Search Results for: client acquisition

Intuit to Acquire Financial Health Startup SeedFi
Fintech News

Intuit to Acquire Financial Health Startup SeedFi

Fintech News Desk
by Fintech News Desk0
SeedFi’s Credit Builder feature will join Intuit’s Credit Karma business to help more members build credit while saving money Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has entered into an agreement to acquire SeedFi, the partner behind Credit Karma’s Credit Builder, which helps low, or......
645 Ventures Closes $347 Million Fourth Fund and First Select Fund to Invest in Iconic Technology Companies
Investment Services News

645 Ventures Closes $347 Million Fourth Fund and First Select Fund to Invest in Iconic Technology Companies

Fintech News Desk
by Fintech News Desk0
645 Ventures scales firm, team, portfolio, and AUM to over half a billion since 2014 inception, backed by prestigious LP base 645 Ventures, an early-stage venture capital firm that partners with exceptional founders building iconic technology companies, announced its oversubscribed fourth fund, Fund IV, alongside the launch of the firm’s......
Digital Payments News

Medius Continues To Build Payments Capability As integration With OnPay Solutions Is Fully Operationalized

Fintech News Desk
by Fintech News Desk0
Medius, a leading provider of AP Automation and wider spend management solutions, today announces the full integration of OnPay Solutions into the Medius platform, providing an end-to-end payments offering for customers in North America. The acquisition of Jacksonville-based OnPay Solutions in March 2022 enables the company to integrate payments into its source-to-pay platform. The......
Centralis Group launches Alternative Investment Fund AML Risk Management services
News Risk Management

Centralis Group launches Alternative Investment Fund AML Risk Management services

Fintech News Desk
by Fintech News Desk0
Centralis’ Governance, Risk and Compliance service line, launched earlier this year on the incorporation of Wheelhouse Advisors into the Group, continues to broaden its proposition to the alternative investment management sector following last month’s acquisition of Danesmead Limited Centralis Group announced the further expansion of its Governance, Risk and Compliance service......
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services
Investment Services News

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services

Fintech News Desk
by Fintech News Desk0
Independent investment advisors using Schwab’s custodial services and the BillFin™ client billing solution now have more capabilities, ease of use Envestnet announced that its Redi2 BillFin solution  is developing a deeper integration with Schwab Advisor Services, the industry’s largest provider of custody, trading and support services to independent investment advisors.......
Vantage Introduces Social Trading to Make Trading More Interactive
News Trading

Vantage Introduces Social Trading to Make Trading More Interactive

Fintech News Desk
by Fintech News Desk0
Vantage, the multi-asset broker, has launched social trading on the Vantage App, making it an all-in-one trading app that supports both regular trading and social trading. Social trading is an innovative feature that turns trading into a social event. Experienced traders can share their trading strategies as signal providers. Novice traders......
SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company's International Advisory Board
Banking Fintech News

SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company’s International Advisory Board

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, announced that payments veteran and trusted banking advisor Doug Leighton has accepted a non-executive board position on the company’s International Advisory Board. “Joining SRM’s International Advisory Board is a wonderful opportunity.......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Perform[cb] Announced as #1 Network for Consumer Financial Services by mThink
Finance News

Perform[cb] Announced as #1 Network for Consumer Financial Services by mThink

Fintech News Desk
by Fintech News Desk0
Perform[cb], #1 CPA Network Worldwide, earns new title as Best Network for Consumer Financial Services by mThink’s vertical-specific Blue Book survey Perform[cb], voted #1 CPA Network overall for six years running, has just been named #1 Network for Consumer Financial Services in mThink‘s inaugural Blue Book survey of the financial services vertical.......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
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