Search Results for: business strategies

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
OCC Promotes Carla Dawson to Chief Human Resources Officer
Investment Services News Trading

OCC Promotes Carla Dawson to Chief Human Resources Officer

Fintech News Desk
by Fintech News Desk0
OCC, one of the world’s largest equity derivatives clearing organization, announced that Carla Dawson, previously First Vice President, Talent Management, has been promoted to Senior Vice President and Chief Human Resources Officer. She reports to CEO John Davidson. Dawson previously was responsible for partnering with leaders across OCC to develop......
Great Hill Partners Makes All Cash Offer to Acquire VersaPay Corporation
Capital Markets News

Great Hill Partners Makes All Cash Offer to Acquire VersaPay Corporation

Fintech News Desk
by Fintech News Desk0
VersaPay Corporation and Great Hill Partners , a leading growth-oriented private equity firm, are pleased to announce that the Company and an affiliate of Great Hill have entered into a definitive arrangement agreement (the “Arrangement Agreement”) whereby Great Hill will indirectly acquire all of the issued and outstanding common shares......
Black Knight Mortgage Monitor: Servicer Retention Rates Fall in Q3 2019 Despite Refinance Volumes Hitting Highest Point in Nearly Three Years
Fintech News

Black Knight Mortgage Monitor: Servicer Retention Rates Fall in Q3 2019 Despite Refinance Volumes Hitting Highest Point in Nearly Three Years

Fintech News Desk
by Fintech News Desk0
After Hitting an 18-Year Low in Q4 2018, Refinance Lending Has Nearly Doubled (+94%) over the past Three Quarters Rate/Term Refinance Lending — Business That Is Typically Easier for Lenders/Servicers to Retain – Is Five Times Where It Was in Q4 2018, Driven by Recent Vintage Borrowers Seeking to Lower......
Discover Recognized As The First Digital Bank To Meet Bank On’s Certification Standards
Banking News

Discover Cardmembers Can Now Access Their Accounts Through Amazon Alexa

Fintech News Desk
by Fintech News Desk0
Discover announced that cardmembers can access their credit card accounts with the power of their voices through Amazon Alexa. The new Discover skill for Alexa offers customers a convenient and hands-free way to access account information, including their recent transactions, available credit, current balance, rewards category information and payment due......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Narmi Raises $35M in Funding to Accelerate Digital Transformation of America’s Financial Institutions
Banking Fintech Funding

Credible and Ladder join Narmi’s FinTech Integration Suite

Fintech News Desk
by Fintech News Desk0
Narmi Further Increases the Power of Its Digital Banking Platform via the Addition of Credible and Ladder to Its Fintech Integration Suite Financial institutions using the Narmi Digital Banking Platform can now offer even more differentiated functionality within their digital platform, including student loan refinancing and instant life insurance purchasing.......
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