Search Results for: client acquisition

Orion Portfolio Solutions Selects Docupace for Workflow Automation
Fintech News

Orion Portfolio Solutions Selects Docupace for Workflow Automation

Fintech News Desk
by Fintech News Desk0
Fast-growing TAMP consolidating and streamlining operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions has selected the Docupace Platform to automate workflows for its wealth management platform. Orion Portfolio Solutions Selects Docupace for Workflow Automation. Fast-growing TAMP streamlining operations......
Cutting Edge Secures $100 Million in New Financing From a Consortium of Banks Led by Pinnacle Financial Partners
Finance Investment Services News

Cutting Edge Secures $100 Million in New Financing From a Consortium of Banks Led by Pinnacle Financial Partners

Fintech News Desk
by Fintech News Desk0
Cutting Edge Media Music (CEMM) announced that it has secured $100 million in new financing from a consortium of banks led by Pinnacle Financial Partners. Cutting Edge Secures $100 Million in New Financing from a Consortium of Banks Led by Pinnacle Financial Partners CEMM, a division of the Cutting Edge......
Cryptocurrency Digital Markets News

Bakkt To Enhance Focus On Scalable Business-to-Business-to-Consumer Solutions And Sunset Consumer App

Fintech News Desk
by Fintech News Desk0
Bakkt Holdings, Inc. announced today that it is furthering its focus on providing scalable business-to-business technology solutions and will be sunsetting its consumer-facing app. Bakkt will continue its core focus of providing businesses with crypto and loyalty experiences for their customers through SaaS and API solutions on a secure and......
XiFin Unveils New Corporate Identity to Reflect Company’s Broader Mission of Healthcare Financial Stability
Finance News

XiFin Unveils New Corporate Identity to Reflect Company’s Broader Mission of Healthcare Financial Stability

Fintech News Desk
by Fintech News Desk0
Continued Momentum in Pharmacy, Medical Device, and Radiology Segments Helped Drive 28% Increase in Annual Revenue With a 37% Revenue CAGR From 2019 to 2022 XiFin, Inc. unveiled new corporate branding to reflect the company’s industry leadership in providing solutions and services that improve financial performance, operational efficiencies, provide interoperability between......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Stenson Tamaddon Acquires Research and Development Tax Services Firm
Finance News

Stenson Tamaddon Acquires Research and Development Tax Services Firm

Fintech News Desk
by Fintech News Desk0
Specialty Tax Firm Announces New Managing Director of R&D, Ilija Huljev with Acquisition of Huljev & Associates Partners Stenson Tamaddon, a specialty tax firm, is excited to announce the acquisition of Ilija Huljev and Huljev & Associates as it expands its efforts in the research and development tax space. Ilija......
FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms
Finance News

FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms

Fintech News Desk
by Fintech News Desk0
Parachute, a leading start-up lender, becomes the first organization in Canada to use FICO Score 10 and take part in the FICO Score Open Access program Today, global analytics software firm, FICO announced that Parachute, a leading start-up dedicated to making financial well-being accessible for all Canadians, is the first organization......
Capstone Partners Aggressively Expands Debt Advisory Group
debt collection News

Capstone Partners Aggressively Expands Debt Advisory Group

Fintech News Desk
by Fintech News Desk0
Addition of Two Senior Managing Directors and a Bolstered Execution Team Broadens Debt Capital Advisory Capabilities Capstone Partners, a leading middle market investment banking firm, is pleased to announce the addition of Brent Krambeck and Brad Stewart as Managing Directors to its Debt Advisory Group. These hires significantly expand the Group’s leadership team and solidify its......
B2B Digital Payments Markets News Technology

B2B Payments Company SendFriend Acquires Compliance Provider DigiPli

Fintech News Desk
by Fintech News Desk0
SendFriend, a B2B fintech company reinventing how companies send and receive cross-border payments, has acquired the assets of US compliance provider DigiPli for an undisclosed sum. One of the first companies to settle payments on the blockchain, SendFriend is a financial services and technology company focused on providing a seamless business to......
defining 6 key segments
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The 6 key Fintech Segments

Pooja Choudhary
by Pooja Choudhary0
Any new technology that enhances and automates the usage of financial products and services is referred to as “fintech,” or financial technology. The major six segments into which this technology is essentially split are listed below. Although there are a few additional minor components, we have only highlighted the key......
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