Search Results for: client acquisition

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
by Fintech News Desk0
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
UK Robo Is a Newly Launched Crypto Platform That Has Developed an Exclusive Prospect to Make Productive Speculation Resources.
Banking News

UK Robo Is a Newly Launched Crypto Platform That Has Developed an Exclusive Prospect to Make Productive Speculation Resources.

Fintech News Desk
by Fintech News Desk0
The company has recently launched the advanced stages that give mechanized and algorithmic speculation administrations with negligible human management. Robot guides are expected to handle the demand for the robot-warning services needed by and after 2020. Due to customers’ growing preference for better computerized financial guidance and expectations of two-digit growth......
IRALOGIX Adds $22Million in Series C Funding to Accelerate FinTech Sector Growth
Fintech News

IRALOGIX Adds $22Million in Series C Funding to Accelerate FinTech Sector Growth

Fintech News Desk
by Fintech News Desk0
The growth capital will help IRALOGIX accelerate its product roadmap and expand its groundbreaking proprietary recordkeeping and technology solutions for Institutional Retirement, IRA, 401(k), and Wealth Management companies. Latest Fintech News: Scott Stephenson Joins Buckle as Chairman of the Board IRALOGIX announced today that it raised $22M of new funding. The funding will......
Illuminate Financial Secures Strategic Investment from Citi
Finance Investment Services News

Illuminate Financial Secures Strategic Investment from Citi

Fintech News Desk
by Fintech News Desk0
Illuminate Financial, the thesis-driven venture capital investor dedicated to early-stage FinTech and enterprise software companies, today announced a strategic relationship with Citi. Citi joins existing investors Jefferies, J.P. Morgan, Deutsche Börse Group and S&P Global as a limited partner in Illuminate Financial’s venture capital strategy. Latest Fintech News: Aduro Advisors......
Legacy Insurance and Financial Services Partners with Integrity to Elevate Agent Opportunities
InsurTech News

Legacy Insurance and Financial Services Partners with Integrity to Elevate Agent Opportunities

Fintech News Desk
by Fintech News Desk0
Legacy’s strong track record of service and support will be greatly enhanced by Integrity’s proprietary platform of systems and resources designed to help agents serve more Americans Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Prepaid Technologies Acquires Workstride, Advancing Its Category-Leading Payments Platform
Digital Payments News

Prepaid Technologies Acquires Workstride, Advancing Its Category-Leading Payments Platform

Fintech News Desk
by Fintech News Desk0
Acquisition positions company as single vendor, best-of-breed payments and engagement solutions provider Prepaid Technologies, a pioneer in the rapidly growing digital payments solutions market, announced the acquisition of WorkStride, a leading provider of incentive, employee recognition and rewards programs. The acquisition comes after Prepaid Technologies raised $96M in growth financing......
Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community
Fintech News

Softek Acquires Gentech (H2 FinTech) a Leading Provider of “Command and Control” Services to the Broker-Dealer and RIA Community

Fintech News Desk
by Fintech News Desk0
Acquisition further extends Softek’s services available to Broker-Dealers and RIAs Softek, a leading provider of Capital and Credit management solutions, announced it acquired Gentech (H2 FinTech) formerly part of GWM Holdings Inc. Gentech (H2 FinTech) is an innovative technology and software services firm addressing the day-to-day challenges of RIAs and Independent Broker/Dealers and the......
Gen II Fund Services Appoints Anne-Claire Berg as Chief People & Impact Officer
Fintech Funding News

Gen II Fund Services Appoints Anne-Claire Berg as Chief People & Impact Officer

Fintech News Desk
by Fintech News Desk0
Accomplished executive brings significant experience in talent acquisition, leadership development and organizational impact Gen II Fund Services, LLC (“Gen II”), a leading independent private capital fund administrator, announced Anne-Claire Berg will join the firm as Chief People & Impact Officer. Latest Fintech News: Sphere 3D Corp. Provides Bitcoin Production and Mining Updates......
Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners
Finance News

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”) announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement with LifePro marks......
KCD PR Strengthens Leadership Team with Addition of New Vice Presidents
Fintech News

KCD PR Strengthens Leadership Team with Addition of New Vice Presidents

Fintech News Desk
by Fintech News Desk0
Two Seasoned Communications Pros Will Help Better Serve and Grow KCD PR’s Portfolio of Clients in the Financial Services, Fintech, Tech, Blockchain and Web3 Ecosystems KCD PR, an award-winning integrated communications agency for the financial services, fintech and technology industries, today announced the addition of two new established communicators to......
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