Search Results for: Strategic Advisory

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors
Fintech News

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

Fintech News Desk
by Fintech News Desk0
Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth......
Estancia Capital Partners Announces Strategic Investment in InvestorCOM
Compliance management News

Estancia Capital Partners Announces Strategic Investment in InvestorCOM

Fintech News Desk
by Fintech News Desk0
Estancia Capital Partners announced they completed a significant investment in InvestorCOM, a leading provider of software and tech-enabled compliance solutions to the asset and wealth management industry. The investment is intended to accelerate InvestorCOM’s continued expansion across North America and globally. “InvestorCOM’s experienced management team will remain in place and......
Finxact and KPMG Announce Alliance for Innovative Delivery of Banking & Advisory Services to Drive Banking Core Modernization
Banking News

Finxact and KPMG Announce Alliance for Innovative Delivery of Banking & Advisory Services to Drive Banking Core Modernization

Fintech News Desk
by Fintech News Desk0
Finxact, a Fiserv company and a leading provider of the next generation core banking platform for the U.S. regional and super-regional banking sector, announced its alliance with KPMG.  As part of the strategic relationship, KPMG will advise and help digitally transform clients on the Finxact platform. “Universal Banks, transaction-focused banks,......
Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment
Investment Services News

Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment

Fintech News Desk
by Fintech News Desk0
 Nationally recognized tax, accounting, and advisory firm to expand on growing field of outsourced advisory services Smith + Howard, a premier tax, accounting, and advisory firm headquartered in Atlanta with clients across the United States, announced it has secured a strategic investment through Smith + Howard Advisory LLC from Broad......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
Huntington National Bank Selects LiquidX as Strategic Supply Chain Finance Provider
Finance News

Huntington National Bank Selects LiquidX as Strategic Supply Chain Finance Provider

Fintech News Desk
by Fintech News Desk0
LiquidX technology will provide comprehensive back-office support  for end-to-end automation and efficiency Huntington National Bank announced it has selected LiquidX to provide an automated, end-to-end back-office solution to scale its trade finance infrastructure. LiquidX is a leading global fintech platform for digitization, monetization, and risk mitigation for working capital, trade finance,......
CUBE Announces Strategic Growth Investment from Bregal Milestone
Investment Services News

Bregal Milestone Announces Strategic Growth Investment in CUBE

Fintech News Desk
by Fintech News Desk0
Bregal Milestone, (“Milestone”), a leading technology growth capital firm with c.€1.2 billion of capital raised dedicated to investments in high-growth, market-defining technology companies, announced a strategic growth investment in CUBE Global (“CUBE”), a global leader in Automated Regulatory Intelligence (“ARI”). Terms of the transaction were not disclosed. Latest Fintech Insights......
Allvue Systems Announces Strategic Partnership with IQ-EQ
Investment Services News

Allvue Systems Announces Strategic Partnership with IQ-EQ

Fintech News Desk
by Fintech News Desk0
Partnership will provide private debt and CLO managers with a trusted advisor to effectively implement and integrate Allvue’s back-office product suite Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with IQ-EQ to provide back office servicing to private debt and CLO......
LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
by Fintech News Desk0
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
Private Equity-Backed Convenient Brands Acquires Dealer Pay and Provides Strategic Growth Investment
Digital Payments News

Private Equity-Backed Convenient Brands Acquires Dealer Pay and Provides Strategic Growth Investment

Fintech News Desk
by Fintech News Desk0
Convenient Brands announced that it has acquired Dealer Pay, LLC (“Dealer Pay”) of St. Louis, MO and provided a strategic growth investment. Latest Fintech News: Metallicus Forms Advisory Board of Banking Regulatory and Compliance Experts Dealer Pay is the leader in modern payments and point-of-sale software solutions for the dealership industries. Dealer......
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