Search Results for: advisor marketing

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
Indyfin Launches New “Investor Experience Platform” for Wealth Management
Fintech News

Indyfin Launches New “Investor Experience Platform” for Wealth Management

Fintech News Desk
by Fintech News Desk0
Fresh off a $2.2 million capital raise, innovative fintech platform will be the “Yelp” for wealth management as SEC marketing regulations expand to allow for endorsements, testimonials and client reviews Indyfin, an innovative fintech company, announced the launch of its new Investor Experience Platform. This new and innovative digital marketplace......
SocialGood App Raises $14.2 Million For Patented Crypto Back Platform
Cryptocurrency News

SocialGood App Raises $14.2 Million For Patented Crypto Back Platform

Fintech News Desk
by Fintech News Desk0
The SocialGood App, which gives users cryptocurrency rewards for shopping, has raised $14.2 million in Series A funding from a venture capital firm. The SocialGood App (available on iOS and Android) is partnered with more than 1,800 major online stores, including AliExpress, eBay, Nike, and more. When users shop at......
Chargebee Further Strengthens EMEA Senior Leadership to Drive Regional Growth Among Subscription and SaaS Businesses
Fintech News

Chargebee Further Strengthens EMEA Senior Leadership to Drive Regional Growth Among Subscription and SaaS Businesses

Fintech News Desk
by Fintech News Desk0
Appoints Tarmo van der Goot as VP EMEA and Ash Lomberg as Senior Director EMEA Chargebee, the leading subscription management platform, announced the promotion of fintech industry veteran Tarmo van der Goot to VP EMEA to help scale regional operations. Ash Lomberg will be taking on van der Goot’s previous......
Sovereign X Platform Releases Public Beta
Cryptocurrency News Trading

Sovereign X Platform Releases Public Beta

Fintech News Desk
by Fintech News Desk0
SX platform’s two channels focus on crypto technical trading and expat and international living Sovereign X (SX) announced the release of its public Beta platform. SX utilizes a unique one-platform, two-channel approach geared to audiences interested in crypto technical trading and/or expat and international living. SX Wealth provides premium subscription advisory services that......
Zwipe's Biometric Payment Card Platform selected by Placard in Australia
Digital Payments News

Zwipe’s Biometric Payment Card Platform Selected by Placard in Australia

Fintech News Desk
by Fintech News Desk0
Placard, Australia’s largest card manufacturer and the only one qualified by all major card schemes, has selected biometric fintech pioneer Zwipe as its technology partner in pursuing the global market opportunities for biometric payment cards and other security products. Placard delivers more than 100 million cards each year for the most established......
Morgan Stanley Capital Partners Completes Investment in SpendMend
Investment Services News

Morgan Stanley Capital Partners Completes Investment in SpendMend

Fintech News Desk
by Fintech News Desk0
Investment funds managed by Morgan Stanley Capital Partners, the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired a controlling interest in SpendMend (the “Company”), from Sheridan Capital Partners. MSCP is partnering with the current management team led by CEO Dan Geelhoed and President Rob Heminger, who......
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Fintech News

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Fintech News Desk
by Fintech News Desk0
Apollo announced a first close in its previously announced transaction with Griffin Capital. Apollo has completed the acquisition of Griffin’s wealth distribution business, now part of Apollo Global Wealth. Apollo expects to hold a final close to add Griffin’s individual-investor focused products and associated asset management team in the second......
Tide Commits to Incubate 500,000 Women-Led Small Businesses in India by the End of 2027
Business Finance News

Tide Commits to Incubate 500,000 Women-Led Small Businesses in India by the End of 2027

Fintech News Desk
by Fintech News Desk0
Aims to support women in India to start and run their own businesses Tide, the UK’s leading business financial platform, with operations and an imminent launch in India, announced their target of supporting 500,000 female-led businesses, start out by the end of 2027. This move comes on the heels of......
Mill City Loans Established as Mortgage Conduit for Funds Managed by CarVal Investors
Mortgage News

Mill City Loans Established as Mortgage Conduit for Funds Managed by CarVal Investors

Fintech News Desk
by Fintech News Desk0
CarVal Investors, a global alternative investment manager, announced that funds managed by CarVal have established Mill City Loans, a mortgage conduit with a focus on building lasting relationships with originator partners in the acquisition of residential mortgage assets across multiple strategies. Mill City Loans is strategically focused on liquidity, technology,......
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