Search Results for: broker

Insurance Technologies Acquires MyMedicareBot
InsurTech News

Insurance Technologies Acquires MyMedicareBot

Fintech News Desk
Acquisition Expands the Lines of Business Served to Include Medicare Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of MyMedicareBot, a Medicare distribution software company based in Santa Ana, Calif. Latest Fintech Insights : Goldman Sachs Asset Management......
Waterdrop Launches the WFind System
InsurTech News

Waterdrop Launches the WFind System

Fintech News Desk
Waterdrop Inc., a leading technology platform dedicated to insurance and healthcare service with a positive social impact, recently launched “Waterdrop Family Insurance Needs Diagnosis”, a system designed to help insurance brokers identify customer insurance needs based on information about their family members, income & expenses, and insurance demands. WFind involves......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
Counterpart Launches AI-Powered Crime Coverage For Small Businesses Backed by Aspen Insurance
Artificial Intelligence InsurTech News

Counterpart Launches AI-Powered Crime Coverage For Small Businesses Backed by Aspen Insurance

Fintech News Desk
Counterpart’s Crime insurance is available on a package or standalone basis enabling small businesses to protect themselves against all four major management liability exposures. Counterpart, the AI-driven management liability insurtech for small businesses, announced the launch of Crime insurance. The policy can be purchased on a standalone basis or packaged......
Front Launches API Platform to be the Plaid of Crypto and DeFi
Cryptocurrency DeFi News

Front Launches API Platform to be the Plaid of Crypto and DeFi

Fintech News Desk
Front is now offering the Front API to emerging FinTechs to further democratize access to financial services and user assets. Front, a company offering emerging FinTechs real-time access to investment portfolios and hassle-free crypto transfers across exchanges, launches Front API on Product Hunt. Latest Fintech Insights : Flywire Partners with Universitas......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Adwerx Helps Industry Elite Grow their Business With Proven Technology, Launches the Top Producer Platform
Digital Fintech News

Professional Pride Realty Delivers its Agents a Competitive Advantage with Adwerx Advertising Automation

Fintech News Desk
Firm automates brand advertising for every agent through the leading digital platform with proven ROI Adwerx, a full-service digital advertising platform shown to help agents win more listings, announces Professional Pride Realty as the latest brokerage firm to provide advertising automation for every real estate agent. This collaboration will help......
LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
Breeze Disability Insurance Platform Now Available to Appalachian Underwriters Network
InsurTech News

Breeze Disability Insurance Platform Now Available to Appalachian Underwriters Network

Fintech News Desk
With the partnership, thousands of agents and brokers can offer online disability insurance via Breeze’s turnkey platform. Breeze, the insurtech simplifying how disability insurance is bought and sold, announced a new partnership with leading insurance wholesaler Appalachian Underwriters, Inc. (AUI). “Latest Fintech News: PalmPay Hits 10 Million User Milestone in Nigeria......
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