Search Results for: Wealth management

Stash Unveils first Annual State of Money in America Findings, Looks at how Americans Understand and Approach Money
Banking News

Stash Unveils first Annual State of Money in America Findings, Looks at how Americans Understand and Approach Money

Fintech News Desk
Stash survey finds the majority of Americans want to build long-term wealth, while nearly half say they don’t know where to start Despite market volatility and sky-high inflation, majority of Americans are hopeful that next year will be better Stash, the investing and banking app with more than 2M customers and nearly $3B in assets......
Insurity Announces Ellen Carney, Principal Analyst at Independent Research Firm, to Make Keynote Address
InsurTech News

Insurity Announces Ellen Carney, Principal Analyst at Independent Research Firm, to Make Keynote Address

Fintech News Desk
Carney will speak at Excellence in Insurance Innovation, sponsored by Insurity, on the future of core insurance technology systems Insurity, a leading provider of cloud-based software for property and casualty (P&C) insurance carriers, brokers, and MGAs, announced that Ellen Carney, principal analyst of independent research firm Forrester, will be a......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
Studio Designer Maps Path for Growth with Investment from Serent Capital
Investments News

Studio Designer Maps Path for Growth with Investment from Serent Capital

Fintech News Desk
Studio Designer, a leading digital project management, product sourcing, and accounting platform for the interior design industry, has received an investment from Serent Capital, a growth-focused firm that invests in technology companies. The investment will allow Studio Designer to invest in developing new products and features and to scale key business......
River Financial Launches Zero-fee Recurring Bitcoin Orders
Finance News

River Financial Launches Zero-fee Recurring Bitcoin Orders

Fintech News Desk
River Financial (river.com), a leading Bitcoin technology and financial services company, launches zero-fee recurring Bitcoin orders, making it seamless to dollar-cost average into Bitcoin. River clients will pay no trading fees on recurring orders starting one week after a recurring order is placed. River Financial (river.com) launches zero-fee recurring Bitcoin......
AstroPay appoints Fayyaz Ansari as Chief Financial Officer
Finance News

AstroPay Appoints Fayyaz Ansari as Chief Financial Officer

Fintech News Desk
AstroPay, the payment solution of choice for millions of users globally, announced the appointment of Fayyaz Ansari as Chief Financial Officer. Latest Fintech News: Ashok Leyland Announces Financing Tie Up in Kenya for Vehicle Financing, as Channel Partner Deluxe Trucks and Buses Inks Agreement With Kenya Commercial Bank Having worked in......
HSBC Bank Canada Appoints New Chief Financial Officer
Banking News

HSBC Bank Canada Appoints New Chief Financial Officer

Fintech News Desk
HSBC Bank Canada has appointed Daniel Hankinson Chief Financial Officer succeeding Gerhardt Samwell who left HSBC in July to pursue other opportunities. Dan is expected to start in the role in September 2022. Kevin Nichols, the Bank’s Vice President and Canada Head of Asset Liability and Capital Management is Acting......
Digital 55 Launches Payment Processing Beta Test for Inugo CRM Platform
Digital Payments News

Digital 55 Launches Payment Processing Beta Test for Inugo CRM Platform

Fintech News Desk
Inugo Customer Relationship Management platform, powered by Digital 55, has announced an update to their popular CRM system, integrating Payment Processing and invoicing capabilities into the platform. Inugo, the simple and easy CRM, now provides a fully integrated, all-in-one customer data tracking, invoicing, and payment processing solution at a fraction......
JC Flowers Closes Fifth Private Equity Fund with More Than $1.1 Billion in Commitments
Finance News

JC Flowers Closes Fifth Private Equity Fund with More Than $1.1 Billion in Commitments

Fintech News Desk
JC Flowers & Co. LLC a leading private investment firm dedicated to investing globally in the financial services industry, announced today it has completed fundraising for its fifth private equity fund, J.C. Flowers V L.P. (together with parallel vehicles, “JCF V”), with more than $1.1 billion in commitments. Latest Fintech News: Breaking......
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