Search Results for: client acquisition

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Cohen & Company Capital Markets Continues Strong Growth Despite Tumultuous Capital Market Environment
Banking Capital Markets News

Cohen & Company Capital Markets Continues Strong Growth Despite Tumultuous Capital Market Environment

Fintech News Desk
by Fintech News Desk0
Leading M&A, Capital Markets, and SPAC Advisory Firm Promotes Five Senior Talents Cohen & Company Capital Markets, a leading full-service boutique investment bank with a focus on mergers and acquisitions (M&A), capital markets, and SPAC advisory, closed out a strong 2022. CCM announced or closed transactions that represent over $18 billion in......
Principal Doubles Direct Lending Committed Capital In 2022
Lending News

Principal Doubles Direct Lending Committed Capital In 2022

Fintech News Desk
by Fintech News Desk0
Principal Asset Management doubled its direct lending committed capital in 2022, increasing its foothold in the middle market. The direct lending team, now in its third year of business, has closed on 85 transactions since inception, representing $1.6 billion of committed capital. “The Best Places to Work in Money Management” “Current market......
Flaunt, the World's First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha
Digital Asset Management News

Flaunt, the World’s First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha

Fintech News Desk
by Fintech News Desk0
The company is the first official Salesforce Partner offering web3-powered loyalty solutions to help enterprise brands create, manage and integrate user-friendly loyalty programs Flaunt is announcing its launch out of High Alpha. The platform creates a path for brands to get started in the web3 loyalty space and even build on......
Avenu Acquires Government Payment Solution Provider, Interware Development Company
Digital Payments News

Avenu Acquires Government Payment Solution Provider, Interware Development Company

Fintech News Desk
by Fintech News Desk0
Connecting Citizens with Their State & Local Governments Through More Efficient Technology Avenu Insights & Analytics, the global leader in revenue enhancement and administration solutions for state and local governments, announced the acquisition of Interware Development Company Inc., a leading provider of cloud-based payment solutions for local governments. “Governments are......
Hardbacon Launches Bacon Creative, a New Content Creation Agency Powered by AI
Artificial Intelligence Finance News

Hardbacon Launches Bacon Creative, a New Content Creation Agency Powered by AI

Fintech News Desk
by Fintech News Desk0
The Canadian fintech relies on technologies such as ChatGPT to help clients replicate its SEO success Hardbacon, a personal finance app and site reaching more than 250,000 unique visitors per month, has launched a new creative content agency powered by artificial intelligence. Bacon Creative, Hardbacon’s new service agency, aims to......
VTEX and Nuvei Partner Amid Global Expansion Drive
Commerce Fintech News

VTEX and Nuvei Partner Amid Global Expansion Drive

Fintech News Desk
by Fintech News Desk0
eCommerce payments collaboration helps retailers accelerate their growth and profitability Nuvei Corporation, the Canadian fintech company and VTEX, the global enterprise digital commerce platform for premier brands and retailers, announced a global partnership that will provide greater flexibility and customization for retailers as VTEX expands deeper into Latin America and......
City National Bank Launches National Lending Initiative to Support Entrepreneurs and Potential Homebuyers in Underserved Communities
Lending News

City National Bank Launches National Lending Initiative to Support Entrepreneurs and Potential Homebuyers in Underserved Communities

Fintech News Desk
by Fintech News Desk0
New Special Purpose Credit Programs (SPCPs) will help entrepreneurs and potential homebuyers access capital City National Bank announced that it will launch an expansive new lending initiative in underserved communities nationwide. City National has a strong history of supporting and lending to small businesses, dating back to its founding by......
Options Announces Partnership with Tools for Brokers Following Successful Integration with ACTIV API
Capital Markets Finance News

Options Announces Partnership with Tools for Brokers Following Successful Integration with ACTIV API

Fintech News Desk
by Fintech News Desk0
Options Technology, the leading Capital Markets services provider, announced its partnership with Tools for Brokers (TFB) following a successful integration with ACTIV API. “We are excited to partner with Options to provide a comprehensive solution to retail brokers for seamless streaming of real-time and delayed market data. Now clients will have......
Heritage Bank Expands into the Boise, Idaho, Market
Finance News

Heritage Bank Expands into the Boise, Idaho, Market

Fintech News Desk
by Fintech News Desk0
Heritage Bank, a wholly-owned subsidiary of Heritage Financial Corporation, is pleased to announce its expansion into Boise, Idaho. The bank has also welcomed Mike Trueba, Senior Vice President Commercial Team Leader and Kara Aburusa Assistant Vice President Credit Analyst Senior, who will be located in a temporary branch set to open on January 10, 2023.......
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