Search Results for: client onboarding

Parallel Markets Acquires Passbase
Compliance management News

Parallel Markets Acquires Passbase

PR Newswire
by PR Newswire0
Parallel Markets, the pioneer in reusable identity, announced that it has acquired specific assets of Passbase, a digital identity verification company. With this acquisition, Parallel enhances its capabilities and cements its role as a leading provider of portable, regulatorily compliant KYC. “Passbase has been a leader in the portable, reusable......
defining 6 key segments
Featured Fintech Fintech Primers Fintech Radar

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......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
ZELF Launches Anonymous Debit Card with Crypto Recharge
Cryptocurrency News

ZELF Launches Anonymous Debit Card with Crypto Recharge

Fintech News Desk
by Fintech News Desk0
ZELF, Bank of the Metaverse, introduces anonymous and instant Visa debit card with crypto recharge Continuing its mission to democratize access to finance, ZELF, Bank of the Metaverse, has announced the launch of an anonymous and instant Visa debit card that can be replenished with cryptocurrency, as well as other methods of funding......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
Bitsy Launches Version 2 of Its Platform
Finance News

Bitsy Launches Version 2 of Its Platform

Fintech News Desk
by Fintech News Desk0
New platform and integration partners prove value, need, and uniqueness of Bitsy’s offerings Financial advisor automation software company Bitsy is excited to announce the rollout of the second version of its platform. Bitsy specializes in workflow automation tools for financial advisors that are powerful and easy to use, providing a......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
Synapse Announces New Partnership with American Bank
Banking News

Synapse Announces New Partnership with American Bank

Fintech News Desk
by Fintech News Desk0
Agreement advances Synapse’s modular banking infrastructure and supports American Bank’s commitment to delivering value to its community, customers, and shareholders Synapse Financial Technologies Inc., a banking-as-a-service (BaaS) platform that increases access to best-in-class financial products, announced a partnership with American Bank, a community bank based in Le Mars, Iowa, to......
Jasper Announces $125 Million Series A Funding Round, Bringing Total Valuation to $1.5B and Launches New Browser Extension
Artificial Intelligence Fintech Funding News

Jasper Announces $125 Million Series A Funding Round, Bringing Total Valuation to $1.5B and Launches New Browser Extension

Fintech News Desk
by Fintech News Desk0
Jasper accelerates their mission to bring generative AI to creators and teams, anywhere they work Jasper, an AI Content Platform, announced it has raised a $125 million Series A funding round at a $1.5 billion valuation. The round is led by global software investor Insight Partners and joined by other leading firms including Coatue, Bessemer Venture Partners, IVP, Foundation......
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