Search Results for: financial broker platform

LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
Acrisure Expands Technology Platforms With Acquisition Of Appalachian Underwriters
Fintech News Technology

Acrisure Expands Technology Platforms With Acquisition Of Appalachian Underwriters

Fintech News Desk
by Fintech News Desk0
Acquisition of MGA Further Broadens Depth of Acrisure’s Data and AI Strategy Acrisure, a fast-growing fintech leader that operates a top-10 global insurance broker, today announced it acquired Appalachian Underwriters, a national Managing General Agency (MGA) and U.S. Administrator Claims, a Third-Party Administrator (TPA), in addition to affiliated entities. Latest......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Prop Trading Firm SurgeTrader Offers Traders Expanded Trading Capabilities With MetaTrader 5 Platform
Fintech News Trading

Prop Trading Firm SurgeTrader Offers Traders Expanded Trading Capabilities With MetaTrader 5 Platform

Fintech News Desk
by Fintech News Desk0
Florida-based proprietary trading firm SurgeTrader gives traders the power of choice and adds multi-asset platform MetaTrader 5 as an option for traders — providing market access to over 500 CFD equities and cryptocurrencies Proprietary trading firm SurgeTrader announced that it has added MetaTrader 5 (MT5) as an available trading platform, in addition......
Velocity Financial Acquires Majority Interest in Century Health & Housing Capital
Lending Mortgage News

Velocity Financial, Inc. Acquires Majority Interest in Century Health & Housing Capital

Fintech News Desk
by Fintech News Desk0
Velocity Financial, Inc., a leading provider of small balance investor loans, announced it has acquired a majority stake in Century Health & Housing Capital. “Velocity’s national footprint and operational capabilities will significantly expand our ability to grow customer relationships and origination volume.” Founded in 1992, Century is a licensed “Ginnie......
Inside Real Estate Secures Additional Financial Partner to Accelerate Growth
Finance News

Inside Real Estate Secures Additional Financial Partner to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Genstar Capital joins Lovell Minnick Partners, doubling down on growth and innovation, with investment into real estate tech leader, Inside Real Estate Inside Real Estate, one of the fastest-growing independently owned real estate software companies and a trusted technology partner to over 250,000 top agents, teams, and brokerages, announced that......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Home Loan Experts Chooses Dialpad to Power Operations and Deliver Financial Support to Australian Homeowners
Finance News

Home Loan Experts Chooses Dialpad to Power Operations and Deliver Financial Support to Australian Homeowners

Fintech News Desk
by Fintech News Desk0
Dialpad provides secure way for homeloanexperts.com.au to connect with customers Dialpad Inc., the industry leader in AI-powered communication and collaboration, announced leading specialist mortgage broker homeloanexperts.com.au has picked Dialpad as its communication provider of choice. Dialpad’s technology will play an integral role in helping www.homeloanexperts.com.au provide mortgage broking services to Australian homeowners. “We’re looking......
CompoSecure Partners with Oxygen
Cryptocurrency Digital Payments News

CompoSecure Partners with Oxygen, a Leading Digital Financial Platform

Fintech News Desk
by Fintech News Desk0
The new Oxygen Elements debit card offers four unique levels of rewards for consumers CompoSecure Holdings, L.L.C, a leading provider of premium financial payment cards and an emergent cryptocurrency storage and security solution provider, announced that it has partnered with Oxygen, a leading US neobank catering to the 21st century economy,......
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