Search Results for: dealer experience

AccessFintech Raises $60 Million in Series C Led By WestCap
Fintech News

AccessFintech Raises $60 Million in Series C Led By WestCap

Fintech News Desk
by Fintech News Desk0
AccessFintech, the leading fintech company evolving the capital markets operating model through data and workflow collaboration, announced the successful completion of its $60 million Series C funding round, led by WestCap. As the lead investor, WestCap brings deep experience building and scaling transformational software for capital markets with companies including......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
by Fintech News Desk0
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
Latham Adds Leading Financial Institutions Regulation Partner in New York
Finance News

Latham Adds Leading Financial Institutions Regulation Partner in New York

Fintech News Desk
by Fintech News Desk0
Arthur Long brings significant experience advising on complex bank regulatory compliance matters and regulatory aspects of transactions. Latham & Watkins LLP is pleased to announce that Arthur Long has joined the firm’s New York office as a partner in the Corporate Department, and as a member of the Capital Markets & Public Company Representation Practices and......
Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
by Fintech News Desk0
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
NSAV Retains Leading Investment Banking Firm, MD Global Partners
Banking News

NSAV Retains Leading Investment Banking Firm, MD Global Partners

Fintech News Desk
by Fintech News Desk0
Net Savings Link, Inc. a cryptocurrency, blockchain and digital asset technology company, today announced that the Company has engaged leading Manhattan-based investment banking firm, MD Global Partners (MD Global), to act as its exclusive general financial advisor for strategic corporate planning and investment banking services. Since inception, MD Global has......
BlueTape Raises $55Million to Transform Financing and Payments for SMBs in the Construction Industry
Digital Payments News

BlueTape Raises $55Million to Transform Financing and Payments for SMBs in the Construction Industry

Fintech News Desk
by Fintech News Desk0
BlueTape, a leading payments and financing provider for the construction industry, announced the closing of a $50M debt funding led by Arcadia Funds and a $5M seed round led by Chicago Ventures. Other investors include construction industry executives, real estate developers, and Plug and Play Ventures. Latest Fintech News: Anaptyss helps Global Banking and Financial Services Institutions......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
Concourse Financial Group Welcomes Key Group
Finance News

Concourse Financial Group Welcomes Key Group

Fintech News Desk
by Fintech News Desk0
The hybrid RIA practice with over $500 million in assets has offices in New Jersey, Massachusetts and Arizona, and is comprised of nine financial professionals. Concourse Financial Group , a division of Protective Life Corporation (“Protective”), supporting more than 500 independent financial professionals nationwide, today announced the successful recruitment of Key Group Management, Inc. (“Key Group”),......
Octane Announces Significant Milestones on Its Journey to Transform E-commerce
E-commerce Fintech News

Octane Announces Significant Milestones on Its Journey to Transform E-commerce

Fintech News Desk
by Fintech News Desk0
Company Achieves Record-Breaking Success as it Delivers a Revolutionary, End-to-End Digital Buying Experience for Recreational Purchases Octane (Octane Lending Inc.), the fintech revolutionizing the buying experience for major recreational purchases, announced numerous accomplishments during the first half of 2022 as it transforms e-commerce and makes buying lifestyle purchases fast, easy, and......
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