Search Results for: advisory service

dLocal Collaborates with Microsoft to Reach New Customers in Emerging Markets
News

Amazon Kicks Off Localized Payments in Chile with dLocal

Fintech News Desk
dLocal, an award-winning fintech company that specializes in cross-border payments for emerging countries, announced that Amazon went live with dLocal’s local payments acceptance services in Chile. “Amazon has a long history of pioneering online innovation and bringing e-commerce to the rest of the world,” said Sebastian Kanovich, CEO of dLocal.......
Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech
Business News

Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech

Fintech News Desk
Davos delegates urgently need to make a big, bold commitment this year to fintech, affirms the CEO of one of the world’s largest independent financial services and advisory organizations. The rallying call from Nigel Green, founder and chief executive of deVere Group, comes as world leaders, CEOs, academics, influencers and......
Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin
Fintech Funding News

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin

Fintech News Desk
Equiteq, the Leading M&A Advisory Firm for Companies in the Knowledge Economy, Is Pleased to Announce That It Has Advised Choice Financial Solutions (“Choice FS”), a Leading US and European Fintech Firm Focused on Consumer Deposit Automation, on Its Sale to Raisin, a Pan-European Wealth Management Fintech Firm. Launched in......
Host Analytics Rebrands as Planful
Banking News

Host Analytics Rebrands as Planful

Fintech News Desk
Newly Unveiled Vision Reflects Value of the Company’s Continuous Planning Solution to Drive Faster, Confident Decision Making Host Analytics, Inc., a leading financial planning and analysis (FP&A) platform provider, announced that the company has changed its name to Planful, Inc. The name, Planful, is inspired by the company’s vision for......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions
Banking Fintech News

Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions

Fintech News Desk
Leading payment processing company National Payment Systems has expanded its executive team and rebranded as Boom Commerce dedicated to providing merchants and partners with cutting edge payment technology and other software and hardware solutions. The Boom brand affirms the company’s commitment to the growth and success of its merchants and......
Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors
Banking News

Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors

Fintech News Desk
Deep Knowledge of Banking, Regulatory Environment and Financial Markets Will Bring Critical Value to Finxact as It Continues Its Rapid Growth Finxact, the emerging leader in Core-as-a-Service banking, announced that it has appointed Craig Phillips, former Counselor to the United States Secretary of the Treasury, to its Board of Directors. In this......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor
Banking News

Blucora Announces Departure of CFO and Appointment of Rick Simonson as Special Advisor

Fintech News Desk
Blucora, Inc., a leading provider of tax-smart financial solutions that empower people’s goals, announced that Davinder Athwal, Chief Financial Officer, will be stepping down from his role at the company, effective January 31, 2020, and will then be available in an advisory capacity through 2020. “Since Davinder joined Blucora two......
eComchain Announces New eCommerce Features around Blockchain and AI for 2020
Banking Blockchain News

eComchain Announces New eCommerce Features around Blockchain and AI for 2020

Fintech News Desk
In today’s crowded marketplace of eCommerce providers, exceeding customer’s expectations are crucial. The usual “nice to have” features have now become “must haves” and that is what eComchain has striven to provide to their customers in 2019; a complete out-of-the-box solution with no additional development required. Most customers today expect......
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