its Employer and Member Acquisition Center (EMAC). This new product enhances healthcare-payers’ sales strategy with a pre-configured customer relationship management (CRM) tool to accelerate the sales pipeline......
1