Search Results for: broker accounts

Cowbell Cyber Partners with Mylo to Expedite Distribution of Cyber Insurance for Small Businesses
Fintech InsurTech News

Cowbell Cyber Partners with Mylo to Expedite Distribution of Cyber Insurance for Small Businesses

Fintech News Desk
Cowbell Arms Mylo Customers with Standalone, Admitted Cyber Coverage and Risk Insights Cowbell Cyber, the industry’s first AI-powered cyber insurance provider for small to mid-sized businesses (SMBs), today announced it has partnered with Mylo – the digital broker launched by the world’s largest independent broker, Lockton – to enable increased......
DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy
Fintech Fintech Funding News Trading

DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy

Fintech News Desk
DriveWealth, LLC, a U.S.-based leader in global digital trading technology, today announced a $56.7 million Series C round to strengthen its current technology stack, make strategic acquisitions, and grow the organization to scale its business. Read More: i2c Taps Miguel Olvera to Drive Mexican Growth The round was led by......
Top Financial Services, Tech Leaders Join Synapse Amidst Rapid Expansion
Banking Fintech Fintech Startups News

Top Financial Services, Tech Leaders Join Synapse Amidst Rapid Expansion

Fintech News Desk
Banking services fintech startup welcomes VP of Compliance, VP of Customer Success, VP of Marketing, and VP of Engineering Synapse, a fintech company that increases access to best-in-class financial services products, announced today that four new senior leaders have joined its executive team to support the company’s growth. Collectively, these......
Cboe
Fintech News Trading

Cboe Global Markets Agrees to Acquire BIDS Trading, the Largest Independent Block Trading ATS in the U.S.

Fintech News Desk
– Planned transaction provides Cboe with a meaningful presence in the substantial off-exchange segment of the U.S. equities market – Complements and expands spectrum of equity trading products, services and solutions available from Cboe’s businesses to enhance customers’ trading experience – Builds on successful and innovative partnership between Cboe and......
M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App
Capital Markets Fintech Fintech Funding News

M1 Finance Closes $45 Million Series C Round to Build the Next-Gen Finance Super App

Fintech News Desk
M1 Finance, the Finance Super App that offers automated investing, borrowing, and banking products, announced a $45 million Series C funding round led by Left Lane Capital. This latest round of funding, which brings the company’s total to just under $100 million, comes just 120 days after a $33 million......
Zywave Announces Partnership with Partners&
Business Fintech InsurTech News

Zywave Announces Partnership with Partners&

Fintech News Desk
Insurance tech provider Zywave is pleased to announce a new partnership with Partners&, the new venture led by Phil Barton and Stuart Reid. The business will leverage Zywave’s industry-leading insurance tech solution, Broker Briefcase, which optimises prospecting efforts with resources that support brokerages through each stage of the sales cycle, revolutionising the way brokers......
Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer
Fintech Investment Services News

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech News Desk
Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s general counsel and chief legal officer. Armstrong will oversee all legal matters and direct risk, compliance, audit and governance functions......
Sedgwick names Scott Rogers chief client officer
Business Fintech News

Sedgwick names Scott Rogers chief client officer

Fintech News Desk
Sedgwick, a leading global provider of technology–enabled risk, benefits and integrated business solutions, has appointed Scott Rogers to the role of chief client officer. Rogers has been with Sedgwick for 23 years, most recently serving as group president of client services. In that capacity, he also oversaw Sedgwick’s industry practices and worked......
HawkSoft Partners with Innovative Proof of Insurance and Dynamic Verification Platform Certificial
Fintech InsurTech News

HawkSoft Partners with Innovative Proof of Insurance and Dynamic Verification Platform Certificial

Fintech News Desk
Certificial is free for insurance agents and aims to revolutionize how insurance is verified and continuously monitored. Many interactions between businesses hinge on the ability for one party to provide a proof of insurance to the other. For example, delivering commercial shipments, accessing construction sites, or renting a commercial space......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
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