Search Results for: Wealth management

Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify
Mortgage News

Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify

Fintech News Desk
by Fintech News Desk0
Neat Capital’s LOS algorithmically automates the antiquated mortgage process, bringing unparalleled efficiency, certainty, and clarity to the residential home financing journey Neat Capital, a Boulder-based FinTech company, announces the release of Neatify, the only modern mortgage origination platform built in the last decade. Neatify’s end-to-end technology platform includes: a cloud-based......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
Niyo Raises US $100 Million in Series C Round Led by Accel and Lightrock
Banking News

Niyo Raises US $100 Million in Series C Round Led by Accel and Lightrock

Fintech News Desk
by Fintech News Desk0
Will be using the funds to accelerate mission to make banking easier for 30 million users Niyo, the consumer neo-banking platform, has raised $100 million in its Series C round of funding. The company will be using the funds to accelerate its mission to transform banking in India, and to provide convenient and hassle-free financial services to digital native......
Circle Launches New Portal for Businesses to Seamlessly Access Growth in the Digital Asset Economy
Cryptocurrency Digital Asset Management News

Circle Launches New Portal for Businesses to Seamlessly Access Growth in the Digital Asset Economy

Fintech News Desk
by Fintech News Desk0
New Circle Account supports businesses looking to adopt digital assets with enhanced features to unlock growth in the fast-growing crypto economy Circle Internet Financial, LLC, a global internet finance firm that provides internet-based payments and financial infrastructure to businesses of all sizes, and the sole issuer of USD Coin (USDC),......
The Strawhecker Group’s BrandInfluence Solution Supports the Global Payments Industry
Digital Payments News

The Strawhecker Group’s BrandInfluence Solution Supports the Global Payments Industry

Fintech News Desk
by Fintech News Desk0
BrandInfluence helps payments companies boost their marketing and sales efforts The Strawhecker Group (TSG), a globally recognized analytics, intelligence, and consulting firm in the payments industry, is pleased to announce that it has expanded its BrandInfluence service. Pegged as a quasi-marketing agency for payments brands, BrandInfluence combines TSG’s trusted brand......
Visa Launches Program to Help Minority Depository Institutions Drive Economic Mobility
Digital Payments News

Visa Launches Program to Help Minority Depository Institutions Drive Economic Mobility

Fintech News Desk
by Fintech News Desk0
Visa will invest up to $100 million via deposits with MDIs and Provide Tools and Capacity Support to Minority-Led Banks Visa, a leading global payments technology company, announced the launch of Visa Minority Depository Institutions Accelerate, a new program to help reduce economic disparities and expand access and opportunity in......
Ceridian Launches New Cash Back Program with Dayforce Wallet Rewards
Digital Wallet News

Ceridian Launches New Cash Back Program with Dayforce Wallet Rewards

Fintech News Desk
by Fintech News Desk0
Ceridian, a global leader in human capital management (HCM) technology, announced Dayforce Wallet Rewards, a new cash back rewards program for Dayforce Wallet, Ceridian’s market-leading pay solution that enables employees to access their earned wages at any time. Dayforce Wallet Rewards will automatically give users cash back when they shop at......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
Gateway Earns Recognition from Fannie Mae’s STAR Program for Excellence in Mortgage Servicing
Mortgage News

Gateway Earns Recognition from Fannie Mae’s STAR Program for Excellence in Mortgage Servicing

Fintech News Desk
by Fintech News Desk0
Gateway First Bank has earned Fannie Mae’s Servicer Total Achievement and Rewards™ (STAR™) Program recognition for Solution Delivery in 2021. “I am extremely proud of our team’s tireless commitment to the mission of strengthening families and communities.” “It’s especially impressive to earn this customer service-based recognition during a year of......
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