Search Results for: Wealth management

Nested Raises $7.5 Million Series A to Democratize DeFi
DeFi News Trading

Nested Raises $7.5 Million Series A to Democratize DeFi

Fintech News Desk
by Fintech News Desk0
Nested, an all-in-one DeFi social trading platform based on financial NFTs,  announced that it has raised $7.5 million in a Series A funding round. The round was led by renowned macro and digital asset investor Alan Howard and saw participation from Republic Capital, Kenetic Capital, and CMT Digital, among other investment......
Shakepay Launches Its Bitcoin Rewards Card to Canadians
Cryptocurrency News

Shakepay Launches Its Bitcoin Rewards Card to Canadians

Fintech News Desk
by Fintech News Desk0
Shakepay, a leading Canadian bitcoin technology company enabling customers to easily buy and earn bitcoin through financial applications, announces the availability of its Shakepay Visa* Prepaid Card to the public after a successful invite-only launch to its devoted community of Shakers in December 2021. “Overall, the Card was well received......
Bank of Botetourt Renews Contract With KlariVis
Analytics Banking News

Bank of Botetourt Renews Contract With KlariVis

Fintech News Desk
by Fintech News Desk0
KlariVis, a fast-growing enterprise dashboard and analytics solution for the financial services industry,  announced that alpha client Bank of Botetourt has re-signed its contract with KlariVis for the next five years. KlariVis compiles and aggregates high-value, actionable data into an intuitive, user-friendly enterprise dashboard. The KlariVis platform provides financial institutions of......
Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
by Fintech News Desk0
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
BitYard Announces a Whole New Roadmap for 2022, Desires to Top the Trading Market
News Trading

BitYard Announces a Whole New Roadmap for 2022, Desires to Top the Trading Market

Fintech News Desk
by Fintech News Desk0
There are some interesting things about the Crypto industry from the internet. BitYard is an all-in-one crypto trading exchange that provides users a trading solution through Spot, Contracts for Differences (CFD), Inverse perpetual contract, and copy trading services. The platform offers a variety of services intended to simplify the trading experience......
HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
WesBanco Announces Nashville Area Residential Mortgage Loan Production Office
Mortgage News

WesBanco Announces Nashville Area Residential Mortgage Loan Production Office

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announced that it has continued to successfully execute upon its strategy to seek additional long-term growth opportunities through the opening of a loan production office, initially focused on residential mortgage lending, within the Nashville area. “WesBanco is focused on delivering long-term, sustainable growth to......
Robins Financial Credit Union Announces Agreement to Acquire Persons Banking Company
Banking News

Robins Financial Credit Union Announces Agreement to Acquire Persons Banking Company

Fintech News Desk
by Fintech News Desk0
Robins Financial Credit Union announced its execution of a definitive agreement to acquire Persons Banking Company, a state-chartered bank headquartered in Forsyth, Georgia. Robins Financial was established in 1954 and has experienced sustained growth and stability over the years, making it a pillar in the Middle Georgia community. As the......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
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