Search Results for: broker

Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures
Fintech Funding News

Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures

Fintech News Desk
by Fintech News Desk0
New investment will accelerate deployment of proprietary technology and geographic expansion to serve homeowners with lifecycle services PunchListUSA, the first real estate platform to digitize home inspection data for instant estimates and online ordering of home repair services, today announced it has secured $39 million in investments led by Sweetwater Private Equity and Morpheus Ventures.......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
IMA Financial Group Issues First Insurance Certificate on the Blockchain
Blockchain News

IMA Financial Group Issues First Insurance Certificate on the Blockchain

Fintech News Desk
by Fintech News Desk0
NFT transaction is another metaverse first for the leader in digital asset risk management IMA Financial Group, which earlier this year launched Web3Labs, is now the first insurance broker to issue a certificate of insurance (COI) on the blockchain. The COI, completed on behalf of client Engiven, was transacted as a non-fungible......
Santa Cruz County Bank Announces $5 Million Share Repurchase Program
Finance News

Santa Cruz County Bank Announces $5 Million Share Repurchase Program

Fintech News Desk
by Fintech News Desk0
Santa Cruz County Bank announced the launch of a $5 million Share Repurchase Program. The Bank’s Board of Directors authorized the Share Repurchase Program and received the required approvals from the California Department of Financial Protection and Innovation as well as the Federal Deposit Insurance Corporation. Latest Fintech News: COINZIX Announces $300,000 Investment from......
DIFX Partners with Crypto Oasis to Further Establish Its Foothold in the Competitive Global Crypto Market
Cryptocurrency News

DIFX Partners with Crypto Oasis to Further Establish Its Foothold in the Competitive Global Crypto Market

Fintech News Desk
by Fintech News Desk0
Digital Financial Exchange (DIFX), an EU-regulated crypto exchange, marks a major milestone in its Blockchain journey by partnering with Crypto Oasis, the world’s fastest-growing crypto ecosystem. With the support of Crypto Oasis’ world-class talent and infrastructure, DIFX will cement its place as the leading cross-asset trading platform in the global crypto......
Generation Z are More Conservative Investors Than You May Think Data from Financial Platforms Moomoo and Futubull Shows
Finance News

Generation Z are More Conservative Investors Than You May Think Data from Financial Platforms Moomoo and Futubull Shows

Fintech News Desk
by Fintech News Desk0
New statistical data on investors collected via moomoo and Futubull highlights emerging investor behavior and trends including  The parent company of digital brokerage and wealth management platform moomoo, Futu Holdings Limited  which serves nearly 20 million users, including more than three million clients, has released a whitepaper on investor behavior and......
Altafid Launches First Fiduciary Financial Services Marketplace
Finance News

Altafid Launches First Fiduciary Financial Services Marketplace

Fintech News Desk
by Fintech News Desk0
State-of-the-art digital platform provides direct access to a wide range of financial services from best-in-class global institutions, building a marketplace where different industry players, from custodians to financial planners, interact Firm’s proprietary technology enables greater access, lower fees, and broader availability of products and services for the world’s growing investor......
Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC
Banking Investment Services News

Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC

Fintech News Desk
by Fintech News Desk0
Red Mountain Capital Partners LLC announced the launch of Red Mountain Capital Advisors LLC (“RMCA”) and Red Mountain Securities LLC (“RMS”), an investment banking platform focused exclusively on providing advisory services for middle market public and private companies and their owners. RMCA and RMS represent the evolution of Red Mountain......
Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services
InsurTech News

Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the merger of its client, Peak Performance Team, Inc. with PCF Insurance Services of the West, LLC. The acquisition closed on July 15, 2022. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG......
Venzee Technologies Announces Amendment to Convertible Debt Financing
Finance News

Venzee Technologies Announces Amendment to Convertible Debt Financing

Fintech News Desk
by Fintech News Desk0
Venzee Technologies Inc. the artificial intelligence (“AI“) platform for product data, announced today amendments to the terms of a non-brokered private placement of unsecured convertible debentures (“Debentures“) previously announced on June 23, 2022. Latest Fintech News: Huawei Cloud Everything as a Service for Smart Finance The amendment states that conversion within the......
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