Search Results for: client acquisition

WilsonHCG Announces Completion of Strategic Growth Investment From 3i Group
Investment Services Investments News

WilsonHCG Announces Completion of Strategic Growth Investment From 3i Group

Fintech News Desk
by Fintech News Desk0
Wilson Human Capital Group, Inc. (WilsonHCG) has announced the equity investment from 3i Group plc (3i Group) has closed. “We’ve known the 3i team for a number of years and they’ve demonstrated a clear commitment to investing in our space. There is a strong cultural fit between our organizations and......
Traverse Fund Portfolio Company Cloud Elements Acquired by UiPath
Finance Fintech News

Traverse Fund Portfolio Company Cloud Elements Acquired by UiPath

Fintech News Desk
by Fintech News Desk0
The acquisition is the first in 2021 for Mercato Partners’ Traverse Fund Traverse, Mercato Partners’ growth fund, announced the acquisition of Cloud Elements, by UiPath, a global leader in enterprise automation software for an undisclosed sum.  Part of the Mercato Traverse Growth Fund III, Denver-based Cloud Elements specializes in API integration and management and complements UiPath’s comprehensive portfolio of solutions. “Cloud Elements has......
Anthemis Expands Leadership Team & Announces New Strategic Advisory Board to Accelerate Transformation of the Financial System
Fintech News

Anthemis Expands Leadership Team & Announces New Strategic Advisory Board to Accelerate Transformation of the Financial System

Fintech News Desk
by Fintech News Desk0
Ten years in, the market-leading global fintech investor assembles financial services and tech industry leaders to guide its next decade of growth Anthemis, a venture investment firm committed to cultivating change in the financial system announced the appointment of two former Barclays executives to leadership positions with Mei Lim to Chief Financial......
Cristóbal Conde Appointed Chairman of FinTech and GovTech Leader Fimatix
Finance Fintech Investment Services News

Cristóbal Conde Appointed Chairman of FinTech and GovTech Leader Fimatix

Fintech News Desk
by Fintech News Desk0
Fimatix has announced the appointment of Cristóbal Conde as Non-Executive Chairman effective from 23 March 2021. Formerly Chairman of Calastone, the major global funds network recently sold to The Carlyle Group, Conde brings a wealth of business, fintech and investment experience. He will work closely with the senior management team......
Thoma Bravo to Acquire Calypso Technology from Bridgepoint and Summit Partners
Capital Markets Investments News

Thoma Bravo to Acquire Calypso Technology from Bridgepoint and Summit Partners

Fintech News Desk
by Fintech News Desk0
Leading software investor to partner with Calypso to drive further growth and innovation in capital markets technology Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sectors, announced that it has reached an agreement to acquire Calypso Technology, Inc. from international private equity group......
Community Bank
Fintech News

Community Bank Selects Wolters Kluwer’s TSoftPlus Technology Offering

Fintech News Desk
by Fintech News Desk0
Technology facilitates small business stimulus funding through PPP loan applications Community Bank, based in Joseph, Ore., has selected Wolters Kluwer Compliance Solutions’ Paycheck Protection Program Supported by TSoftPlus™ to help expedite Paycheck Protection Program (PPP) loan applications for its small business customers. For more than 20 years, Wolters Kluwer’s TSoftPlus technology has helped lenders facilitate......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
CCC Appoints Software Industry Veteran Shivani Govil As Chief Product Officer
Artificial Intelligence Business InsurTech News

CCC Appoints Software Industry Veteran Shivani Govil As Chief Product Officer

Fintech News Desk
by Fintech News Desk0
 A Seasoned Executive In Enterprise SaaS and AI Technology, Govil Joins CCC to Drive Product Innovation for the P&C Insurance Industry Technology Leader  CCC Information Services Inc. (CCC), a leading SaaS platform for the P&C insurance economy, strengthens its executive team by adding Shivani Govil as Chief Product Officer. Govil......
Greg Fink Joins Bellwether Asset Management To Lead New Business Development
Investments News

Greg Fink Joins Bellwether Asset Management To Lead New Business Development

Fintech News Desk
by Fintech News Desk0
Bellwether Asset Management, Inc. (“Bellwether”) announced that it has hired Greg Fink as Managing Director and Head of Business Development. In his new role, Mr. Fink will be responsible for expanding the Bellwether client base throughout the real estate industry and beyond as the company continues to evolve its customizable and......
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