Search Results for: advisor marketing

Credit Union 1 Partners with Total Expert to Surface New Opportunities and Grow Lending Practice
Banking Finance News

Credit Union 1 Partners with Total Expert to Surface New Opportunities and Grow Lending Practice

Fintech News Desk
by Fintech News Desk0
The large national credit union will leverage the platform to support marketing and create deal flow as loan officers look to strengthen relationships with new and existing members Credit Union 1 – a leading financial institution with branches across Illinois, Indiana, and Nevada, and serving members nationwide – has announced a......
Mastercard to Bring Crypto Trading Capabilities to Banks
Cryptocurrency Fintech News

Mastercard to Bring Crypto Trading Capabilities to Banks

Fintech News Desk
by Fintech News Desk0
New Crypto Source program extends Mastercard’s safe, secure and trusted services Mastercard introduces Crypto Source, a new program to enable financial institutions to bring secure crypto trading capabilities and services to their customers. The 2022 Mastercard New Payments Index reported that 29% of respondents globally hold cryptocurrency as an investment, with another 65%......
Revere Partners Appoints Renowned Dental and Financial Experts to Help Reach Fund Goal of $200 Million AUM
Fintech News

Revere Partners Appoints Renowned Dental and Financial Experts to Help Reach Fund Goal of $200 Million AUM

Fintech News Desk
by Fintech News Desk0
American Dental Association’s Former Executive Director Kathy O’Loughlin and Dental Innovator Ed Zuckerberg among venture partners and financial experts guiding first independent, open fund focused on driving innovation to oral health tech market Revere Partners, the first and only independent venture capital fund focused exclusively on oral health, announced its......
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......
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