Search Results for: advisor marketing

Netcapital Establishes Referral Program with JD Merit Securities
B2B Investments News

Netcapital Founding Client Vantem Global Now Backed by Bill Gates’ Energy Fund

Fintech News Desk
by Fintech News Desk0
Netcapital Inc. (Nasdaq: NCPL, NCPLW) (the “Company”), a digital private capital markets ecosystem,  announced that Vantem Global, a startup that was among the first clients of Netcapital Advisors and completed a round of financing through Netcapital Funding Portal, is now backed by Bill Gates’ energy fund Breakthrough Energy Ventures. “It is always......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
B2B News Technology

Oak View Group Partners With Patriot One Technologies To Introduce Next-generation Patron Screening

Fintech News Desk
by Fintech News Desk0
 Oak View Group (OVG), the global venue development, advisory, and investment company for the sports and live entertainment industry, is introducing new patron screening technology to multiple properties as the result of a new partnership with Patriot One Technologies. The partnership will enable OVG properties to utilize Patriot One’s SmartGateway system to......
News Technology

BPM Launches Data Analytics Service Aimed At Delivering Clients Actionable Insights

Fintech News Desk
by Fintech News Desk0
BPM LLP, one of the 40 largest public accounting and advisory firms in the country, announces the formal launch of its Data Analytics service, headed by Partner Sven P. Jost. The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and......
Blockchain Digital News

Mythos Foundation, Mythos Dao And Mythos Token (Myth) Launch To Democratize Web3 Gaming

Fintech News Desk
by Fintech News Desk0
The Mythos Foundation has been established to manage the day-to-day operations of the Mythos blockchain gaming ecosystem decentralized autonomous organization (DAO). With support from industry leaders in web3 gaming, the goal of the Mythos Foundation is to reduce barriers-to-entry for innovative game developers wanting to build thriving play-and-own game economies.......
Orangewood Partners Makes Strategic Investment in Barrington James
Investment Services Investments News

Orangewood Partners Makes Strategic Investment in Barrington James

Fintech News Desk
by Fintech News Desk0
New capital will accelerate leading life sciences staffing firm’s expansion in U.S. and globally Orangewood Partners (“Orangewood”), a long-term focused private investment firm, announced an investment in Barrington James, a leading global recruitment firm that primarily serves the pharmaceutical, biotechnology and medical device sectors. Terms of the transaction were not......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
B2B Investment Services News

QED Investors Announces Acquisition Of Lingua Franca Search

Fintech News Desk
by Fintech News Desk0
QED Investors, a leading global venture capital firm focused on investing in disruptive financial services companies, announced the acquisition of Lingua Franca Search (LF Search), a boutique retained executive and professional search firm that places exceptional talent in fintech and financial services roles. QED Investors, which previously held a majority......
Prodege Names Jeff Carberry as Chief Financial Officer Joe Picciano Appointed Chief Operating Officer
Fintech News

Prodege Names Jeff Carberry as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Joe Picciano Appointed Chief Operating Officer Prodege, a cutting-edge consumer and insights platform, announced that Jeff Carberry has joined the Company as Chief Financial Officer, effective . Joe Picciano, Senior Vice President of Business and Finance Operations, who had been serving as Interim Chief Financial Officer, will transition into the......
Forage Recruits Senior Amazon Exec as Chief Business Officer, Charged with Making Online EBT Acceptance Easier for Retailers of All Sizes
Digital Payments News

Forage Recruits Senior Amazon Exec as Chief Business Officer, Charged with Making Online EBT Acceptance Easier for Retailers of All Sizes

Fintech News Desk
by Fintech News Desk0
Kristina Herrmann previously founded and led Amazon’s Underserved Populations team, which brought online SNAP EBT to millions of Amazon, Amazon Fresh, and Whole Foods customers across the country Forage, a payments processor that makes it easier for grocers to accept SNAP EBT (previously known as “food stamps”) payments online, announced......
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