Search Results for: Relation Insurance Services

Ready Capital Corporation Adds Managing Directors to Drive Continued Growth
Fintech News

Ready Capital Corporation Adds Managing Directors to Drive Continued Growth

Fintech News Desk
by Fintech News Desk0
Ready Capital Corporation announced the addition of Richard Katzenstein and Alex Ovalle as Managing Directors and members of the senior leadership team, both reporting to CEO Tom Capasse. Richard Katzenstein joins as Head of Strategic Partnerships charged with increasing commercial real estate lending volume through a variety of existing and newly formed strategic partner relationships and......
Insured.io Implements Customer Engagement Strategy for AmFed
Banking Fintech News

Insured.io Implements Customer Engagement Strategy for AmFed

Fintech News Desk
by Fintech News Desk0
New platform provides a more streamlined, unified customer experience for AmFed insured.io, a provider of cloud-based, customer engagement solutions for the insurance industry, is pleased to announce that AmFed has successfully implemented the company’s Customer Engagement Platform. Latest Fintech Insights: CoinShares Announces Free-To-Trade and Savings Plan Agreements In Partnership With S Broker Based......
NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform
Finance Investment Services Investments News

NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform

Fintech News Desk
by Fintech News Desk0
NFP’s employer clients can now offer their employees access to more financial tools and investment offerings through the MoneyLion platform NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement and individual solutions, and MoneyLion (NYSE:ML), an award-winning, data-driven, digital financial platform, announced an expansion......
Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America
Fintech News

Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America

Fintech News Desk
by Fintech News Desk0
Investment led by Seae Ventures, Fiserv, Mass Mutual, Citizens Financial Group, Astia Fund, NBA stars Kevin Durant, Carmelo Anthony, and actors Anthony Anderson and Lance Gross Goalsetter, a fintech platform dedicated to providing families and K-12 youth with access to banking, savings, investing, and financial education tools, announced the closing......
Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions
Fintech News

Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions

Fintech News Desk
by Fintech News Desk0
Rockbridge Growth Equity, a Detroit-based private equity firm, announced it has acquired Marquis Software Solutions from Falfurrias Capital Partners. Marquis is a leader in unique data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet complex and ever-evolving compliance requirements. Latest Fintech......
Harvest Builders Announces New $14MM Venture Capital Fund For Breakthrough Financial Technology
Fintech News Technology

Harvest Builders Announces New $14MM Venture Capital Fund For Breakthrough Financial Technology

Fintech News Desk
by Fintech News Desk0
Harvest Builders, a Calgary-based growth platform and venture studio, announced the addition of Harvest Venture Partners, an early stage venture capital firm investing in breakthrough financial technology businesses. Harvest Ventures’ inaugural fund is one of the largest sole General Partner funds in the world at $14MM (CDN), and is supported......
ClientCircle to Help Financial Advisors Grow Business
Fintech News

ClientCircle to Help Financial Advisors Grow Business

Fintech News Desk
by Fintech News Desk0
A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. ClientCircle, a new communications, relationship-building and business growth software for financial advisors, is coming to the financial services industry. Top Globalfintechseries.com Insights: Paddle Integrates Alipay, Google Pay and iDeal, Empowering Software Businesses to Sell......
Locality Bank (a Digital-First Bank in Organization) Gains FDIC Approval to Open a State-Chartered Bank in Fort Lauderdale, Florida
Banking News

Locality Bank (a Digital-First Bank in Organization) Gains FDIC Approval to Open a State-Chartered Bank in Fort Lauderdale, Florida

Fintech News Desk
by Fintech News Desk0
Locality Bank IO‘s application for FDIC insurance has been approved subject to standard conditions. The bank has met the requirement to have $23 million in capital and currently has over $27 million in subscriptions for stock. The bank will close the capital raise no later than November 15, 2021, with its first shareholder meeting to......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada
InsurTech News

NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada

Fintech News Desk
by Fintech News Desk0
Acquisition of one of Western Canada’s largest independent brokerages creates a consolidated platform in the region, enhancing NFP’s existing P&C capabilities and operations NFP, a leading insurance broker and consultant that provides business and personal insurance, group benefits, retirement, and individual solutions announced its acquisition of Foster Park Brokers Inc. (Foster Park).......
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