Search Results for: advisor marketing

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......
Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion
B2B News

Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion

Fintech News Desk
Horizon Also Announces Acquisition of the Revenue Enablement Institute to Accelerate Green Thread’s Ability to Drive Client Results with Specialized Offerings Horizon Media, the largest U.S. media agency according to AdAge Data Center 2022, announced the launch of Green Thread, an independent business-to-business practice under the Horizon Media umbrella, designed to help......
OrangeGrid Hires and Promotes To Support Increase in Demand for Mortgage Servicing Technology
Mortgage News

OrangeGrid Hires and Promotes To Support Increase in Demand for Mortgage Servicing Technology

Fintech News Desk
OrangeGrid, a provider of mortgage servicing software, has hired and promoted several new members to its team to support the rising demand for automated mortgage servicing software that maximizes profitability by simplifying the way servicers manage their workflows across legacy systems and reporting tools. Latest Fintech News: Outsourced Investment Firms Totaling......
Veritonic Announces $7.5 Million Series A Funding Round to Power the Next Phase of Audio Measurement for Brands and Publishers
Fintech Funding News

Veritonic Announces $7.5 Million Series A Funding Round to Power the Next Phase of Audio Measurement for Brands and Publishers

Fintech News Desk
Investment In Independent, Audio Measurement Platform Comes at A Time When Audio Ad Spending Soars to Record-Levels Veritonic, the industry’s comprehensive audio analytics and research platform, announced it closed a $7.5 million Series A funding round led by Lavrock Ventures, with additional investment from Progress Ventures, Greycroft, Lerer Hippeau and......
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