Search Results for: Portfolio Management

Ntirety Receives PCI, HIPAA, HITRUST, SOC 1, 2, & 3, and GDPR Certifications for Cloud Security Compliance
Business Fintech News

Ntirety Receives PCI, HIPAA, HITRUST, SOC 1, 2, & 3, and GDPR Certifications for Cloud Security Compliance

Fintech News Desk
by Fintech News Desk0
Post-Merger Compliance Achievement Demonstrates Ntirety’s Steadfast Commitment to Customer Security and Risk Management  Ntirety, the leading managed cloud services provider delivering reliable, secure and scalable private cloud, managed server, and hybrid cloud hosting solutions for Healthcare, Manufacturing, and FinTech businesses, announced the completion of compliance of its first post-merger certification......
UP Fintech Underwrites 12 Chinese ADR IPOs in 2019
News Trading

UP Fintech Underwrites 12 Chinese ADR IPOs in 2019

Fintech News Desk
by Fintech News Desk0
More than 30 Chinese companies listed on US exchanges in 2019 and 12 of them had Tiger Brokers , a wholly owned subsidiary of UP Fintech Holding Limited , act as one of the underwriters for their offerings. In 2015, UP Fintech introduced its proprietary trading platform, Tiger Trade, which......
Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market
Banking Fintech News

Daxko Announces Steve Ayers as Vice President of Mid Market Sales for the Club Market

Fintech News Desk
by Fintech News Desk0
Daxko, the member-based health and wellness industry’s leading software and payments provider, announced that Steve Ayers has joined the company as Vice President of Mid Market Sales for their Club Market. Ayers will lead Daxko’s strategies for targeting growth in the fitness mid-market segment. He reports directly to Jeff VanDixhorn, Daxko’s Chief......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Barchart Partners with Quicken to Power Personal Finance Application, Simplifi by Quicken
Business Fintech News

Barchart Partners with Quicken to Power Personal Finance Application, Simplifi by Quicken

Fintech News Desk
by Fintech News Desk0
Barchart, a leading provider of data and technology services to the financial, media, and commodity industries, has announced a partnership with Quicken – the leader in money management software – to power the new Simplifi by Quicken application with data and tools that allow users to track their investment portfolio. ......
Aiera Raises $7M to Further Event Intelligence and Insights Platform
Banking Fintech News

Aiera Raises $7M to Further Event Intelligence and Insights Platform

Fintech News Desk
by Fintech News Desk0
Aiera is announcing that it has raised $7 million through the sale of its Series A Preferred Stock to investors led by Fin Venture Capital and including Macquarie Group, Citi Markets FinTech Investments, and Franklin Templeton. An event intelligence and insights platform founded by former Internet equity research analyst, Ken......
TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group
Business News

TCS Positioned as a Leader in Finance and Accounting Digital Capability Platform Solutions by Everest Group

Fintech News Desk
by Fintech News Desk0
Tata Consultancy Services’ Compelling Vision, Proprietary Solutions, Consultative Approach, and MFDMTM Maturity Assessment Model, Cited as Key Strengths Tata Consultancy Services, a leading global IT services, consulting and business solutions organization, has been recognized as a Leader in the Everest Group PEAK Matrix for Finance and Accounting (F&A) Digital Capability......
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......
SteelEye Secures $10m in Growth Capital in Round Led by Eight Roads
Investment Services News

SteelEye Secures $10m in Growth Capital in Round Led by Eight Roads

Fintech News Desk
by Fintech News Desk0
To Boost International Expansion and Further Build on Portfolio of Compliance and Data Analytics Solutions SteelEye, the compliance technology and data analytics firm, has raised $10m in Series A funding in a round led by the FinTech Strategic Investments team at Eight Roads, the proprietary investment firm backed by Fidelity, alongside existing investor Illuminate......
Balderton Capital, Europe’s Most Active Series A Investor, Welcomes Two New General Partners
News

Balderton Capital, Europe’s Most Active Series A Investor, Welcomes Two New General Partners

Fintech News Desk
by Fintech News Desk0
Rana Yared was previously Partner on the Goldman Sachs Growth Equity team, where she focused on fintech and enterprise investments David Thévenon was Partner at SoftBank’s Vision Fund, where he led a number of the firm’s mobility and fintech growth investments over his 5-year tenure. Balderton Capital is focused on......
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