Search Results for: advisor marketing

Onramp Invest Raises $7 Million to Complete Series A Funding
Fintech Funding News

Onramp Invest Raises $7 Million to Complete Series A Funding

Fintech News Desk
San Diego firm partners with JAM FINTOP and EJF Capital to continue building the digital asset ‘start button’ for financial professionals. Onramp Invest, the premier, turnkey digital asset platform for financial professionals, has completed its Series A funding round with a total of $7 million raised from lead investors JAM FINTOP and......
Flagstar Bank Completes Third MortgageTech Accelerator Program
Banking News

Flagstar Bank Completes Third MortgageTech Accelerator Program

Fintech News Desk
Four startups graduated from three-month collaborative program Flagstar Bank has wrapped up its third MortgageTech Accelerator program—the first and only accelerator in the United States solely dedicated to mortgage technology. Four startups graduated recently after a final presentation closed out the three-month program. Latest Fintech News: Celsius Network Initiates Financial Restructuring to......
Lightspeed Brings Innovative Payments Technology to the Golf Industryv
Digital Payments News

Lightspeed Brings Innovative Payments Technology to the Golf Industry

Fintech News Desk
Lightspeed Payments for Golf features new hardware and seamless, integrated payments technology from booking to the pro shop and hospitality services Lightspeed Commerce Inc. the one-stop commerce platform for merchants around the world to simplify, scale, and create exceptional customer experiences, today announced the launch of Lightspeed Payments for Golf. This......
Accenture to Acquire The Stable to Bolster its Commerce Transformation Expertise in North America
Commerce News

Accenture to Acquire The Stable to Bolster its Commerce Transformation Expertise in North America

Fintech News Desk
The Stable’s expertise and capabilities to help clients reinvent and accelerate their omnichannel commerce experience Accenture  has agreed to acquire The Stable  a commerce agency focused on helping consumer brands build and operate their own digital commerce channels as well as manage their brand and sales performance across key North......
Bluevine Announces Its Next-Gen Brand Identity, Reflecting the Company’s Growth and Evolution
B2B Banking News

Bluevine Announces Its Next-Gen Brand Identity, Reflecting the Company’s Growth and Evolution

Fintech News Desk
Leading fintech unveils new logo and branding to mirror its commitment to a better financial future for small businesses Bluevine, the leading provider of holistic banking solutions designed for small businesses, announced a new brand identity, reflecting the company’s next era of its commitment to grow and evolve its services......
Bregal Sagemount Announces Strategic Growth Investment in Optima Partners
Investment Services News

Bregal Sagemount Announces Strategic Growth Investment in Optima Partners

Fintech News Desk
Bregal Sagemount (“Sagemount”), a leading growth-focused private equity firm, announced a strategic growth investment in Optima Partners Holdings (“Optima” or the “Company”), a leading provider of specialized compliance advisory services to the investment management industry in the United States, United Kingdom, and Hong Kong. Latest Fintech News: Global Primex Launches Private,......
NewAge, Inc. Announces Departure of Chief Financial Officer and Appointment of Principal Financial Officer
Finance News

NewAge, Inc. Announces Departure of Chief Financial Officer and Appointment of Principal Financial Officer

Fintech News Desk
NewAge, Inc. announced that Kevin Manion, Chief Financial Officer, departed the Company as of July 1, 2022. Lawrence Perkins, who along with his firm SierraConstellation Partners LLC have been engaged to provide Chief Restructuring Officer (CRO) and other services to the Company, will assume the role of the Company’s principal financial......
Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners
Finance News

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners

Fintech News Desk
The Simplicity Group (“Simplicity”) announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement with LifePro marks......
KCD PR Strengthens Leadership Team with Addition of New Vice Presidents
Fintech News

KCD PR Strengthens Leadership Team with Addition of New Vice Presidents

Fintech News Desk
Two Seasoned Communications Pros Will Help Better Serve and Grow KCD PR’s Portfolio of Clients in the Financial Services, Fintech, Tech, Blockchain and Web3 Ecosystems KCD PR, an award-winning integrated communications agency for the financial services, fintech and technology industries, today announced the addition of two new established communicators to......
Assetplus Introduces Two New Financial Products, Several Others in the Pipeline
InsurTech News

Assetplus Introduces Two New Financial Products, Several Others in the Pipeline

Fintech News Desk
After NPS and Corporate FDs, Unique Digital Dashboard to offer Insurance, Bonds and more Chennai-based fin-tech company AssetPlus is revolutionizing the field of Mutual Fund Distribution through a comprehensive, fully digital platform. While most MF operations across the country tend to be manual and cumbersome, AssetPlus, which delivers the best......
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