Search Results for: financial investments

Sovos and Unbound Tech Partner for Seamless Security and Tax Compliance of Digital Asset Transactions
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Sovos and Unbound Tech Partner for Seamless Security and Tax Compliance of Digital Asset Transactions

Fintech News Desk
by Fintech News Desk0
Joint Solution Enables Maximum Compliance for Financial Services to Add Digital Assets and Cryptocurrencies to their Service Offerings Sovos and Unbound Tech announced a partnership to enable institutions trading or holding digital assets and cryptocurrency an advanced platform to secure their digital asset transactions that also ensures compliant tax reporting of cryptocurrency......
Pipe Raises $60 Million to Accelerate SaaS Subscription Financing Platform
Fintech News

Pipe Raises $60 Million to Accelerate SaaS Subscription Financing Platform

Fintech News Desk
by Fintech News Desk0
Pipe Technologies, Inc. announced it raised $60 million in equity and asset financing as an extension to its Seed round to support the growth of its pioneering SaaS financing platform. Pipe’s subscription financing platform transforms the fundamental economics of the global SaaS industry by enabling SaaS companies to obtain instant liquidity......
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The Changing Role and Responsibilities of the CFO, during a Time of Crisis

Paroma Sen
by Paroma Sen0
These pandemic times are resulting in a shift not only in how teams collaborate and how the global workforce is going to plan the Future of Work, it is creating a transformation within various roles. Sales leaders and salespeople need to imbibe certain traits and skills to keep revenue coming......
Scout RFP and Suplari Partner to Drive Visibility and Improve Collaboration for Procurement & Finance Teams
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Scout RFP and Suplari Partner to Drive Visibility and Improve Collaboration for Procurement & Finance Teams

Fintech News Desk
by Fintech News Desk0
Delivering Comprehensive Data-Driven Decision Making for Strategic Sourcing Scout RFP, a Workday company and leading cloud-based platform for strategic sourcing and supplier engagement, announced a new integration with Suplari, the AI-driven analytics and insights platform for procurement. With this partnership, joint customers will have the ability to integrate Suplari’s spend visibility and......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Vested Finance’s AUM Jumps 10-Fold in Nine Months
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Vested Finance’s AUM Jumps 10-Fold in Nine Months

Fintech News Desk
by Fintech News Desk0
Vested Finance, an online investment platform that enables Indian investors to invest in the US stock market saw total investments in the US markets from India grew 20% month-on-month in May 2020. The platform registered 30% growth in the number of people who have transferred USD into their accounts for......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
by Fintech News Desk0
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
Steward Partners Welcomes New Advisory Team in New York
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Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
K1 Completes Sale of FMG Suite to Aurora
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K1 Completes Sale of FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit during the coronavirus pandemic K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced that it has completed its sale of FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners (“Aurora”).......
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