Search Results for: advisor marketing

iCapital Secures Three Patents for Innovations in Alternative Investing Technology
Fintech Investment Services News

iCapital Secures Three Patents for Innovations in Alternative Investing Technology

Fintech News Desk
by Fintech News Desk0
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has been awarded three patents for technological advances in data......
FinOps Foundation Announces Spot by NetApp as Premier Member
Cloud News

FinOps Foundation Announces Spot by NetApp as Premier Member

Fintech News Desk
by Fintech News Desk0
Growing challenges of cloud cost management are driving adoption of FinOps and making it an essential part of cloud operations The FinOps Foundation, a part of The Linux Foundation’s non-profit technology consortium and focused on advancing the people and practice of cloud financial management, announced that global cloud-led, data-centric software......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Investment Services News

CI Global Asset Management Advances Technology Toolkit with CapIntel

Fintech News Desk
by Fintech News Desk0
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial......
Bill Pay Solution Cushion Closes $12 Million Series A to Grow Talent Roster
Fintech News

Bill Pay Solution Cushion Closes $12 Million Series A to Grow Talent Roster

Fintech News Desk
by Fintech News Desk0
With a Series A funding round under its belt, the fintech can take the next steps in rolling out its new bill pay offering Cushion, a leader in bank and credit card fee negotiation, announced that it has raised $12 million in Series A funding. The funding will enable Cushion to......
Integrity Partnership Expands Russek Financial Services' Medicare and Retirement Planning Offerings
InsurTech News

Integrity Partnership Expands Russek Financial Services’ Medicare and Retirement Planning Offerings

Fintech News Desk
by Fintech News Desk0
Experienced Northeastern agency with proven track record will use Integrity’s best-in-class resources and support to scale its growth and protect the health and wealth of more Americans Integrity Marketing Group, LLC, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it......
Small Business Remain Resilient Amid Labor Shortage, Market Challenges
Business Digital Payments News

New Chase Survey: Small Businesses Remain Resilient Amid Labor Shortage, Market Challenges

Fintech News Desk
by Fintech News Desk0
Small businesses to double-down on workforce hiring, training and pay; look to banks for mentorship, payment reliability, credit card rewards Nearly half of U.S. small business owners (48%) are feeling more upbeat about their company’s performance since this time last year citing strong technology infrastructure and new contingency plans in......
PayRetailers Strengthens Its Operations in Latin America
Digital Payments News

PayRetailers Strengthens Its Operations in Latin America

Fintech News Desk
by Fintech News Desk0
Spanish company PayRetailers continues to strengthen its local operations in Latin America and announces the opening of its new offices in Peru, while continuing to look at acquisitions to increase its presence in other countries Payment technology solutions have found fertile ground for expansion in Latin America given the lack......
Tokens.com Subsidiary, Metaverse Group, Announces Expansion of Services
Blockchain News

Tokens.com Subsidiary, Metaverse Group, Announces Expansion of Services

Fintech News Desk
by Fintech News Desk0
Tokens.com Corp., a publicly-traded company that invests in Web3 crypto assets and businesses linked to the Metaverse and NFTs, is pleased to share that its subsidiary, Metaverse Group has launched a new advisory services practice called Metaverse Advisors. “As a result of strong client demand, we have expanded the list of......
Cypress Environmental Partners Reports New Lender – Argonaut Private Equity
Fintech News

Cypress Environmental Partners Reports New Lender – Argonaut Private Equity

Fintech News Desk
by Fintech News Desk0
Cypress Environmental Partners, L.P., reported that an affiliate of Argonaut Private Equity, which is headquartered in Tulsa, Oklahoma, has acquired 100% of Cypress’s senior secured debt from the seven existing lenders. As previously reported, Cypress, with the support of its lenders, engaged Piper Sandler & Co. to solicit potential debt......
Rocket Global Unveils Its Plan to Become the Next-Gen Hybrid Crypto Exchange
Cryptocurrency News

Rocket Global Unveils Its Plan to Become the Next-Gen Hybrid Crypto Exchange

Fintech News Desk
by Fintech News Desk0
Rocket Global’s team has recently announced a series of features to achieve the status of a next-gen hybrid crypto exchange. In a market filled with competitors, Rocket Global highlighted a series of inefficiencies it wishes to solve From a technical point of view, the project built a framework that guarantees......
1