Search Results for: broker

Encova Insurance and Bold Penguin Expand Partnership and Distribution Capabilities
Fintech InsurTech News

Valentina Isakina Joins Bold Penguin’s Advisory Board

Fintech News Desk
Accomplished executive Valentina Isakina offers significant breadth and depth of experience advising and leading Fortune 100 insurance companies Rapidly growing commercial insurance technology provider Bold Penguin announces today it has appointed Valentina Isakina to its Advisory Board. As an accomplished global executive, Isakina offers world-class expertise that will support Bold......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
What a Revised US SEC Accredited Investor Definition Means for Digital Securities Markets
Economy Fintech Guest Posts Investment Services

What a Revised US SEC Accredited Investor Definition Means for Digital Securities Markets

Jackson Mueller
The US Securities and Exchange Commission recently made headlines when the agency adopted amendments to the “accredited investor” definition. Prior to the announcement, investors were deemed to be “accredited” based solely on income or net worth tests as defined by the Commission – a net worth of at least $1......
Sorcero Expands Into New York Insurance Market With Selection by InsurTech NY
Fintech InsurTech News

Sorcero Expands Into New York Insurance Market With Selection by InsurTech NY

Fintech News Desk
Sorcero Will Have An Opportunity To Demonstrate The Power Of Its Language Intelligence Technology To Leading Insurance Companies Sorcero, the leader in Language Intelligence technology, has entered the New York Insurance market, one of the world’s largest. The company was selected to participate in the highly-competitive InsurTech NY growth accelerator program. InsurTech......
The London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Infrastructure Overhaul
Fintech News Trading

KGI Asia selects Itiviti’s multi-asset OMS solution to trade global markets

Fintech News Desk
Itiviti, a leading technology, and service provider of electronic trading and connectivity solutions to financial institutions worldwide, announced that KGI Asia (Hong Kong), one of the largest equity brokers in Hong Kong has selected Itiviti’s multi-asset order management solution for high and low-touch trading. Read More: QRius Pay Launches Innovative QR Code......
Cboe
Fintech News Trading

Cboe Global Markets Agrees to Acquire BIDS Trading, the Largest Independent Block Trading ATS in the U.S.

Fintech News Desk
– Planned transaction provides Cboe with a meaningful presence in the substantial off-exchange segment of the U.S. equities market – Complements and expands spectrum of equity trading products, services and solutions available from Cboe’s businesses to enhance customers’ trading experience – Builds on successful and innovative partnership between Cboe and......
Cryptocurrency Fintech Fintech Funding InsurTech News

Bitstamp Introduces Crime Insurance to Further Protect Customers’ Funds

Fintech News Desk
Pioneer cryptocurrency exchange now insures assets for wide range of crime-related scenarios Bitstamp, the world’s longest-running cryptocurrency exchange and one of the largest by trade volume, today announced they have expanded the insurance offered to their customers with an additional crime insurance policy. Read More: Castle Announces Jim Gochee as......
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
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......
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