Search Results for: advisor marketing
Firstcard Announces $4.7 Million in Seed Funding To Build Better Banking for College Students
Firstcard, a fintech startup building better banking for college students, announced that it has raised $4.7 million in Seed funding from VCs and Angels such as AngelList Early Stage Quant Fund. This comes a year after the company’s $3 million Pre-Seed fundraise, bringing the total funding to date to $7.7......
Modern Wealth Management Announces Acquisition of Midwest Financial
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
Top 10 Fintech CEO Watchlist
The financial technology industry is booming, and undoubtedly it’s led by brilliant people. You can keep up with the newest developments in the fintech industry by analyzing what Fintech leaders are actually doing in their workspace, influencing adoption of new tools and strategies. You will also realize the power of......
Turbotenant Launches Feature Leveraging Artificial Intelligence to Write Rental Property Listings
TurboTenant’s new AI listing assistant revolutionizes the rental marketing process by empowering landlords to create fair-housing compliant property descriptions in seconds As the race to maximize AI across nearly every industry continues, TurboTenant, the leading all-in-one landlord software, recently launched a feature that harnesses AI to allow landlords to craft their rental......
Big Finance, Bigger Challenges: The Elusive Journey Towards AI and Digital Mastery
The buzz around AI is pervasive, compelling financial institutions across all sectors to swiftly adopt its applications. However, given the global economy’s continued volatility and the challenges many companies face with digital transformation, there’s a compelling argument for caution. Moreover, it’s crucial to emphasize that a solid data strategy should......
Eden Exchange Unveils DealXchange: The Standalone Platform Transforming Business and Franchise Sales
Eden Exchange positions its revolutionary DealXchange buying-and-selling platform independent from its managed services ahead of global expansion to better support Australian SMEs with the flexibility and transparency needed for their global initiatives. Eden Exchange, a revolutionary online platform for buying and selling businesses, today announces the launch of its DealXchange......
Palm Tree Advises The Neato Company on Debt Financing to Support Rapid Growth
Palm Tree LLC, the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, announced its Investment Banking team advised on a successful debt financing transaction for The Neato Company with funds being provided by an institutional investment fund. Financial details of the......
Wealth Management Firms Display “Tempered Optimism” Amid Evolving Industries, According to New Wipfli Reports
Client engagement, employee retention and recruitment, and technology integration are shared priorities for both industries Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, published the results of two industry surveys from the wealth management and asset management sectors to gain insights into their current economic challenges and how they’re......