Search Results for: Financial institution

Finitive Facilitates New Growth Capital for TRADE X, a Global B2B Automotive Trading Platform
B2B Fintech News Trading

Finitive Facilitates New Growth Capital for TRADE X, a Global B2B Automotive Trading Platform

Fintech News Desk
A new line of credit, secured through the Finitive private credit platform, will provide dedicated capital for TRADE X to expand its global B2B automotive trading platform across North America. Finitive, a financial technology platform providing institutional investors with direct access to private credit transactions, today announced that it has facilitated......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
JP Morgan Invests in Zanbato
Fintech Investment Services News

JP Morgan Invests in Zanbato

Fintech News Desk
Financial technology company Zanbato is pleased to announce it has secured a strategic investment from global financial services leader, J.P. Morgan. Read More: GlobalFintechSeries Interview with Steven McKean, Co-founder and CEO at ApexEdge The investment marks the first step in further aligning Zanbato’s ZX platform with its membership through equity......
J.P. Morgan Makes Strategic Investment in Zanbato
Business Fintech Investment Services News

J.P. Morgan Makes Strategic Investment in Zanbato

Fintech News Desk
J.P. Morgan becomes the first strategic bank investor in Zanbato Financial technology company Zanbato is pleased to announce it has secured a strategic investment from global financial services leader, J.P. Morgan. The investment marks the first step in further aligning Zanbato’s ZX platform with its membership through equity participation. Read......
MSCI To Launch Investment Solutions As A Service In Collaboration With Microsoft
Banking Business Fintech Investment Services News Risk Management

MSCI To Launch Investment Solutions As A Service In Collaboration With Microsoft

Fintech News Desk
MSCI Investment Solutions as a Service will leverage Microsoft’s cloud and AI to enable investors to build better portfolios for a better world MSCI Inc, a leading provider of investment decision support tools and services, today announced the development of Investment Solutions as a Service for the global investment industry......
Western Union Integrates With Swift gpi
Business Digital Fintech Investment Services News Trading

Leading Fintech Apex Clearing Holdings to List on NYSE Through Merger With Northern Star Investment Corp. II

Fintech News Desk
Apex Clearing Holdings LLC (“Apex” or the “Company”), the fintech for fintechs powering innovation and the future of digital wealth management, and Northern Star Investment Corp. II (“Northern Star”) (NYSE: NSTB), a publicly traded special purpose acquisition company, today announced that they have entered into a definitive merger agreement. As......
Intuit TurboTax Helps Canadians in Need of Help This Tax Season With Little Lifts Campaign
Business Fintech News Trading

Intuit TurboTax Helps Canadians in Need of Help This Tax Season With Little Lifts Campaign

Fintech News Desk
TurboTax’s human tax experts help Canada navigate Covid-19 tax implications The Canada Revenue Agency (CRA) opens its electronic filing service today, marking the official start of tax season. The past year has seen major life changes for many Canadians that could impact how they file their taxes, and they’ll be......
MiMo Capital to launch euro-pegged stablecoin
Banking Business Cryptocurrency Fintech InsurTech News

MiMo Capital To Launch Euro-Pegged Stablecoin

Fintech News Desk
Launching its brand new platform, MiMo offers a bridge between DeFi (decentralized finance) and the trusted EURO fiat world. Conservative and risk-averse financial services users who are seeking higher returns than those currently offered by traditional banking institutions can now access a EURO DeFi platform that yields impressive returns without......
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