Search Results for: Funds

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Getting Paid and Managing Customers Now Easier for Small Businesses with Integrated CRM Solution
Business Capital Markets Fintech News

Intuit QuickBooks Capital Approved as Paycheck Protection Program (PPP) Lender

Fintech News Desk
by Fintech News Desk0
Company preparing to accept applications for billions of dollars in requested PPP relief next week Intuit announced its subsidiary Intuit Financing Inc. (DBA QuickBooks Capital) is now a non-bank SBA-approved lender for the Paycheck Protection Program (PPP), paving the way for small businesses and other eligible applicants to apply for......
Accounting for Bravery: Chartered Professional Accountants of Ontario Offer Support for Frontline Healthcare Workers
Fintech News

Accounting for Bravery: Chartered Professional Accountants of Ontario Offer Support for Frontline Healthcare Workers

Fintech News Desk
by Fintech News Desk0
Chartered Professional Accountants of Ontario (CPA Ontario) announced the launch of its Accounting for Bravery initiative. This exciting new program brings together CPAs from across the province to support frontline healthcare professionals by offering to prepare their tax returns, free of charge. Read More: Celsius Network and Prime Trust partner to......
Hightower's Nucleus Advisors Named to Barron's 2020 List of America's Top Private Wealth Teams
Fintech News

Hightower’s Nucleus Advisors Named to Barron’s 2020 List of America’s Top Private Wealth Teams

Fintech News Desk
by Fintech News Desk0
Hightower’s Nucleus Advisors has been ranked #41 on Barron’s 2020 list of America’s Top Private Wealth Teams, the second-annual ranking of U.S.- based wealth advisory teams that specialize in serving individuals and families. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Led by Managing Partner......
BMO Special Report on the Post-Pandemic Economy: Building a Bridge
Economy Fintech News

BMO Special Report on the Post-Pandemic Economy: Building a Bridge

Fintech News Desk
by Fintech News Desk0
BMO Financial Group released an in-depth report on the long-term global structural shifts accelerated by the COVID-19 pandemic and current economic crisis. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “We’re in the midst of one of the most significant social and economic challenges we’ve ever faced,......
Equifund Partners With Leading Private Equity Valuation Firm
Business Fintech News

Equifund Partners With Leading Private Equity Valuation Firm

Fintech News Desk
by Fintech News Desk0
Equifund , an equity crowdfunding platform that delivers vetted, early-stage investment opportunities, is proud to announce a strategic partnership with Equidam, an online valuation platform for startups. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit “We’re very excited to partner with Equidam,” said Jordan......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech News

ATAX Offers Premier Online Filing Resources to Support Communities During Tax Day Extension Period

Fintech News Desk
by Fintech News Desk0
Financial Tax Preparation Business Continues to Financially Empower Hispanic Families During Uncertain Times ATAX, a year-round income tax preparation business serving the individual tax payer and business owner, remains open as an essential business operation amidst COVID-19 developments. ATAX continues to provide services and advice to the Hispanic community, encouraging......
How the Payment Industry Can Best Support Their Customers (And the Market)
Fintech Guest Posts

How the Payment Industry Can Best Support Their Customers (And the Market)

Brad Paterson
by Brad Paterson0
No one can predict the ultimate impact COVID-19 will have on global business. Months of entire industries shutting down will have lasting effects on the economy, impacting businesses and consumers alike. During these uncertain times, businesses in a position to help have a responsibility to do what they can to......
Fresno First Bank Launches Automated Online SBA Loan Application in a Matter of Days
Banking Fintech News Uncategorized

Fresno First Bank Launches Automated Online SBA Loan Application in a Matter of Days

Fintech News Desk
by Fintech News Desk0
Fresno First Bank partnered with DocFox to automate the large influx of SBA PPP loan applications in order to support the community  Fresno First Bank launched their online SBA PPP Loan application with an automated BSA solution powered by DocFox, which analyzes documents and performs enhanced screening ensuring a complete......
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