Search Results for: J.P. Morgan

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
SouthState Corporation and Atlantic Capital Bancshares Announce Merger Agreement
Fintech News

SouthState Corporation and Atlantic Capital Bancshares Announce Merger Agreement

Fintech News Desk
by Fintech News Desk0
SouthState Corporation and Atlantic Capital Bancshares, Inc. jointly announced the signing of a definitive agreement pursuant to which Atlantic Capital will merge with and into SouthState in an all-stock transaction with an aggregate value of approximately $542 million, or $26.43 per share of Atlantic Capital common stock. Atlantic Capital, based in Atlanta, Georgia, has......
Clair Completes SOC 2 Type I Certification, Solidifying Position as a Leader In Security and Compliance
Fintech News

Clair Completes SOC 2 Type I Certification, Solidifying Position as a Leader In Security and Compliance

Fintech News Desk
by Fintech News Desk0
Fast-growing fintech passes data security standards set by the AICPA Clair, a social impact financial technology company, announced that it had successfully completed the Service Organization Control (SOC) 2 Type 1 audit. The review was conducted by Sensiba San Filippo LLP, and it confirms that Clair achieved the AICPA’s Trust......
MAXEX Adds Brennan Walters as Chief Revenue Officer
Digital Mortgage News

MAXEX Adds Brennan Walters as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
MAXEX, the first digital mortgage exchange for buying and selling residential loans through a single clearinghouse, announced the addition of Brennan Walters as Chief Revenue Officer. Walters will be responsible for all go-to-market operations, including sales, marketing and the development of MAXEX’s servicing retained execution product. “Having spent my entire......
JMP Group Announces Addition of Rahul Buxani to Investment Banking Division
Banking Fintech Investments News

JMP Group Announces Addition of Rahul Buxani to Investment Banking Division

Fintech News Desk
by Fintech News Desk0
Managing Director Joins JMP Securities With Focus on Financial Technology JMP Group LLC, an investment banking and alternative asset management firm, announced that Rahul Buxani has joined JMP Securities as a managing director in its investment banking group. Based in the firm’s New York office, Buxani will concentrate on the......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
MAXEX Adds Lesley Goldwasser to Board of Directors
Banking Digital Fintech Mobile Banking News

MAXEX Adds Lesley Goldwasser to Board of Directors

Fintech News Desk
by Fintech News Desk0
MAXEX, the first digital mortgage exchange for buying and selling residential loans through a single clearinghouse, announced the addition of Lesley Goldwasser to the company’s board of directors. Digital mortgage exchange for buying/selling residential loans through a single clearinghouse @MAXEXLLC adds Lesley Goldwasser to Board of Directors MAXEX’s exchange continues......
Texas Capital Bank Appoints Rick Rodman as Head of Business Banking
Banking Fintech News

Texas Capital Bank Appoints Rick Rodman as Head of Business Banking

Fintech News Desk
by Fintech News Desk0
Texas Capital Bank, N.A., and its parent company Texas Capital Bancshares, Inc., collectively referred to herein as “Texas Capital Bank,” announced that it appointed Rick Rodman to the newly created position of Head of Business Banking, effective June 21, 2021. This appointment underscores the Company’s commitment to significantly expand its......
Taulia Appoints Ali Ansari to Oversee Expansion of Global Supply Chain and Payables Solutions
Fintech News

Taulia Appoints Ali Ansari to Oversee Expansion of Global Supply Chain and Payables Solutions

Fintech News Desk
by Fintech News Desk0
Taulia, the leading fintech provider of working capital solutions, has announced the appointment of Ali Ansari as Director for Global Supply Chain and Payables Solutions. Ansari will be responsible for managing and expanding Taulia’s world-class supply chain and payables solutions globally, with immediate effect. In this newly created role, Ansari......
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
Fintech News

Anastasia Amoroso Joins iCapital Network as Chief Investment Strategist

Fintech News Desk
by Fintech News Desk0
Renowned global investment strategist provides expert insight on private market investing opportunities for advisors and their high-net-worth clients Brings valuable insight about the complexities of alternative investments and reaffirms iCapital’s commitment to providing educational resources to the wealth management industry iCapital Network, the leading global financial technology platform driving access......
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