Search Results for: financial goals

William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Fintech Fintech Funding News

AppFolio Announces Sale of MyCase to Funds Advised by Apax Partners

Fintech News Desk
AppFolio, Inc. (NASDAQ: APPF) (“AppFolio” or the “Company”), a leading provider of cloud-based business software solutions, services and data analytics, today announced that it has entered into a definitive agreement to sell 100% of the equity interest of its wholly-owned subsidiary, MyCase, Inc., which provides legal practice and case management......
Fintech Investment Services News

Rev.io Announces Significant Growth Equity Investment from Primus Capital

Fintech News Desk
Recapitalization will support Rev.io’s ambitious growth goals for its market-leading billing and customer management platform serving communications and technology providers. Rev.io today announced a significant growth equity investment by Primus Capital (“Primus”). Rev.io offers a sophisticated billing, back-office and payments SaaS platform to communications, Internet of Things (“IoT”), and other managed service and......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Cryptocurrency Fintech News

Redd Announces New Vision, Rebrand as a Source of Global Change for Good

Fintech News Desk
Formerly Known as “Reddcoin”, the Social Currency Platform is Broadening its Scope to Become a Movement for Positive Social Impact Redd, in keeping with the spirit of the UN’s International Day of Charity,  is proud to announce its rebrand from a platform with a longstanding niche in digital payments into a......
Fintech News

New Silver Announces Reintroduction Of 30 Year Fixed Rent Program

Fintech News Desk
The data-driven loan originator has newly-updated loan products available to borrowers New Silver (https://newsilver.com/), the hard money lender behind the free FlipScout property-finding tool, has recently announced that their 30 Year Rent loan program is now available with updated terms and conditions. Created for stabilized properties, this loan product has......
Jiko Acquires Mid-Central National Bank to Deploy Its Innovative Money Platform
Fintech Mobile Banking News

Jiko Acquires Mid-Central National Bank to Deploy Its Innovative Money Platform

Fintech News Desk
Jiko Group, Inc., a new bank holding company building an innovative money platform, announced it has completed its acquisition of Mid-Central National Bank – formerly Mid-Central Federal Savings Bank – headquartered in Wadena, MN. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers The transaction, which was approved......
Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington
Fintech News

Truist’s First Corporate Social Responsibility Report Highlights Significant Merger, Diversity Commitments

Fintech News Desk
Truist Financial Corporation (NYSE: TFC) today released its first Corporate Social Responsibility (CSR) Report following the historic merger of equals between BB&T and SunTrust in December of last year. The report reveals the new company’s near and long-term approaches for its economic and environmental, social and governance (ESG) impact. Read......
Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account
Fintech News

Wealthfront Launches First Self-Driving Money™ Service

Fintech News Desk
Autopilot automates your savings plan so you can remove the stress of manually monitoring accounts and moving money Today, Wealthfront launched an exciting new service called Autopilot that automates a client’s savings plan so they no longer need to manually monitor accounts and move money around. This is a huge......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
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