Search Results for: financial management tools

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management
Investment Services News

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management

PR Newswire
by PR Newswire0
Appointment Further Positions Leading Investment Analytics Firm for Growth FinMason, a leading financial technology, investment data and analytics firm, has appointed business development executive Samantha Foerster, Global Head of Business Development and Relationship Management to build on FinMason’s significant recent growth. Foerster is responsible for deepening relationships with existing clients, building......
Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management
Finance News

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management

PR Newswire
by PR Newswire0
Vlorish, an innovative financial technology startup, officially launches its new freelancer finance platform aimed at disrupting traditional bookkeeping, budgeting and credit scoring models for the freelance market. The first-of-its-kind web platform offers freelancers, solopreneurs, independent contractors, and employees with side hustles a way to manage their personal and business finances......
Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the U.S.
Finance Investment Services News

Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the US

PR Newswire
by PR Newswire0
Enhanced tier empowers people to manage their money through all of life’s stages with addition of a debit card and financial education app for kids, free life insurance, a complimentary will and more Marking Financial Planning Month in October, Acorns, a savings and investing app, announced a new Premium Tier focused......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
Payitoff Launches the Bank Deposit Impact Estimator to Assist Financial Institutions in Managing the Student Loan
Fintech News

Payitoff Launches the Bank Deposit Impact Estimator to Assist Financial Institutions in Managing the Student Loan

GlobeNewswire
by GlobeNewswire0
Empowers Banks to Mitigate Deposit Exodus and Enhance Customer Savings Amidst Federal Student Loan Payments Start Payitoff, a leading provider of consumer debt guidance tools for financial institutions, fintech, and financial wellness providers, launched its Bank Deposit Impact Estimator tool from the floor of FinovateFall 2023. As federal student loan payments are......
Build Asset Management Debuts Bitcoin-Backed Private Credit Fund in Partnership with Unchained
Fintech News Risk Management

Build Asset Management Debuts Bitcoin-Backed Private Credit Fund in Partnership with Unchained

Business Wire
by Business Wire0
 Accredited investors and institutions can now access a new private credit solution that holds short-duration, senior secured, over-collateralized consumer and business loans providing potentially attractive yield Build Asset Management, an investment manager focused on income and risk mitigation in public and private credit markets, announces the launch of the Build Secured......
Financial Insecurity Begins to Affect Credit Card Customers in Canada, JD Power Finds
Finance Fintech News

Financial Insecurity Begins to Affect Credit Card Customers in Canada, J.D. Power Finds

Business Wire
by Business Wire0
One-Third of Credit Card Customers Carry Revolving Debt With Canada credit cardholders’ average balance now totaling $2,121 and a majority (52%) of them classified as financially unhealthy, financial stress has become a critical component of the credit card customer experience. According to the J.D. Power 2023 Canada Credit Card Satisfaction......
Apiture Introduces Family Banking from Greenlight to Help Financial Institutions Support Financial Literacy
Banking News

Apiture Introduces Family Banking from Greenlight to Help Financial Institutions Support Financial Literacy

Fintech News Desk
by Fintech News Desk0
Apiture becomes first digital banking provider to offer Greenlight’s award-winning family finance app to its 300+ financial institution clients as a Greenlight for Banks partner Apiture, a leading provider of digital banking solutions, announced the introduction of family banking through a partnership with Greenlight Financial Technology, Inc., the fintech company on......
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