Search Results for: Head of Insurance

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
Hexure Acquires Vive
InsurTech News

Hexure Acquires Vive

Business Wire
Combination to Create a Modern, Unified Platform for Life and Annuity Distribution Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of Vive, a quote and e-submission platform for life insurance, to create a single, best-in-class distribution platform for the life......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
Zelis and Google Wallet Bring Security, Convenience and Efficiency to Healthcare Consumers
Finance News Technology

Zelis and Google Wallet Bring Security, Convenience and Efficiency to Healthcare Consumers

Business Wire
Digital health insurance ID cards make information more accessible in Google Wallet Zelis, a healthcare technology company modernizing the healthcare financial experience for all, announced that its payer clients can now offer their members a way to save customizable digital health insurance ID cards to Google Wallet. This new pass......
Sybrin and Regula to Provide a Secure Onboarding Solution for US Banks and Financial Services
Banking Fintech News

Sybrin and Regula to Provide a Secure Onboarding Solution for US Banks and Financial Services

Business Wire
The joint solution offered by Sybrin and Regula enables banks and other financial institutions to seamlessly and securely onboard and verify their customers. This is achieved via combining Regula Document Reader SDK and Regula Face SDK with Sybrin’s KYC (Know Your Customer) onboarding solution and orchestration engine. As a result, financial service businesses can establish a......
Flex Raises $120 Million in Equity and Debt, Launching Finance Super App for Business Owners
debt collection News

Flex Raises $120 Million in Equity and Debt, Launching Finance Super App for Business Owners

PR Newswire
Funding round led by Florida Funders, with participation from Home Depot Ventures, Community Investment Management (CIM), Companyon Ventures and MS&AD Ventures Flex, formerly known as Flexbase, announced the closing of a $120M Series A debt and equity funding round, which includes debt financing from CIM with an agreement to fund up to $100M, and $20M in......
TruStage Renames CuneXus, Digital Storefront and Adds Digital Deposits Solution
Digital Finance News

TruStage Renames CuneXus, Digital Storefront and Adds Digital Deposits Solution

Business Wire
41In just 24 days Chartway Credit Union generated more than 500 new certificates and over $3 million in deposits with new solution TruStage announced CuneXus will be known as ‘Digital Storefront’. The new name reflects the fintech’s evolution since it was acquired by TruStage in 2020 and aligns with the organization’s rebrand......
Provenance Blockchain and Axelar Integrate for Global Access to Real-World Assets
Blockchain News

Provenance Blockchain and Axelar Integrate for Global Access to Real-World Assets

Business Wire
Cross-Chain RWAs to form a ‘superhighway’ connecting Web3 users everywhere to any financial asset Provenance Blockchain, the leading decentralized blockchain purpose-built for financial services with over $8 billion in real-world financial asset (RWA) total value locked (TVL), and Axelar, the leading Web3 interoperability platform, have integrated with the intent to better......
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