Search Results for: Strategic Advisory

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer
Business News

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk8
Two-Decade Industry Veteran Joins Team as Data Analytics Platform Officially Launches KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that financial industry veteran, Jeff Harper, has joined its team as chief revenue officer (CRO). KlariVis, which will officially launch this week at Bank......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors
Banking News

Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors

Fintech News Desk
by Fintech News Desk9
Deep Knowledge of Banking, Regulatory Environment and Financial Markets Will Bring Critical Value to Finxact as It Continues Its Rapid Growth Finxact, the emerging leader in Core-as-a-Service banking, announced that it has appointed Craig Phillips, former Counselor to the United States Secretary of the Treasury, to its Board of Directors. In this......
Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab
Banking Capital Markets Fintech News

Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab

Fintech News Desk
by Fintech News Desk7
Bill Moretti, an industry leader at the intersection of structured finance, financial technology, and portfolio management, has joined RiskSpan as a Senior Managing Director and head of its SmartLink innovation lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an......
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......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
by Fintech News Desk0
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
NCR and Cardtronics Announce Definitive Acquisition Agreement at $39.00 Per Share
Banking Fintech News

NCR Announces Acquisition of Edge Virtualization Technology Provider Zynstra

Fintech News Desk
by Fintech News Desk0
NCR Corporation , a global enterprise technology company for the retail, hospitality and banking industries, announced the acquisition of UK-based Zynstra, a provider of edge virtualization technology. NCR and Zynstra have worked together for several years, reflected in the launch of NCR Software Defined Store introduced in January 2019 and......
Riveron Acquires Conway MacKenzie, Enhancing Turnaround, Restructuring, and Operational Improvement Capabilities
Business Fintech News

Riveron Acquires Conway MacKenzie, Enhancing Turnaround, Restructuring, and Operational Improvement Capabilities

Fintech News Desk
by Fintech News Desk0
Combined Platform Offers a Full Range of Financial and Operational Consulting Services to Clients Across the Business Lifecycle and an Expanded Geographic Footprint Riveron, a national business advisory firm specializing in accounting, finance and operations, announced its acquisition of Conway MacKenzie, a leading turnaround, restructuring, and operational improvement firm. With......
First National Bank Appoints Brad Jones to Lead Charlotte Region
Banking News

First National Bank Appoints Brad Jones to Lead Charlotte Region

Fintech News Desk
by Fintech News Desk0
First National Bank, the largest subsidiary of F.N.B. Corporation, announced that it has hired Brad Jones, as Regional Market Executive and President of the Bank’s Charlotte market. He reports to Robert Moorehead, Chief Wholesale Banking Officer for FNB. In his role, Jones is responsible for developing new business opportunities, organizing and providing leadership to......
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