Search Results for: Investor Relations

Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
LendingClub Announces Acquisition Of Radius Bank
Banking Fintech Radar News

LendingClub Announces Acquisition Of Radius Bank

Fintech News Desk
by Fintech News Desk0
First U.S. Fintech to Announce Acquisition of a Bank, Now Poised to Reimagine Banking Enhancing LendingClub’s Ability to Serve its Members, Grow its Market Opportunity, Increase and Diversify Earnings, and Provide Resilience and Regulatory Clarity Board Adopts a Temporary Stockholder Rights Plan to Protect Bank Charter Initiative LendingClub Corporation ,......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
Liferay to Deliver Enterprise-Grade Digital Experiences to the IBM Cloud for Financial Services
InsurTech News

Liferay and IDC Release Report Analyzing Customer Experience Trends in the Insurance Industry

Fintech News Desk
by Fintech News Desk0
Research Highlights the Role of DXPs in Improving Customer Experience The insurance sector continues to be one of the largest investors in technology for optimizing business processes. In fact, IDC Research estimates that global IT spending in this segment will exhibit a Compound Annual Growth Rate (CAGR) of 5.1% through......
iDonate Secures $8.7M Round of Financing
Banking Fintech News

iDonate Secures $8.7M Round of Financing

Fintech News Desk
by Fintech News Desk0
The Generosity Industry’s Leading Enterprise Digital Giving Platform Completes Capital Raise Clearing Pathway to Sector Dominance iDonate, the leading provider of digital giving systems, announced an $8.7 million funding round. The financing will allow the company to fully integrate iDonate Payments into its core platform creating a SaaS/Payments solution that supports......
Resolute Investment Managers and OpenInvest Ink Collaboration Pact
Business Fintech News

Resolute Investment Managers and OpenInvest Ink Collaboration Pact

Fintech News Desk
by Fintech News Desk0
Expands ESG Investing Options Via Strategic Investment in Leading Provider of Dynamic Custom Indexing for Tax-Sensitive SMAs Resolute Investment Managers, Inc. (“Resolute”) announced  that it has entered into an agreement with OpenInvest through which OpenInvest’s Dynamic Custom Indexing (DCI) platform will be made available across Resolute’s extensive distribution network of investment managers. Resolute......
FFCON20: RISE Event Challenges, Grows Canadian Fintech Industry
Fintech News

FFCON20: RISE Event Challenges, Grows Canadian Fintech Industry

Fintech News Desk
by Fintech News Desk0
The sixth annual Fintech & Funding Conference and Expo convenes on March 23–24, 2020, in Toronto. The must-attend, two-day gathering features a fintech challenge, industry workshops, invaluable pitching, prime networking and a global education. Co-hosted by the National Crowdfunding & Fintech Association (NCFA Canada) and Toronto Finance International (TFI), the......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Insurtech Leader Policygenius Announces $100M Series D Round, Led by KKR
Banking News

Insurtech Leader Policygenius Announces $100M Series D Round, Led by KKR

Fintech News Desk
by Fintech News Desk0
Investment Will Accelerate Growth With Plans to Roll out New Financial Protection Products This Year  Policygenius, the leading online marketplace for comparing and purchasing insurance, announced $100 million in Series D funding led by global investment firm KKR. Existing major investors in the company, including Norwest Venture Partners, Revolution Ventures, Susa......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
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