Search Results for: financial broker platform

Kasheesh, First Platform to Split Online Payments Across Multiple Credit & Debit Cards, Launches
Digital Payments News

Kasheesh, First Platform to Split Online Payments Across Multiple Credit & Debit Cards, Launches

Fintech News Desk
by Fintech News Desk0
Free digital platform allows anyone to split payment for online purchases across multiple credit, debit and gift cards, in any way they want, reducing interest rate burden Kasheesh, a first-to-market digital payment platform, allows anyone to split payment for online purchases across multiple combinations of debit and credit cards in......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
Insurance Platform Provider INSTANDA raises $45 million to fund its next phase of growth
InsurTech News

Insurance Platform Provider INSTANDA raises $45 million to Fund its next Phase of Growth

Fintech News Desk
by Fintech News Desk0
Latest funding round will support global expansion and acceleration of next generation platform capabilities INSTANDA, the no-code core insurance platform provider has announced the close of its latest $45million fundraising led by Toscafund, one of Europe’s leading Growth Equity investment firms for financial services companies, with the participation of existing......
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Investments News

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

Fintech News Desk
by Fintech News Desk0
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced that Mick Manning has joined the company as managing director, head of capital markets to facilitate the strategic addition of a new broker-dealer enterprise to support the distribution effort for the company’s real estate and 1031 exchange platforms. Latest......
Policy Powerhouse Launches the Fastest Holiday Let Insurance Quote Platform
InsurTech News Technology

Policy Powerhouse Launches the Fastest Holiday Let Insurance Quote Platform

Fintech News Desk
by Fintech News Desk0
Policy Powerhouse, a new digital broker, has launched the fastest quote platform in the UK for holiday let insurance. Designed and built for busy holiday let business owners, it offers them the ability to get a quote for, and purchase, holiday let buildings and contents insurance in under 5 minutes.......
Dinosaur Financial Group Appoints Mitchell Harris Chief Operating Officer
Finance News

Dinosaur Financial Group Appoints Mitchell Harris Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Dinosaur Financial Group a New York-based institutional brokerage firm, announced that Mitchell Harris, an accomplished Wall Street executive, has been appointed Chief Operating Officer (COO), a new position within Dinosaur. Following his distinguished thirty-year career reflecting leadership roles at JP Morgan Chase, Prudential Securities and Deutsche Bank, Mitchell Harris will focus on......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
Zywave Acquires Strategic Insurance Software (SIS), Strengthens Position as an Innovative Leader in the Digital Insurance Agency Platform Space
Investments News

Zywave Acquires Strategic Insurance Software (SIS), Strengthens Position as an Innovative Leader in the Digital Insurance Agency Platform Space

Fintech News Desk
by Fintech News Desk0
The addition of SIS rounds out Zywave’s portfolio of agency management system solutions for employee benefits, commercial, and personal lines Insurtech leader Zywave, backed by Clearlake Capital Group L.P. and Aurora Capital, announced the acquisition of Columbus, OH-based Strategic Insurance Software (SIS), a provider of web-based agency management systems (AMS)......
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