Search Results for: broker

Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
B2B Business Fintech InsurTech Investment Services News

Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader

Fintech News Desk
by Fintech News Desk0
Foxquilt, a leading Canadian insurance technology company focused on empowering small businesses and B2B networks to save on small business insurance, announces plans for its headquarters in North Carolina and names Brandon Hickey as Vice President Sales and Operations Leader. With their partnership with Digital Partners, a Munich Re company......
Knowledge Bank and Iress Team on Integrated Product and Criteria Search
Banking Business Fintech News

Knowledge Bank and Iress Team on Integrated Product and Criteria Search

Fintech News Desk
by Fintech News Desk0
Knowledge Bank and Iress have collaborated to provide the UK’s very first, fully-integrated product and criteria sourcing system. Through a single search, brokers will be able to find the exact lender to suit their clients’ needs from both a product and criteria perspective, saving time and effort. Read More: E2X......
Netcapital Establishes ATS Partnership with Rialto Markets
Banking Blockchain Business Fintech News

Netcapital Establishes ATS Partnership with Rialto Markets

Fintech News Desk
by Fintech News Desk0
Netcapital.com to leverage Rialto’s ATS to provide issuers and investors with potential for enhanced distribution and liquidity Rialto’s team affords decades of institutional experience: Goldman Sachs, Deutsche Bank, Instinet, Citadel Record of success developing and implementing next-generation trading technologies and market infrastructure Shared vision of potential for private capital markets......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
WEX’s Health Division Strengthens Position as Industry Leader
Banking Business Digital Fintech Fintech Startups InsurTech Investment Services News Risk Management

WEX’s Health Division Strengthens Position as Industry Leader

Fintech News Desk
by Fintech News Desk0
WEX, a leading financial technology service provider, further solidified its leadership position in 2020 in terms of growth and services across its Health division. Read More: A Few of the ”Hottest” UK Fintech Startups! “Our shared mission of simplifying benefits for everyone is fueled by our ongoing commitment to investing in......
Arcesium Welcomes Alternative Investment Firm, Broad Reach, To Its Platform
Banking Business Fintech InsurTech News Risk Management

Arcesium Welcomes Alternative Investment Firm, Broad Reach, To Its Platform

Fintech News Desk
by Fintech News Desk0
Arcesium to Provide Broad Reach with Treasury Technology for More Efficient, Centralized Treasury Management Arcesium LLC, a leading global financial technology and professional services firm, announced today that London-based alternative investment firm Broad Reach Investment Management has chosen Arcesium’s modular Treasury Suite to scale its treasury operations and management functions. Read......
Simplex Partners Opera to Integrate In-Browser Crypto
Banking Cryptocurrency Fintech News

Simplex Partners Opera to Integrate In-Browser Crypto

Fintech News Desk
by Fintech News Desk0
Global industry leader, Simplex, has partnered with Opera to deliver a crypto onramp solution for users of the popular web browser. As a result of the integration, users will be able to buy and sell cryptocurrency instantly within the privacy-centric Opera browser. Read More:  Tuvalu Embarks On World’s First National......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Quontic Hires Craig Schimelman to Lead Wholesale Mortgage Division
Banking Digital Fintech News

Quontic Hires Craig Schimelman to Lead Wholesale Mortgage Division

Fintech News Desk
by Fintech News Desk0
Quontic, the adaptive digital bank, has hired Craig Schimelman as Vice President, National Wholesale Sales Manager. Schimelman comes to Quontic from Athas Capital Group, where he served as Vice President of Wholesale Production Schimelman will continue building out the National Wholesale footprint for Quontic. He is responsible for hiring Regional......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
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