Search Results for: dealer experience

LPL Acquires Fintech Firm Blaze Portfolio
Business Fintech News

LPL Acquires Fintech Firm Blaze Portfolio

Fintech News Desk
by Fintech News Desk0
Blaze Portfolio’s innovative trading and portfolio rebalancing software will be integrated into LPL’s core technology platform, delivering a sophisticated solution to help drive efficiency and scale in advisors’ practices LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer LPL Financial LLC,......
Agora Data and Harvey Mudd College Partner to Develop an AI-Powered Application for the BHPH Industry
Artificial Intelligence Fintech News

Agora Data and Harvey Mudd College Partner to Develop an AI-Powered Application for the BHPH Industry

Fintech News Desk
by Fintech News Desk0
Agora Data, Inc., a finance solution provider of predictive loan technology, announced its project sponsorship for the Harvey Mudd College Clinic Program. The Clinic Program was founded in 1963 and is a year-long project where seniors take their skills out of the classroom and apply them to real-world projects. Agora Data......
TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion
Banking Fintech Investment Services News

Thoma Bravo to Acquire AxiomSL

Fintech News Desk
by Fintech News Desk0
Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sectors,  announced an agreement to acquire a controlling interest in AxiomSL, a leading provider of cloud-enabled risk management and regulatory solutions for banking, investment management, broker dealers and commodity trading institutions. The transaction is expected to close......
Top Financial Services, Tech Leaders Join Synapse Amidst Rapid Expansion
Banking Fintech Fintech Startups News

Top Financial Services, Tech Leaders Join Synapse Amidst Rapid Expansion

Fintech News Desk
by Fintech News Desk0
Banking services fintech startup welcomes VP of Compliance, VP of Customer Success, VP of Marketing, and VP of Engineering Synapse, a fintech company that increases access to best-in-class financial services products, announced today that four new senior leaders have joined its executive team to support the company’s growth. Collectively, these......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
by Fintech News Desk0
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Cboe
Fintech News Trading

Cboe Global Markets Agrees to Acquire BIDS Trading, the Largest Independent Block Trading ATS in the U.S.

Fintech News Desk
by Fintech News Desk0
– Planned transaction provides Cboe with a meaningful presence in the substantial off-exchange segment of the U.S. equities market – Complements and expands spectrum of equity trading products, services and solutions available from Cboe’s businesses to enhance customers’ trading experience – Builds on successful and innovative partnership between Cboe and......
Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer
Fintech Investment Services News

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s general counsel and chief legal officer. Armstrong will oversee all legal matters and direct risk, compliance, audit and governance functions......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
defi SOLUTIONS Empowers MUSA Auto Finance’s Innovative Model to Deliver Modern Lease Servicing and Remarketing Services
Business Fintech News

defi SOLUTIONS Empowers MUSA Auto Finance’s Innovative Model to Deliver Modern Lease Servicing and Remarketing Services

Fintech News Desk
by Fintech News Desk0
Rapid implementation of technology-enabled, end-to-end business process outsourcing services to support MUSA’s aggressive growth plan. defi SOLUTIONS is pleased to announce its latest partnership with MUSA Auto Finance. defi will be empowering MUSA’s unique business model to fully support the lease servicing and remarketing needs of other national funders. MUSA......
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