Search Results for: advisor marketing

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions
Investment Services News

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions

Fintech News Desk
by Fintech News Desk0
New Business to Manage Alternative Investment Products for Retail and High Net Worth Investors Fortress Investment Group LLC announced the formation of Fortress Private Wealth Solutions, a business that will bring over two decades of Fortress institutional-grade investment experience and expertise to a growing segment of individual investors seeking greater......
Centralis Group launches Alternative Investment Fund AML Risk Management services
News Risk Management

Centralis Group launches Alternative Investment Fund AML Risk Management services

Fintech News Desk
by Fintech News Desk0
Centralis’ Governance, Risk and Compliance service line, launched earlier this year on the incorporation of Wheelhouse Advisors into the Group, continues to broaden its proposition to the alternative investment management sector following last month’s acquisition of Danesmead Limited Centralis Group announced the further expansion of its Governance, Risk and Compliance service......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Teampay Brings Total Funding to $65 Million with Latest Round Led by Fin Venture Capital
Fintech Funding News

Teampay Brings Total Funding to $65 Million with Latest Round Led by Fin Venture Capital

Fintech News Desk
by Fintech News Desk0
All-in-one purchasing platform announces latest raise of $47 million fueled by company’s strong growth Teampay, the all-in-one-purchasing platform, announced it raised $47 million in Series B funding led by existing investor Fin Venture Capital. New investors Mastercard, Proof Ventures, Trestle, and Espresso Capital supported the oversubscribed round, bringing Teampay’s total......
Born From Combat Defense Tech Firm Enters Fintech Market With NovusPoint
Fintech News

Born From Combat Defense Tech Firm Enters Fintech Market With NovusPoint

Fintech News Desk
by Fintech News Desk0
Equitus Corporation, an enigmatic Florida tech firm known mostly for its advanced work in AI and Graph Database intelligence platforms designed for the defense intelligence community, has launched NovusPoint Inc., to meet growing demand for similar capabilities in the finance, banking, and insurance industries. Equitus Corporation spent years developing an entirely new-generation......
B2B Cryptocurrency News

CrossTower To Acquire BEQUANT And Launches The Industry First ESG Crypto Fund

Fintech News Desk
by Fintech News Desk0
CrossTower, the global cryptocurrency trading platform, announced that it has reached an agreement to acquire BEQUANT, a leading prime brokerage and digital asset exchange, for an undisclosed amount. CrossTower also announced the launch of the first ESG Crypto Fund, in partnership with the Lydian Group, to invest in and rebuild......
WOW TRADER by Tradesmarter Partners with TradingView for Advanced Charting
News Trading

WOW TRADER by Tradesmarter Partners with TradingView for Advanced Charting

Fintech News Desk
by Fintech News Desk0
Tradesmarter, provider of the white label trading platform solution WOW TRADER, is pleased to announce the launch of its latest integration with TradingView. Tradesmarter keeps its company mantra “Simplified, yet advanced” by integrating this high performance and mobile friendly charting tool into the WOW TRADER white label trading platform. TradingView is a widely......
Find Out if You Are Approved for an American Express Personal Card Before Impacting Your Credit Score
Finance News

Find Out if You Are Approved for an American Express Personal Card Before Impacting Your Credit Score

Fintech News Desk
by Fintech News Desk0
American Express announced that it is piloting a new application experience for its U.S. Personal Cards to help consumers apply with confidence, especially those who are unsure if they’ll qualify for a Card. During the application process, select applicants can find out if they are approved without impacting their credit......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
Nations Lending Opens New Branch in Summerville
Lending Mortgage News

Nations Lending Opens New Branch in Summerville

Fintech News Desk
by Fintech News Desk0
Company taps Hunter Jackson to lead and serve the Greater Charleston area Nations Lending, a leading full-service national mortgage lender, has announced the opening of its newest branch in Summerville, South Carolina. The company has hired native South Carolinian Hunter Jackson as Branch Manager, where he will be serving buyers......
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