Search Results for: financial broker platform

SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
Lightspeed-Announces-the-Launch-of-Its-New-API-Trading-Solution,-Lightspeed-Connect.
Finance Fintech News Trading

Lightspeed Announces the Launch of Its New API Trading Solution, Lightspeed Connect.

Business Wire
by Business Wire0
Lightspeed Financial Services Group LLC, a premiere broker for active and professional traders, announced the launch of its new API trading solution today, Lightspeed Connect. Lightspeed Connect allows retail and professional clients the opportunity to automate trading strategies with a quick and easy API set-up with basic coding knowledge. The product provides......
TradePulse Technologies and Cobra Trading Partner to Elevate Active Trading with TradePulse Analytics
Fintech News Trading

TradePulse Technologies and Cobra Trading Partner to Elevate Active Trading with TradePulse Analytics

PR Newswire
by PR Newswire0
TradePulse Technologies and Cobra Trading proudly announced their strategic partnership aimed at improving active trading decisions with impactful order flow analytics. The collaboration showcases TradePulse’s cutting-edge platform, with Cobra Trading’s renowned trading execution and exceptional services for traders. By blending TradePulse’s innovative technology with Cobra Trading’s expertise, customers can expect......
Seekapa Makes A Debut In The Trading World
Fintech News Trading

Seekapa Makes A Debut In The Trading World

PR Newswire
by PR Newswire0
Seekapa, a revolutionary new trading platform, is set to redefine the way individuals approach the global financial market. With a focus on accessibility, diversity, and user experience, the broker empowers traders to navigate the complex landscape of trading confidently. At the heart of the platform lies a vast array of......
Databento Closes $10 Million in Additional Funding to Drive Global Expansion
Finance Fintech News

Databento Closes $10 Million in Additional Funding to Drive Global Expansion

PR Newswire
by PR Newswire0
Databento, one of the fastest-growing companies in the financial data industry, today announced the successful close of $10 million in additional funding, increasing its total Series A round to $30 million. This caps off an extraordinary year that saw a 985% surge in revenue and over 7,000 new customers. The round features follow-on......
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
Cloud Digital Asset Management Finance Fintech News

FusionIQ Launches Industry’s First Digital Wealth Management Solution for Wallet Companies

PR Newswire
by PR Newswire0
New solution expands FusionIQ’s portfolio of easy-to-implement products, bridging the gap between payments and wealth management. FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of FIQ Wallet, the industry’s first digital wealth management platform designed specifically for digital wallet companies. This groundbreaking solution......
Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing
Finance Fintech News

Total Expert and Polly Partnership Delivers Exclusive Combination of Automated Customer Journeys and Hyper Personalized, Real-Time Loan Pricing

Business Wire
by Business Wire0
The evolving partnership amplifies the capabilities of two unique technology pioneers that are fueling growth across the mortgage industry Total Expert, the FinServ leader in customer engagement software, today announced an expanded partnership with Polly and its leading mortgage capital markets platform. The enhanced partnership pairs Total Expert’s best-in-class journey......
Tavant Launches LO.ai: AI-Powered Product to Empower Loan Officers and Borrowers
Artificial Intelligence Finance Fintech News

Tavant Launches LO.ai: AI-Powered Product to Empower Loan Officers and Borrowers

Business Wire
by Business Wire0
Unveiled at MBA’s Annual Convention & Expo 2024, LO.ai boosts loan pull-through rates, reduces loan manufacturing costs, and automates loan officer training Tavant, a Silicon Valley-based provider of AI-powered digital lending technologies, announced today the availability of a new product, LO.ai, that augments its widely-adopted AI-powered digital lending platform, Tavant’s......
Reflexivity Raises $30 Million in Series B Funding
Artificial Intelligence Investment Services News

Reflexivity Raises $30 Million in Series B Funding

GlobeNewswire
by GlobeNewswire0
Reflexivity (formerly Toggle AI), a leading provider of innovative artificial intelligence solutions for the investment industry, has announced a $30M Series B fundraising round led by Greycroft and Interactive Brokers. Additional participation included renowned hedge fund fund managers, Stanley Druckenmiller and Greg Coffey, as well as General Catalyst and SoftBank LatAm.......
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