Search Results for: advisor marketing

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
Payments Data and Customer Experiences Are Key to Better Loyalty and Rewards Programs
Digital Payments News

Payments Data and Customer Experiences Are Key to Better Loyalty and Rewards Programs

Fintech News Desk
by Fintech News Desk0
New research from Mercator Advisory Group examines the role of payment data and explores current trends in loyalty programs Mercator Advisory Group’s most recent report, How Payments Can Drive Better Loyalty and Rewards Programs, provides insight into the new technology driving increased personalization and better customer experiences with loyalty programs, and......
Industry Veterans Derek Bruton and John Wernz Join ActiFi's Board of Directors
Finance News

Industry Veterans Derek Bruton and John Wernz Join ActiFi’s Board of Directors

Fintech News Desk
by Fintech News Desk0
In the pursuit of continuing to partner with leading financial institutions to engage, empower, and elevate their financial advisors, ActiFi welcomes Derek Bruton and John Wernz to its board of directors. They will help guide the future development of the firm’s marketing and sales efforts. “There is so much untapped organic......
Soi Finance Ecosystem Plans To Launch A New Generation Crypto Ecosystem On The Solana Platform
Cryptocurrency Finance News

Soi Finance Ecosystem Plans To Launch A New Generation Crypto Ecosystem On The Solana Platform

Fintech News Desk
by Fintech News Desk0
Grab one-in-a-lifetime chance to invest in this latest project on Solana Soi Finance plans to launch a new generation crypto ecosystem on the Solana platform that is set to take the crypto world by storm. Soi Finance ecosystem will provide users with an easy and secure way to purchase, hold, and......
New Boutique nCino Consulting Firm Helps Financial Institutions Accelerate their Digital Journeys
Digital Fintech News

New Boutique nCino Consulting Firm Helps Financial Institutions Accelerate their Digital Journeys

Fintech News Desk
by Fintech News Desk0
Lucro, a boutique nCino consulting firm, has opened its doors for business. Founded by Josh Rodriguez and Kyle Huntzberry, Lucro focuses on helping Financial Institutions unlock the full potential of nCino and the broader Salesforce platform. After working for nCino and different consulting firms in the industry, the two co-founders came to realize......
PayRetailers Partners with Wordline in Latin America
Digital Payments E-commerce News

PayRetailers Acquires Chile’s Paygol and Colombia’s Pago Digital in Move to Unify $85 Billion LATAM E-Commerce Market

Fintech News Desk
by Fintech News Desk0
Acquisitions bolster PayRetailers’ position as the leading FinTech payment specialist across Latin America and efforts to simplify B2B e-commerce across the region PayRetailers, the leading LATAM FinTech payment specialist, announced the acquisition of two online payments platforms, Chile’s Paygol and Colombia’s Pago Digital. The two acquisitions strengthen PayRetailers’ breadth and......
Foreside Acquires Cipperman Compliance Services
News Risk Management

Foreside Acquires Cipperman Compliance Services

Fintech News Desk
by Fintech News Desk0
Foreside continues to strengthen its outsourced CCO capabilities and complements its distribution solutions with latest acquisition Foreside Financial Group, LLC, a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset management industry, announced its acquisition of Cipperman Compliance Services (CCS), a......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Sydecar Closes $8.3 Million To Modernize Venture Investing
Investment Services News

Sydecar Closes $8.3 Million To Modernize Venture Investing

Fintech News Desk
by Fintech News Desk0
The new onramp to venture capital brings process and certainty to venture capital investing, helping thousands of investors close over $350M in deals prior to public launch Sydecar announced that they have raised $8.3M in seed investment funding. The round was led by Deciens Capital, with participation from Pipeline Capital Partners, Anthemis Group, and Hustle Fund VC. Additional angel investors......
Rubenstein Partners Closes First Acquisition in Dallas Market
Digital Asset Management News Property

Rubenstein Partners Closes First Acquisition in Dallas Market

Fintech News Desk
by Fintech News Desk0
Rubenstein Partners, L.P. (including its affiliates, “Rubenstein”), a vertically integrated real estate investment adviser focused on value-added office property equity and debt opportunities, announced the acquisition of 5600 Headquarters Drive in the Legacy section of Plano, TX as its first foray into the growing Dallas MSA. David Rubenstein, Founder & Senior Managing Principal of......
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