Search Results for: Investment Management

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
MVIS and CryptoCompare Launch the MVIS CryptoCompare Bitcoin Benchmark Rate
Cryptocurrency Fintech News

MVIS and CryptoCompare Launch the MVIS CryptoCompare Bitcoin Benchmark Rate

Fintech News Desk
Designed to be a robust hourly price for Bitcoin in USD across major spot exchanges MV Index Solutions GmbH (MVIS) in partnership with CryptoCompare, the global leader in digital asset data, announced the launch of the MVIS CryptoCompare Bitcoin Benchmark Rate, an index designed to offer a robust hourly price for Bitcoin......
Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso
Capital Markets Fintech Investment Services News

Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso

Fintech News Desk
Sixpoint Partners (“Sixpoint”), a leading global investment bank serving the middle-market private equity industry, announced the promotion of Rich Siegel to Director on the firm’s Capital Solutions team. Alex Lorusso also joins the Capital Solutions team as Vice President; Alex had previously been a Vice President on the project management......
Incapital Adds Two Senior Sales & Trading Executives to Fixed Income Team
Fintech Investment Services News Risk Management

Incapital Adds Two Senior Sales & Trading Executives to Fixed Income Team

Fintech News Desk
Firm expands best-in-class platform; thirteen professionals hired over past eight months Incapital LLC, a leading underwriter and distributor of fixed income securities and risk management investment solutions, announced that it has hired two industry veterans to expand its fixed income platform and continue the firm’s institutional growth strategy. Incapital’s newest......
NICE Actimize X-Sight Marketplace Boosts Efficiency for AML Investigations with Free Services Addressing COVID-19 Challenges
Business Fintech News

NICE Actimize X-Sight Marketplace Boosts Efficiency for AML Investigations with Free Services Addressing COVID-19 Challenges

Fintech News Desk
NICE Actimize, a NICE business and leader in Autonomous Financial Crime Management, announced that two new X-Sight Marketplace partners are offering a range of free tools and services designed to boost operational efficiency of AML investigations during the onslaught of COVID-19 related demands. The two partners focus on automation and......
Apple Growth Partners Broadens Canton Office Tax Talent
Banking Business Fintech News

Apple Growth Partners Broadens Canton Office Tax Talent

Fintech News Desk
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, welcomes Anthony (Tony) Peterson, CPA, to the Canton office as a senior tax associate. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility @apple_growth expands Canton office tax talent with new hire Peterson comes to AGP......
Occupier Helps Retailers Identify Real Estate Opportunities Amid Covid-19, Drives Digital Adoption Among Brokers and Tenants
Fintech News Risk Management

Occupier Helps Retailers Identify Real Estate Opportunities Amid Covid-19, Drives Digital Adoption Among Brokers and Tenants

Fintech News Desk
Occupier, the Real Estate Success platform for businesses, has seen retailers and tenant reps rapidly adopt its lease administration and transaction management software during Covid-19. Retailers using Occupier during Covid-19 include Bluestone Lane Coffee, Insomnia Cookies, and franchise owners of Five Guys and Auntie Anne’s Pretzel. In a short period of time using Occupier, these companies......
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