Search Results for: Wealth management

Cryptocurrency Markets News

Connect Financial Announces Crypto-Backed Credit Cards

Fintech News Desk
Connect Financial – a cryptocurrency financial Fintech platform, announces their crypto-backed credit cards are coming to the market. With more than 320 million people using cryptocurrency globally and an expected global adoption growth rate of 10% by 2030 for Bitcoin (BTC) alone, there is no denying that cryptocurrency is quickly moving towards mainstream acceptance. Cutting-edge......
Risk Strategies Acquires Worldwide Assurance, Inc.
News Risk Management

Risk Strategies Acquires Worldwide Assurance, Inc.

Fintech News Desk
Miami-area specialist adds to national employee benefits practice capabilities Risk Strategies, a leading national specialty insurance brokerage, and risk management firm, announced it has acquired Worldwide Assurance, a health and benefits-focused retail agency. The terms of the deal were not released. Founded in 2012, Worldwide Assurance is a specialist in......
Bardon Insurance Bolsters Medical Stop-Loss for Self-Funded Employers with Gradient AI
Artificial Intelligence InsurTech News

Bardon Insurance Bolsters Medical Stop-Loss for Self-Funded Employers with Gradient AI

Fintech News Desk
Gradient AI’s Solution Provides Larger Datasets and Deeper Insights to Underwriting Process Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, announced that Bardon Insurance Group, a medical stop-loss Managing General Underwriter (MGU), is using its SAIL solution to better evaluate the risk of medical......
Bosonic Launches Cross Custodian Net Settlement
Digital Asset Management News

Bosonic Launches Cross Custodian Net Settlement

Fintech News Desk
Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces an industry first in going live with Cross Custodian Net Settlement (CCNS) in which trades in USDC and ETH were executed, cleared, and settled atomically between two digital asset custodians, First Digital in Hong Kong and Propine in Singapore. Latest Fintech......
Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates
B2B Fintech News

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates

Fintech News Desk
Round led by BNP Paribas, Europe’s leading financial institution Save, a fintech company that helps clients earn higher yields on their spending and savings, announces the successful closure of a funding round led by BNP Paribas, Europe’s leading financial institution. Joining BNP Paribas in the round is Webster Bank, a leading commercial bank in the Northeast who......
Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program
Finance News

Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program

Fintech News Desk
The CFA Credit Academy will train student credit ambassadors to promote credit health and knowledge Almost half of all college students say money management is a bigger challenge than any other they may face, according to the U.S. Department of Education. To empower students as they embark on their higher education......
Banking Executives Report Lacking Proactive Fraud Prevention Approach
Banking Fintech News Security

Banking Executives Report Lacking Proactive Fraud Prevention Approach

Fintech News Desk
Transaction Data and Customer-Abuse Scoring Seen as Insufficient to Accomplish Goals While a comprehensive fraud management program is essential to mitigating risk and driving growth, a new survey finds that executives at some US financial institutions are at odds on whether their strategies are sufficiently proactive. Specifically, the survey of 105 decision......
Broadridge Appoints Martin Koopman as Chief Product Officer
Fintech News

Broadridge Appoints Martin Koopman as Chief Product Officer

Fintech News Desk
Broadridge Financial Solutions, Inc., a global Fintech leader, is pleased to announce the appointment of Martin Koopman as Chief Product Officer, effective January 1, 2023. In this role, Martin will lead the Product Management team working across all business units to collectively drive Broadridge’s delivery of world-class SaaS and other service offerings to......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
Commerce Digital Payments News

Endpoint Payment Solutions Closes Pre-Seed Round Led By MJC Partners And NOEMIS Ventures

Fintech News Desk
Endpoint Payment Solutions (“EPS”), a global payment card solutions provider, today announced the successful closing of its pre-seed round, led by MJC Partners and NOEMIS Ventures. “At MJC Partners, we are always looking for opportunities to bring digital banking innovation to our banking partners” EPS, founded by a seasoned team......
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