Search Results for: Strategic Advisory

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange
InsurTech Investments News

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients Envestnet, Inc. and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through......
FACERE25 and MJC Partners Successfully Launch New Fintech Advisory Firm Forty Grand
Digital Fintech News

FACERE25 and MJC Partners Successfully Launch New Fintech Advisory Firm Forty Grand

Fintech News Desk
by Fintech News Desk0
Dion Lisle of advisory firm FACERE25 is partnering with Michael Cavallaro and Carlton Jenkins of investment banking firm MJC Partners to launch Forty Grand whose singular mission is to drive value for community banks by delivering Fintech focused digital innovation. The three founding partners each bring a unique perspective but......
Jetty Announces Strategic Sales Hires for the Midwest, Southeast, West, and Mid-Atlantic
Finance Fintech News

Jetty Announces Strategic Sales Hires for the Midwest, Southeast, West, and Mid-Atlantic

Fintech News Desk
by Fintech News Desk0
New hires will support Jetty’s continued expansion to properties across the United States Jetty, the financial services company on a mission to make renting a home more affordable and effortless, today announced the hiring of Kim Adams, Reggie Shipman, Angelique Stensrud and Mike Szatko. Coming from Entrata, Marcus and Millichap, Assurant and TransUnion, the......
DigiMax Makes Strategic Investment in Technology Disruptor, Kirobo, to Help Solve Decentralized Finance (DeFi) Transaction Risks
Banking Blockchain Cryptocurrency Fintech News

DigiMax Makes Strategic Investment in Technology Disruptor, Kirobo, to Help Solve Decentralized Finance (DeFi) Transaction Risks

Fintech News Desk
by Fintech News Desk0
Crypto Pioneer Brock Pierce Joins DigiMax & Kirobo Advisory Boards DigiCrypts Blockchain Solutions Inc. (“DigiMax”) announces a $5 million USD strategic investment in Kirobo.  The investment will help launch Kirobo’s DeFi security products, and allow DigiMax to integrate these solutions into its own products. Kirobo, an Israeli based blockchain technology company, has developed......
Wolters Kluwer
Finance Fintech News Risk Management

Wolters Kluwer FRR Appoints Strategic Advisor for Australian Expansion

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer’s Finance, Risk & Regulatory Reporting (FRR) business has appointed Donna-Maree Vinci as a strategic advisor for Australia. Wolters Kluwer FRR counts major Australian financial institutions, as well as international banking groups active in the country, among its clients and is now scaling up operations in the country helping......
Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board
Business Fintech News

Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board

Fintech News Desk
by Fintech News Desk0
Leftbrain, the leading fintech company in business management, today announced the appointment of Jenna Adler, Lindsay Unwin, and Michael Fineberg to its newly formed advisory board. The board brings decades of collective experience in the music and tech industries and will be instrumental in helping Leftbrain scale its technologies and reach a new generation......
Calamos Investments Makes Strategic Hire Naming Former Citadel Executive Dan Dufresne As Chief Operating Officer
Fintech Investments News

Calamos Investments Makes Strategic Hire Naming Former Citadel Executive Dan Dufresne As Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
As AUM Surpasses $35 billion, Calamos expands leadership team to spearhead further growth Calamos Investments, a leading global asset manager, announced that the firm has hired Dan Dufresne, former executive at Citadel LLC for two decades, as Chief Operating Officer.  The announcement, made by John Koudounis, Calamos President and CEO, follows the......
Betterment Acquires Wealthsimple's US Investment Advisory Book of Business
Finance Fintech Investments News

Betterment Acquires Wealthsimple’s US Investment Advisory Book of Business

Fintech News Desk
by Fintech News Desk0
Through this strategic acquisition, Betterment grows their customer base and continues to accelerate growth Betterment, a leading online financial services company, announced that it has acquired Wealthsimple’s U.S. book of business. In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support......
Lukka Appoints FINRA Chairperson Eileen Murray as Key Strategic Advisor
Business Cryptocurrency Fintech News

Lukka Appoints FINRA Chairperson Eileen Murray as Key Strategic Advisor

Fintech News Desk
by Fintech News Desk0
Murray brings knowledge, expertise, and relationships in traditional finance to help drive Lukka’s growth Lukka, the leading crypto asset software and data provider, announced today that it has appointed Eileen Murray, Chairperson of FINRA and Former Co-CEO of Bridgewater Associates LP, to its advisory board. Murray brings knowledge and expertise......
Mogo Announces Strategic Investment in Coinsquare, Canada’s Leading Digital Asset Trading Platform
Digital Fintech Investment Services Mobile Banking News Trading

Mogo Announces Strategic Investment in Coinsquare, Canada’s Leading Digital Asset Trading Platform

Fintech News Desk
by Fintech News Desk0
Mogo to acquire 19.99% of Coinsquare; agreement includes rights to increase ownership up to 40% Mogo, a digital payments and financial technology company, announced its investment in Coinsquare Ltd. (“Coinsquare”), Canada’s leading digital asset trading platform, including the execution of a definitive agreement (the “Agreement”) for Mogo to acquire 19.99%......
1