Search Results for: Investment Management

Kevin Bryla Joins SpotOn as Part of Growing Team
Fintech Fintech Funding News

SpotOn Raises $60 Million in Series C Funding Led by DST Global

Fintech News Desk
Software and payments company to further their investment in digital-first solutions, providing SMBs with products they need to thrive in today’s challenging business climate SpotOn Transact, Inc (“SpotOn”), an innovative software and payments company, today announced $60 million in Series C funding. The round is led by DST Global, one of......
Banking Fintech News

FIS Partners with The Clearing House to Bring Real-Time Payments to U.S. Financial Institutions

Fintech News Desk
Quick facts New FIS managed service eases the process for small-to-mid-sized banks and credit unions to connect to the RTP® network from The Clearing House. First Bank and Nano Banc are among the first banks to begin real-time payment processing and settlement through the FIS managed service. As consumers and businesses......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech News

Canoe Intelligence Appoints New CEO, Jason Eiswerth

Fintech News Desk
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, announced the appointment of a new CEO, Jason Eiswerth. Former CEO Seth Brotman will continue to serve the company as President and Chief Operating Officer. Read More: GlobalFintechSeries Interview with Jill Homan,......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Trading

Self-Directed IRA Accounts Get Enhanced Access to Private Markets

Fintech News Desk
iownit, a leading digital private securities platform, announces integration with Midland Trust, a leading self-directed IRA custody provider, to enhance access to alternative investments for accredited investors. iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an......
Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study
Fintech News

Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study

Fintech News Desk
VC and PE Firms Both Troubled by their Law Firms’ Lack of Billing Accuracy, Timeliness and Predictability as Need for Legal Spend Scrutiny Increases Venture Capital (VC) and Private Equity (PE) firms may differ in many ways, but they share a similar predicament – increased pressure to cut legal costs......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
BenefitMall Continues to Show Brokers Its Commitment to Technology Innovation
Business Fintech News

BenefitMall Continues to Show Brokers Its Commitment to Technology Innovation

Fintech News Desk
Benefits provider utilizes broker feedback to improve Agency Workspace platform BenefitMall, the leading provider of next generation broker services, today announces additional technology investments in its cutting-edge Agency Workspace that is utilized by over 8,000 active user accounts. Agency Workspace was launched in 2019 and is BenefitMall’s technology hub that......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
Fintech InsurTech News

People’s United Bank Agrees to Sell People’s United Insurance Agency to AssuredPartners

Fintech News Desk
People’s United Bank, N.A. a subsidiary of People’s United Financial, Inc. (NASDAQ: PBCT) today announced that it has entered into a definitive agreement to sell People’s United Insurance Agency (PUIA) to AssuredPartners. The transaction is expected to close in the fourth quarter of 2020, subject to customary closing conditions. PUIA is a......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Stacked Closes Seed Round with Alameda Ventures, CoinFund, and others
Blockchain Fintech News Trading

Stacked Closes Seed Round with Alameda Ventures, CoinFund, and others

Fintech News Desk
Co-Founder and CEO of Stacked, Joel Birch, announced today that the company has closed a $1 Million seed financing round after early success of their beta product launch in January. Read More: OTC Markets Group Introduces Blue Sky Data Product Along with their pre-seed investors at Mediatech LTD, which is increasing its investment after the......
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