Search Results for: asset offering

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Capital on Tap Partners With Marqeta for Expansion to Spain
Lending News

Capital on Tap Partners With Marqeta for Expansion to Spain

Fintech News Desk
by Fintech News Desk0
Capital on Tap to offer a new credit card lending programme to Spanish SMEs using Marqeta’s modern card issuing platform Marqeta, the leading global modern card issuing platform, announced it has helped one of the UK’s fastest-growing companies, Capital on Tap, to expand its small business credit lending services to......
Plan Participants Give OneAmerica High Marks in J.D. Power Study
Fintech Investment Services News

Plan Participants Give OneAmerica High Marks in J.D. Power Study

Fintech News Desk
by Fintech News Desk0
Company ranks third in 2020 U.S. Retirement Plan Participant Satisfaction Study, medium plan segment A relationship-oriented provider of impactful retirement plan solutions, OneAmerica acknowledged its third-place ranking in the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, in the medium plan segment. The study, which was based on responses......
TNG Names Kimberly Pacelli, J.D., M.Ed. as Partner
Business Fintech News

TNG Names Kimberly Pacelli, J.D., M.Ed. as Partner

Fintech News Desk
by Fintech News Desk0
TNG takes great pleasure in announcing the appointment of Kimberly Pacelli, J.D., M.Ed. as a Partner, effective May 1, 2020. Naming Pacelli to Partner serves to recognize her continued leadership at TNG as a subject matter expert, trainer, supervisor, and content developer. For the past 18 months, Pacelli has ably served TNG as an Associate and then as......
CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds
Fintech Fintech Funding Investment Services News

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
CFRA, one of the world’s largest providers of independent investment research, announced the release of a new data product focused on Canadian-listed Exchange Traded Funds (ETFs) that provides CFRA clients with the same level of detail the firm has long made available covering the U.S. ETF landscape. Read More: GlobalFintechSeries......
Insurity Strengthens Billing and Payments Offerings with Bill It Now Acquisition
Capital Markets Fintech News

Insurity Acquires Epic-Premier to Advance Leadership in the MGA Market

Fintech News Desk
by Fintech News Desk0
Insurity, Inc., a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, announced that it has completed the acquisition of Florida-based Epic-Premier Insurance Solutions, Inc. The acquisition further strengthens Insurity’s position in the growing managing general agent (MGA) market. Read More:......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Municipal Bond Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the second phase of its fixed income analytics offering – municipal bond analytics – for the retail wealth management and asset management communities. Read More: Simple Announces Launch of......
GoChain Unveils Turnkey Track And Trace Platform GoTrace
Blockchain Fintech News

GoChain Unveils Turnkey Track And Trace Platform GoTrace

Fintech News Desk
by Fintech News Desk0
GoChain, a leading provider of distributed ledger technology and creator of the GoChain enterprise-grade public blockchain network, announced the launch of its turnkey blockchain-based track and trace SaaS platform, GoTrace. GoTrace solves three of the main issues that plague the supply chains of most businesses today: 1) Stakeholders often lack......
Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital
Capital Markets Fintech Fintech Funding News Risk Management Trading

Derivative Path Raises $35 Million in Growth Equity Funding From FTV Capital

Fintech News Desk
by Fintech News Desk0
Derivative Path’s first institutional round will accelerate expansion of cloud-based capital markets technology and services platform Derivative Path, (DPI), a leading capital markets financial technology and services company, announced today that it has secured $35 million in growth equity funding from FTV Capital, a successful investor in innovative, high-growth companies within the......
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