Search Results for: advisor marketing

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice
InsurTech News Risk Management

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice

Fintech News Desk
by Fintech News Desk0
Rapidly growing insurance brokerage firm taps platform to modernize marketing and strengthen sales relationships with new and existing customers Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc., has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable......
Aura Network Raised $4 Million in Pre-Series A Funding Round Led by Hashed and Coin98
Cryptocurrency News

Aura Network Raised $4 Million in Pre-Series A Funding Round Led by Hashed and Coin98

Fintech News Desk
by Fintech News Desk0
Aura Network kicks off 2023 with a $4M fundraising round led by Hashed and Coin98. Against the market backdrop, Aura Network is gathering momentum to take over the year ahead Aura Network has closed the fundraising round of $4 million, with Hashed and Coin98 Ventures co-leading the round. Following the......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
AdvicePay Launches Executive Search for a New CEO to Lead the Platform in its Next Phase of Growth
Digital Payments News

AdvicePay Launches Executive Search for a New CEO to Lead the Platform in its Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
After building out a strong management team, current CEO and co-founder Alan Moore will serve as Executive Chairman of the Board alongside co-founder Michael Kitces and independent Board member Yves-Marc Courtines AdvicePay, the leading platform for processing payments and overseeing compliance of fee-for-service financial planning, announced that the firm has......
VRRB Labs Launches Decentralized Protocol Leveraging Proprietary “Proof of Claim” Algorithm to Solve Blockchain Trilemma
Blockchain News

VRRB Labs Launches Decentralized Protocol Leveraging Proprietary “Proof of Claim” Algorithm to Solve Blockchain Trilemma

Fintech News Desk
by Fintech News Desk0
Raises Pre-Seed Funding Round from Investors Including Jump Crypto, Taureon, and Big Brain Holdings VRRB Labs, a decentralized protocol that combines speed, scalability, and decentralization without sacrificing security, announced that it has raised $1.4 million in pre-seed funding to support its development of an innovative blockchain that will make it......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
by Fintech News Desk0
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth
News Trading

Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth

Fintech News Desk
by Fintech News Desk0
intelliflo announced that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM). Vicus Capital has leveraged @intellifloltd redblack’s rebalancing and trading to support dramatic AUM......
Cion Digital Announces New N
Lending News

Cion Digital Announces New Name: UPTIQ

Fintech News Desk
by Fintech News Desk0
Newly Renamed UPTIQ Reflects business’ Laser Focus on Connecting Wealth Managers and Their Clients with the Right Lending Products for Wealth Preservation Cion Digital announces its new name – UPTIQ. The name change follows the company’s expansion to lending solutions in the wealth management industry. The company wanted its name......
Grove Point Financial Brings on Forward Financial
Investment Services News

Grove Point Financial Brings on Forward Financial

Fintech News Desk
by Fintech News Desk0
Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets. “As an experienced financial professional, Aaron is committed to......
Ascenum Announces Integration with Q2's Digital Banking Platform to Deliver High-Impact Service Providers to SMBs
Banking News

Ascenum Announces Integration with Q2’s Digital Banking Platform to Deliver High-Impact Service Providers to SMBs

Fintech News Desk
by Fintech News Desk0
Q2 digital banking customers can now offer Ascenum’s curated service providers to their SMB account holders through the Q2 Partner Marketplace Ascenum, Inc., an innovative B2B Marketplace for Small to Midsize Businesses (SMBs) seeking high-impact services, announced its integration with Q2’s Digital Banking Platform and its participation in the Q2......
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