Search Results for: enabling firms

Pay-Theory-CEO-Brad-Hoeweler-Named-Advisor-to-Fintech-Frontier
Banking Business Fintech Investment Services News

Pay Theory CEO Brad Hoeweler Named Advisor to Fintech Frontier; Ed Rigaud Joins Pay Theory as Advisor

Fintech News Desk
by Fintech News Desk0
Pay Theory, a Cincinnati-based family tech company that provides payment solutions for school districts, childcare, and families, is proud to announce that Brad Hoeweler, its CEO, has been tapped as an advisor to Fintech Frontier, an innovation partnership of Cincinnati-based financial services corporations and fintech entrepreneurs. Led by Cintrifuse, a......
Shield Collaborates with TeleMessage to Capture and Store Mobile and WhatsApp Messaging
Artificial Intelligence Business Fintech News

Shield Collaborates with TeleMessage to Capture and Store Mobile and WhatsApp Messaging

Fintech News Desk
by Fintech News Desk0
Specialist RegTech provider Shield today announced it has partnered with mobile archiving specialist TeleMessage to enable the direct capture and storage of Mobile and WhatsApp voice and chat messaging. Read More: Osome Publishes The Future of Entrepreneurship 2021 Report In Collaboration With Shopify, Xero and others The TeleMessege mobile capture......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Business Fintech Investment Services News

First Rate Selects FinMason to Deliver Third-Party ESG Data

Fintech News Desk
by Fintech News Desk0
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Business Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Cboe Global Markets and CoinRoutes Enter Exclusive Licensing Agreement for CoinRoutes RealPrice™ Cryptocurrency Market Data
Cryptocurrency Fintech News

Cboe Global Markets and CoinRoutes Enter Exclusive Licensing Agreement for CoinRoutes RealPrice™ Cryptocurrency Market Data

Fintech News Desk
by Fintech News Desk0
– Cboe granted exclusive use of CoinRoutes’ proprietary RealPrice™ BBO to create derived indices and data and analytics products – Agreement announces Cboe’s entrance into the cryptocurrency market data business – Cboe expects to offer select RealPrice data on its CSMI Cryptocurrency (CCCY) channel by the end of first quarter......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop
Fintech News

Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop

Fintech News Desk
by Fintech News Desk0
Wealth technology pioneer embeds the Glue42 open-source integration platform to modernize its software suite, enabling advisors to deliver a better and more personalized experience with a single click of a mouse. Glue42, the company that delivers integrated desktop experiences to financial instittions globally, and Chelmer, a pioneer wealth technology firm, today......
Bancolombia Chooses SunTec’s SaaS for Enterprise Pricing Solution
Business Fintech News

Bancolombia Chooses SunTec’s SaaS for Enterprise Pricing Solution

Fintech News Desk
by Fintech News Desk0
SunTec Business Solutions in partnership with AWS and TCS will help Bancolombia onboard the Enterprise-wide pricing solution to achieve customer centricity SunTec Business Solutions, the world’s #1 relationship-based pricing and billing software company has partnered with TCS for a first-of-its-kind deployment in LATAM – to begin the deployment of  its......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
Banking Business Fintech Fintech Startups Interviews Mobile Banking

Global Fintech Interview with Irwin Grossman, CEO and Co-founder at Delta Payment Solutions

Paroma Sen
by Paroma Sen0
Explore the State of Technology Sales and Tips to Streamline Marketing and Sales Efficiencies with Leaders from Zilliant, Pipedrive, TeamViewer, Acoustic and more!...
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