Search Results for: Wealth Advisory

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Ridgeway Partners Announces Hari Krishnaswami as Managing Director
Finance News

Ridgeway Partners Announces Hari Krishnaswami as Managing Director

Fintech News Desk
by Fintech News Desk0
Ridgeway Partners announced that Hari Krishnaswami has joined the firm as a Managing Director in the New York Office. He will focus on supporting initiatives across Asset and Wealth Management, Financial Services and Financial Technology. Mr. Krishnaswami joins Ridgeway Partners from ISS Market Intelligence. ISS Market Intelligence is a leading provider......
Eaglebrook Advisors Raises $20M in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures
Fintech Funding Investment Services News

Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures

Fintech News Desk
by Fintech News Desk0
Largest digital asset SMA platform secures venture investment to enhance technology and fuel strategic growth plans Eaglebrook Advisors, Inc., the largest digital asset separately managed account (“SMA”) platform, announced today the close of its $20 million Series A investment led by Castle Island Ventures and Brewer Lane Ventures. Additional investors in......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
by Fintech News Desk0
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
Penelope Launches Retirement Savings Platform For Small Businesses And Entrepreneurs
Business Finance News

Penelope Launches Retirement Savings Platform For Small Businesses And Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Penelope aims to help 60 million Americans build bright financial futures and generational wealth with employee retirement platform On a mission to enable every small business to build bright financial futures for their owners and employees, Penelope announced the launch of its 401(k) platform, giving small business owners an affordable and......
Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform
Banking Fintech News

Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform

Fintech News Desk
by Fintech News Desk0
Infinity Digital for Salesforce integrates with Salesforce Financial Services Cloud to help banks deliver smoother onboarding, origination and servicing experiences across all touchpoints Temenos , the banking software company, announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, assisted channels and digital channels onto......
China Finance Online Co. Ltd. Receives Notice of Delisting from Nasdaq
Finance Fintech News

China Finance Online Co. Ltd. Receives Notice of Delisting from Nasdaq

Fintech News Desk
by Fintech News Desk0
China Finance Online Co. Limited (“China Finance Online”, or the “Company”, “we”, “us” or “our”), a leading web-based financial services company that provides Chinese individual investors with fintech-powered online access to securities trading services, wealth management products, securities investment advisory services, as well as financial database and analytics services to......
New $75M DeFi Fund Signals Big Investment in Blockchain
Blockchain Investments News

New $75M DeFi Fund Signals Big Investment in Blockchain

Fintech News Desk
by Fintech News Desk0
FN Media Group Presents Microsmallcap.com Market Commentary Decentral Park Capital, an early-stage investment firm, now with $140 million in assets under management, has launched a brand new $75 million fund to invest in DeFi initiatives. This fund aims to deploy funds to invest in decentralized exchanges, lending protocols, derivatives, structured products, oracles, staking, and middleware infrastructure.......
Milo Launches First U.S. Crypto Mortgage
Cryptocurrency Mortgage News

Milo Launches First U.S. Crypto Mortgage

Fintech News Desk
by Fintech News Desk0
Consumers can now leverage their digital assets to purchase real estate Milo, a financial technology company that is reimagining the way global consumers access financial solutions, announced its new crypto mortgage. This is the world’s first crypto mortgage offering that makes it easy for crypto investors to utilize their digital......
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