Search Results for: financial broker platform
DecisionLogic Surpasses 50 Million Consumer Mark
San Diego Company Leads FinTech Industry with Real Time Electronic Transactional Data as Superior Alternative to FICO Score DecisionLogic, a FinTech pioneer in advanced bank verification solutions, announced it has surpassed 50 million consumers serviced through its state-of-the-art Software-as-a-Service platform. San Diego-based DecisionLogic’s technology enables lenders to instantly qualify potential......
Transcend Raises $10 Million to Meet Surge in Demand for Optimization of Collateralized Businesses
Transcend, a leader in business optimization for financial firms, has closed its Series A financing, limiting the raise to $10 million after over-subscription by potential investors. The financing round was led by fintech venture capital firm, Nyca Partners with support from a major global custodian bank. Proceeds will be used......
James Donahue Joins BankMobile as Chief Digital Officer
Technology Innovator to Oversee Leading Mobile-First Bank’s Digital Initiatives BankMobile, a division of Customers Bank, and among America’s largest mobile-first banks, has named James Donahue Chief Digital Officer. In his new role, Donahue will oversee all of BankMobile’s technology optimization strategies and digital initiatives. Read More: American Express Elects Charles......
TORA Launches New Generation Portfolio Management System
TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). TORA, the provider of industry leading trading technology, has today announced the launch of their new Portfolio Management System (PMS). The revitalized system is fully integrated with their OEMS platform......
National Life Group Simplifies Research and Quoting Process for Life Insurance Agents with iPipeline’s iSolve
National Life Group Removes the Complexity from Illustrating and Solving Client Needs for Permanent Insurance in the COVID-19 Environment iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry – today announced National Life Group, a leading provider of life insurance......
INX to Acquire Openfinance Securities, LLC
The Acquisition Doubles INX/Openfinance Registered User Base to Nearly 10K INX Limited, the global blockchain-based platform for trading digital assets, announced it has signed a term-sheet for the acquisition of Openfinance Securities LLC, a registered U.S. broker-dealer operating a registered FINRA/SIPC member, with an alternative trading system (ATS) (“Openfinance”). Subject......
Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo
The new integration will add Finmo’s fully digital mortgage experience to Lendesk’s powerful broker resources Lendesk Technologies, the premier FinTech provider for Canada’s mortgage industry professionals, today announced its acquisition of Finmo Financial Technologies – the fastest growing mortgage origination platform in Canada. Read More: United Federal Credit Union Chooses Finn AI to Deliver Conversational......
LPL Acquires Fintech Firm Blaze Portfolio
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,......
DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy
DriveWealth, LLC, a U.S.-based leader in global digital trading technology, today announced a $56.7 million Series C round to strengthen its current technology stack, make strategic acquisitions, and grow the organization to scale its business. Read More: i2c Taps Miguel Olvera to Drive Mexican Growth The round was led by......