Search Results for: client

NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average
Finance Fintech News

Altruist Offers 5.10% APY with New Cash Accounts–11x the National Average*

Business Wire
In addition to 5.10% APY, Altruist Cash users get access to FDIC insurance through partner banks—up to $1 million for individual accounts and $2 million for joint accounts—and same day transfers. Altruist, the modern custodian for RIAs, launches Altruist Cash, its native cash management solution. The announcement comes just weeks......
Accenture Invests in Sanctuary AI to Bring AI-Powered, Humanoid Robotics to Work Alongside Humans
Artificial Intelligence Fintech Investments News

Accenture Invests in Sanctuary AI to Bring AI-Powered, Humanoid Robotics to Work Alongside Humans

Business Wire
Sanctuary AI’s general-purpose robot Phoenix™, recently recognized as one of TIME magazine’s “Best Inventions of 2023,” can perform a multitude of work tasks. Accenture has made a strategic investment, through Accenture Ventures, in Sanctuary AI, a developer of humanoid general-purpose robots that are powered by AI and can perform a wide......
FP Markets Named Best In Class for Commissions & Fees, Algo Trading and MetaTrader
News Trading

FP Markets Named Best In Class for Commissions & Fees, Algo Trading and MetaTrader

PR Newswire
Celebrating nearly two decades in the Forex and CFDs industry, FP Markets continues to excel in meeting the needs of traders and investors, earning it repeated industry acknowledgement in numerous key areas. The Best-In-Class status for excellence was awarded to FP Markets in multiple prestigious categories at the Forexbrokers.com 2024 Awards on 23 January, marking an......
Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper
Investment Services News

Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper

PR Newswire
Increased retail investor engagement as a result of the evolving market and regulatory framework Global Fintech leader Broadridge Financial Solutions, announced its latest whitepaper on the trends driving the proxy voting and corporate governance activities of retail investors throughout Europe. The whitepaper, The Continued Empowerment of the Retail Shareholder, looks at how ongoing......
Investment Firms Overlook AI as a Cybersecurity Risk and Remain Wary About SEC Cybersecurity Enforcement and Compliance with New Rules, Survey Reveals
Finance Fintech Investments News

Investment Firms Overlook AI as a Cybersecurity Risk and Remain Wary About SEC Cybersecurity Enforcement and Compliance with New Rules, Survey Reveals

Business Wire
Nearly 40% of compliance professionals from asset management, investment adviser, and private markets firms have yet to evaluate Artificial Intelligence (AI) as a cybersecurity risk, while 44% have concerns about how the SEC’s new cybersecurity rules will be enforced. Nearly 40% of compliance professionals from asset management, investment adviser, and......
TreviPay Introduces New Financing Option and Payment Application Features for B2B Net Terms Programs
B2B Finance Fintech News

TreviPay Introduces New Financing Option and Payment Application Features for B2B Net Terms Programs

Business Wire
The new solution to use self-financing in combination with TreviPay’s order-to-cash capabilities and partnerships gives sellers a wide range of choice and more control over how they fund their business growth. TreviPay, the most-trusted B2B payments and invoicing network, today announces a new self-financing option along with enhanced payment application......
LuggageToShip.com & PayToMe.co Unite: Travel and Pay Redefined
Digital Payments News

LuggageToShip.com & PayToMe.co Unite: Travel and Pay Redefined

PR Newswire
This collaboration marries the ingenuity of a leading travel and hospitality platform with the technological prowess of a digital payment innovator, setting new benchmarks for convenience and security in travel-related transactions. In a landmark move poised to redefine the landscape of travel, shipping, and storage, LuggageToShip.com, an acclaimed recipient of the......
Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings
Digital Payments News

Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings

PR Newswire
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, have announced......
KeyBank Surpasses $10 Million in Funded Loans Through Key Opportunities Home Equity Loan Program
Finance News

KeyBank Surpasses $10 Million in Funded Loans Through Key Opportunities Home Equity Loan Program

PR Newswire
Across KeyBank’s footprint, the Key Opportunities Home Equity Loan program has helped more than 200 clients secure loans for their primary home in designated communities. KeyBank announced that it has funded more than $10 million in loans through its Key Opportunities Home Equity Loani program. Launched on March 1, 2023, the program provides affordable terms......
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