Search Results for: financial advisor

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions
Banking Fintech News

Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions

Fintech News Desk
by Fintech News Desk0
Leading payment processing company National Payment Systems has expanded its executive team and rebranded as Boom Commerce dedicated to providing merchants and partners with cutting edge payment technology and other software and hardware solutions. The Boom brand affirms the company’s commitment to the growth and success of its merchants and......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors
Banking News

Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors

Fintech News Desk
by Fintech News Desk9
Deep Knowledge of Banking, Regulatory Environment and Financial Markets Will Bring Critical Value to Finxact as It Continues Its Rapid Growth Finxact, the emerging leader in Core-as-a-Service banking, announced that it has appointed Craig Phillips, former Counselor to the United States Secretary of the Treasury, to its Board of Directors. In this......
Nielsen Builds Out Management Teams With Two Strategic Hires
News Trading

Nielsen Builds Out Management Teams With Two Strategic Hires

Fintech News Desk
by Fintech News Desk6
David Rawlinson to Become CEO of Nielsen Global Connect Linda Zukauckas Is Named Chief Financial Officer For The Company  Nielsen Holdings plc announced two significant hires that support Nielsen’s plan to create two separate publicly traded companies later in the year. David Rawlinson, President of the Global Online Business at Grainger, will become......
Grayscale Bitcoin Trust Announces Resumption of Private Placement
Cryptocurrency Investment Services News

Grayscale Bitcoin Trust Announces Resumption of Private Placement

Fintech News Desk
by Fintech News Desk10
Grayscale Investments, the world’s largest digital currency asset manager and sponsor of Grayscale Bitcoin Trust announced that the Trust will resume the private placement of its shares. The Trust’s private placement is offered on a periodic basis throughout the year and is now currently available to accredited investors for daily......
Esusu Appoints Albert Owusu-Asare As Chief Technology Officer to Lead Global IT Solutions and Product Innovation
Banking Fintech News

Esusu Appoints Albert Owusu-Asare As Chief Technology Officer to Lead Global IT Solutions and Product Innovation

Fintech News Desk
by Fintech News Desk13
Esusu, the financial technology platform helping individuals save money and build credit, announced that it has named Albert Owusu-Asare to serve as Chief Technology Officer (CTO). He will be responsible for leading Esusu’s integrated product, technology, and data security strategy to successfully deliver all platform capabilities to clients and partners.......
Patientco Achieves HFMA Peer Review Designation
Business Fintech News

Patientco Achieves HFMA Peer Review Designation

Fintech News Desk
by Fintech News Desk15
The Healthcare Financial Management Association (HFMA) recently reviewed Patientco’s billing and payment platform using the Peer Review process. After undergoing the rigorous review, Patientco’s platform has been awarded the “Peer Reviewed by HFMA” designation. Patientco empowers large health systems, across more than 2,000 locations, deliver superior financial care for patients. With Patientco,......
Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab
Banking Capital Markets Fintech News

Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab

Fintech News Desk
by Fintech News Desk7
Bill Moretti, an industry leader at the intersection of structured finance, financial technology, and portfolio management, has joined RiskSpan as a Senior Managing Director and head of its SmartLink innovation lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an......
Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner
Banking Capital Markets News

Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner

Fintech News Desk
by Fintech News Desk0
Founded by Former Chief Investment Officer of New York Life, John Kim, Brewer Lane Ventures Is a Fund Focused on Investing in Early-Stage Insurtech and Fintech Startups Brewer Lane Ventures, a new venture capital firm focused on investing in the insurtech and fintech industries, announced it has brought on Martha......
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