Search Results for: Wealth Advisory

Exchange Bank Announces Thomas Sands, Vice President, Regional Sales Manager
Banking News

Exchange Bank Announces Thomas Sands, Vice President, Regional Sales Manager

Fintech News Desk
Exchange Bank announces Thomas Sands as vice president, regional sales manager, responsible for overseeing Exchange Bank’s southern region. Exchange Bank welcomes Thomas Sands as vice president, regional sales manager, responsible for overseeing Exchange Bank’s southern region. Thomas comes to Exchange Bank with a strong background and hands-on credit experience from......
Industry Pioneer Eric Brickman Joins FutureFuel.io as Chief Operating Officer
Digital Fintech News

Industry Pioneer Eric Brickman Joins FutureFuel.io as Chief Operating Officer

Fintech News Desk
Brickman brings decades of wealth management and employee benefits experience to help FutureFuel.io accelerate innovation and expansion into new categories FutureFuel.io, a leading student loan repayment platform that helps borrowers pay down debt quickly and efficiently, announced the appointment of Eric Brickman to the role of Chief Operating Officer. In......
Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets
Digital Fintech News

Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets

Fintech News Desk
Partnership strengthens Allfunds’ private market and sub-advisory ambitions with integration of iCapital’s technology and solutions  Allfunds provides access to more than 1,500 major private and commercial banks and financial institutions globally Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network, the leading global financial......
Technology Association of Georgia Announces Final Agenda for Fintech South
Banking Digital Fintech News

Technology Association of Georgia Announces Final Agenda for Fintech South

Fintech News Desk
Special Guests Include Recording Artist Chris “Ludacris” Bridges, Two-Time NBA All-Star and Entrepreneur Baron Davis and “Mulan” Actor and Activist Jimmy Wong Technology Association of Georgia (TAG) announces the full agenda for Fintech South, the southeast’s largest event dedicated to financial innovation. The virtual conference, taking place June 22 – 24, will......
Klarna Secures Additional Funding as Consumers Demand Smarter Alternatives to Shop, Bank, & Pay
Banking Digital Payments E-commerce News

Klarna Secures Additional Funding as Consumers Demand Smarter Alternatives to Shop, Bank, & Pay

Fintech News Desk
Klarna, the leading global payments provider, retail bank, and shopping service, confirms a new equity funding of USD 639 million. The round was led by SoftBank’s Vision Fund 2 ,with additional participation from existing investors Adit Ventures, Honeycomb Asset Management and WestCap Group, to support international expansion and further capture global......
Shells Adds Cryptocurrency Payment Option with BitPay
Cryptocurrency Digital Payments News

Shells Adds Cryptocurrency Payment Option with BitPay

Fintech News Desk
Worldwide Network Supports New Customer Acquisition Globally with Crypto Shells, a new virtual cloud desktop startup, announced the company is accepting cryptocurrency payments using BitPay, the world’s largest provider of Bitcoin and cryptocurrency payment services. The ability to accept cryptocurrency enables Shells to attract new customers and sales by tapping......
Cetera Completes Acquisition of Assets Related to Voya Financial Advisors' Independent Financial Planning Channel
Finance Fintech News

Cetera Completes Acquisition of Assets Related to Voya Financial Advisors’ Independent Financial Planning Channel

Fintech News Desk
Marks Cetera’s Second Acquisition of a Carveout From an Insurance-related Business New Business, Cetera Wealth Partners, Retains Independent Financial Planning Channel’s Management Team, More Than 90% of Financial Professionals and More Than 93% of Assets Under Administration Cetera announced that it has successfully completed the acquisition of certain assets related......
BMO Financial Group Selects AWS as Its Preferred Cloud Provider
Cloud Digital Finance Fintech News

BMO Financial Group Selects AWS as Its Preferred Cloud Provider

Fintech News Desk
One of Canada’s largest financial institutions is leveraging AWS to modernize its banking platforms and power its digital transformation into a cloud-first organization Amazon Web Services, Inc. (AWS), an Amazon.com, Inc. company, announced that BMO Financial Group (BMO) has selected AWS as its preferred, strategic cloud provider. BMO will use......
Rapyd Expands Senior leadership Team, Appointing Casey Bullock as Chief Revenue Officer and Revital Lavie Cohen as Global VP HR, and promoting LeAnne Hoang to Global Chief Risk and Compliance Officer
Fintech News

Rapyd Expands Senior leadership Team, Appointing Casey Bullock as Chief Revenue Officer and Revital Lavie Cohen as Global VP HR, and promoting LeAnne Hoang to Global Chief Risk and Compliance Officer

Fintech News Desk
As Rapyd continues substantial growth Bullock will be responsible for strengthening commercial enterprise development along with strategic global partnerships and Lavie Cohen will ensure Rapyd has the talent and organizational growth strategy necessary to meet the growing demand Rapyd, a global Fintech as a Service platform, announced three new appointments......
ComplySci Announces $120 Million Growth Investment From K1 Investment Management
Fintech News

ComplySci Announces $120 Million Growth Investment From K1 Investment Management

Fintech News Desk
Leading Enterprise Software-Focused Private Equity Firm Joins Existing Investors in ComplySci as Company Reports Strongest Financial Performance Ever in Q1 2021 Capital Will Support New and Enhanced Solutions to Benefit Fast-Expanding Roster of Leading Financial Services Customers K1 to Help Drive Accelerated Growth and Expansion Opportunities for ComplySci ComplySci, the......
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