Search Results for: financial investment

Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits
Fintech Investments News

Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits

Fintech News Desk
by Fintech News Desk0
Twain Financial Partners is bringing both debt financing and Investment Tax Credit (ITC) equity to solar energy projects across the country. This move positions Twain as a one-stop shop for solar installers looking for installation financing, debt and tax equity. Twain makes equity investments in solar projects that qualify for......
Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals
Digital Asset Management Fintech News

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

Fintech News Desk
by Fintech News Desk0
SIMON’s centralized platform for wealth managers gears up to launch digital assets portal designed to meet the industry’s evolving education and access needs SIMON Markets LLC (SIMON), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, announced a new partnership with NYDIG—a leading......
Hywin Holdings Names Former Citigroup Investment Banker as CFO
Banking Investments News

Hywin Holdings Names Former Citigroup Investment Banker as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Appointment further bolsters Hywin’s commitment to international standards of corporate governance and shareholder value following successful IPO and listing on NASDAQ Hywin Holdings Ltd., a leading wealth management service provider in China, announced its Board of Directors has approved the appointment of Mr. Wai Lok (Lawrence) to the position of......
CNL Financial Group Partners With Icapital Network® to Enhance Access to Alternative Investments
Fintech News

CNL Financial Group Partners With Icapital Network® to Enhance Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, have formed a partnership in which iCapital will provide investment diligence and a customized technology platform to support......
Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution
Finance Fintech News Risk Management

Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution

Fintech News Desk
by Fintech News Desk0
Lincoln Defined Outcome Funds available with Lincoln Investor Advantage Pro® variable annuity offers investors agility, through a flexible solution that helps address the tax impact on retirement accounts Lincoln Financial Group is expanding its broad portfolio of annuities with the launch of Lincoln Investor Advantage Pro® variable annuity featuring Lincoln Defined Outcome Funds.......
Woodforest Financial Group, Inc. Makes Strategic Investment in MOCA Financial
Digital Payments Fintech News

Woodforest Financial Group, Inc. Makes Strategic Investment in MOCA Financial

Fintech News Desk
by Fintech News Desk0
The funds will allow MOCA to expand its Digital-First Next-Generation Card-Based Payment Platform’s footprint domestically, in The Caribbean, and in Latin America MOCA, a digital-first next-generation card-based payment platform provider, announced a strategic investment from Woodforest Financial Group, Inc. and an affiliated entity. Proceeds from the $3,000,000 Series B investment will......
Salesforce Expands Its Financial Services Offerings for Corporate and Investment Banking
Banking Featured Fintech Investments News

Salesforce Expands Its Financial Services Offerings for Corporate and Investment Banking

Fintech News Desk
by Fintech News Desk0
Tailored technology integrated into Financial Services Cloud enables the industry’s transition to digital-first, helping deals get done from anywhere Provides bankers with stronger productivity, collaboration and compliance capabilities AI-based research tool allows bankers to uncover key client and prospect relationships  Salesforce, the global leader in CRM, announced Corporate and Investment......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
Alto Announces CryptoIRA Surpasses 100 Coins and Tokens
Digital Finance News

Eaglebrook Partners with AltoIRA, Enabling Seamless Investment in Bitcoin from Retirement Accounts for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
As Demand for Bitcoin Exposure Accelerates, RIAs can Now Allocate Client Assets in Any Type of Individual Retirement Account Through Eaglebrook Advisors’ SMA Platform Eaglebrook Advisors (Eaglebrook) has partnered with Alto Solutions, Inc. (AltoIRA) to give independent financial advisors the ability to seamlessly invest in bitcoin and other digital assets......
Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm
Investments News

Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies announced that last month when it’s subsidiary Forta Financial signed an Agreement and Plan of Merger with Vestus Group and it’s affiliate NCW in California, that the same month the Monterey Herald recognized Vestus Group as the Best Investment Firm for the year. The Monterey Herald presented their Readers’......
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