Search Results for: Investment

LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
AudienceX Announces Major Funding to Drive Growth
News Trading

AudienceX Announces Major Funding to Drive Growth

Fintech News Desk
by Fintech News Desk0
Decathlon Capital Partners Makes Multi-Million Dollar Investment in Big Data Marketing Firm AudienceX, the largest independent trading desk for digital marketing, announces a multi-million dollar investment from Decathlon Capital Partners to take the company to its next stage. The new funding will fuel sales and marketing efforts, geographical expansion, and......
LiquidityBook Adds to EMEA Client Service Team with Two New Hires
Banking Fintech News

LiquidityBook Adds to EMEA Client Service Team with Two New Hires

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced two new London-based hires for its EMEA Client Service Team: James Pearson and Abdullah Al Nasiri. Pearson will serve as a Technical Implementation Analyst, while Al Nasiri will serve as a Client Services Analyst. Both Pearson and......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
OCC Promotes Carla Dawson to Chief Human Resources Officer
Investment Services News Trading

OCC Promotes Carla Dawson to Chief Human Resources Officer

Fintech News Desk
by Fintech News Desk0
OCC, one of the world’s largest equity derivatives clearing organization, announced that Carla Dawson, previously First Vice President, Talent Management, has been promoted to Senior Vice President and Chief Human Resources Officer. She reports to CEO John Davidson. Dawson previously was responsible for partnering with leaders across OCC to develop......
GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions
Business Fintech News

GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions

Fintech News Desk
by Fintech News Desk0
GetLEI is an official and verified Registration Agent by the Global Legal Entity Identifier Foundation (GLEIF). As such, it provides comprehensive services related to LEI issuing, including new registration, renewal of expiring codes and transfer of codes. GetLEI clients can even use its management platform to resell LEIs anywhere in......
Greenspring Associates Raises $800 Million for Fourth Secondaries Fund
Banking Fintech News

Greenspring Associates Raises $800 Million for Fourth Secondaries Fund

Fintech News Desk
by Fintech News Desk0
Greenspring Associates, a venture capital investment platform with over $10 billion in assets under management, announced that it has raised $800 million for Greenspring Secondaries Fund IV, L.P. (“GSF IV”), the firm’s fourth secondary venture capital fund. The oversubscribed fund had strong participation from existing investors, as well as select......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
VibePay Appoints PAN Communications to Build Widespread Awareness for Launch of New Fintech Product
Banking Fintech Startups News

VibePay Appoints PAN Communications to Build Widespread Awareness for Launch of New Fintech Product

Fintech News Desk
by Fintech News Desk0
Emerging Mobile Payment Startup Joins Growing List of Fintech Brands Working With the Firm’s UK Team PAN Communications, an integrated marketing and PR firm for tech and healthcare brands, announced the signing of UK-based tech startup VibePay to its growing fintech client roster. VibePay makes it easy for users to send......
Landmark Credit Union Extends Fiserv Relationship to Support Growth
Banking Fintech News

Landmark Credit Union Extends Fiserv Relationship to Support Growth

Fintech News Desk
by Fintech News Desk0
Half of All Wisconsin Credit Unions Over $1 Billion in Assets Rely on Fiserv for Core Account Processing Fiserv, Inc. , a leading global provider of financial services technology solutions, announced that Landmark Credit Union, based in New Berlin, Wisconsin, has expanded its relationship with Fiserv to accelerate innovation and......
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