Search Results for: broker accounts

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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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......
FinTech Startup Front to Fix Problems 80% of Retail Investors Face Every Year
Fintech Investment Services News

FinTech Startup Front to Fix Problems 80% of Retail Investors Face Every Year

Fintech News Desk
by Fintech News Desk0
Leveling the playing field for the everyday investor. It’s no secret that playing the stock market has always been an uneven game. New investors are especially subject to a lack of proper resources and a flood of misinformation guiding their stock picks on a regular basis. Front is here to......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Fintech News

Digital Payment Solutions Give a New Generation Greater Flexibility

Fintech News Desk
by Fintech News Desk0
FinancialBuzz.com News Commentary As consumer trends change overtime, many businesses have been forced to adapt accordingly. In recent years, one of the biggest demands in the consumer industry is more efficient payment systems. Traditionally, customers purchased products or goods at retail locations. However, with the rise of e-commerce, and now......
Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers
Fintech Investment Services News

Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers

Fintech News Desk
by Fintech News Desk0
Atom Finance, the consumer software platform providing institutional-quality investment resources to individual investors, announced the launch of their new premium subscription offering. The launch brings an expanded suite of advanced research tools to investors and empowers them with the same financial data and market insights as leading Wall Street firms.......
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