Search Results for: broker accounts

GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Finance Fintech News

GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with Nest Egg Investments, a privately-held company providing a simplified retirement investing app. The all-stock transaction is valued at $30 million. Nest Egg brings to GoLogiq a streamlined mobile solution for......
Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio
Banking Finance News

Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio

Fintech News Desk
by Fintech News Desk0
Bridge Bank announced its Capital Finance Group has closed on a $3 million credit facility for Innovative Lease Services Inc., a Carlsbad, California-based provider of commercial equipment financing and leasing services. Innovative Lease Services (ILS) plans to use the funding to help grow its lease portfolio. “We are pleased that......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Republic Capital Group Serves TrustCore in Significant Ria Transaction With CAPTRUST
Investment Services News

Republic Capital Group Serves TrustCore in Significant RIA Transaction With CAPTRUST

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, congratulates its client, TrustCore Financial Services, on its transaction with CAPTRUST Financial Advisors. Republic Capital Group served as TrustCore’s exclusive financial advisor in the transaction. TrustCore, the registered investment advisor (RIA), is based in Nashville,......
American Express to Acquire B2B Payments Automation Company Nipendo
B2B Digital Payments News

American Express to Acquire B2B Payments Automation Company Nipendo

Fintech News Desk
by Fintech News Desk0
Acquisition enables American Express to take next step in building a world-class business payments network American Express announced that it has entered into an agreement to acquire Nipendo, a company used by global businesses to automate and streamline business-to-business (B2B) payments processes. “With Nipendo, we will strengthen our expertise and......
iFOREX Announces New Features on Website and Trading Platform
News Trading

iFOREX Announces New Features on Website and Trading Platform

Fintech News Desk
by Fintech News Desk0
New features include expanded instrument offering and educational resources iFOREX, a leading global financial broker with offices in the British Virgin Islands, has recently made several major updates to both its trading platform and educational offerings including daily analysis videos, access to the brand’s Trading Expert live feed, and a variety......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
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