Search Results for: broker accounts

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor
Business Fintech Investment Services News

Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor

Fintech News Desk
Celsius’s US$30M first equity round has Tether International as a US$10M lead investor at a US$120M pre-money valuation. Celsius Network Limited (“Celsius”) is excited to announce that Tether International Limited (“Tether International”), a member of the Tether group of companies, the largest stablecoin issuer with a 90% market share, is......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Capital Markets Fintech News Risk Management Trading

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

Fintech News Desk
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
Deutsche Bank Launches Payments Platform Through 2C2P in Thailand
Banking Fintech News

Deutsche Bank Appointed as Depositary Bank for the Sponsored American Depositary Receipt Program of LION GROUP HOLDING LTD.

Fintech News Desk
Deutsche Bank announced its appointment as depositary bank for the NASDAQ-listed American Depositary Receipt program of Lion Group Holding Ltd. (the “Company” or “LION”). Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “We are very pleased to have been appointed as depositary......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
Banking Cryptocurrency Featured Fintech Trading

Largest Cryptocurrency Exchanges

Fintech News Desk
Your first step in the world of cryptocurrency will be through a crypto exchange or a brokerage firm. To begin with, there are two kinds of crypto exchanges: Fiat Exchanges Cryptocurrency to Cryptocurrency exchanges The first kind of fiat exchanges allow the direct exchange of US Dollars, Euros and most......
Bold Penguin Announces Partnership in Agency Network Space with The Agency Collective
Fintech InsurTech News

Bold Penguin Strengthens Exchange Platform with the Addition of AmTrust

Fintech News Desk
Worker’s Compensation coverage from leading provider AmTrust Financial now available on the Bold Penguin platform Bold Penguin, a rapidly growing commercial insurance technology provider, has strengthened its insurance exchange offerings by integrating Workers’ Compensation insurance coverage from AmTrust Financial (AmTrust) on the Bold Penguin exchange platform. “As the largest commercial......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Propeller INC. Announces Launch of Sought-After Automated Surety Bond Platform, Hires Industry Veteran to Lead Operations

Fintech News Desk
Propeller Inc. has launched their automated surety bond platform for agents and brokers on June 2nd, 2020, which removes paper-intensive processes, delivering a low-touch way for agents to sell surety amidst the coronavirus pandemic. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Aaron Steffey,......
Planswell Fills C-Suite with Eye Towards Global Expansion
Business Fintech News

UP Fintech Reports a Net Profit for the First Time

Fintech News Desk
Despite being faced with a challenging start in 2020 due to the outbreak of the COVID-19 pandemic and the accompanying global economic volatility, UP Fintech Holding Limited (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global Chinese investors, recently posted impressive first-quarter financial results. Read More: GlobalFintechSeries......
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