Search Results for: financial management

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Nelnet and EKI-Digital Partner to Deliver Premier Digital Transformation Management Services to Government and Financial Services Industry
Digital Fintech News

Nelnet and EKI-Digital Partner to Deliver Premier Digital Transformation Management Services to Government and Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Nelnet, a premier professional services company, and EKI-Digital, a quantitative digital transformation company, announced a partnership aimed to transform how the government and financial services industry manage their digital modernization and migration efforts. Headquartered in Lincoln, Neb., Nelnet is dedicated to delivering high-quality customer experiences and innovative technology solutions. Nelnet has......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry
Artificial Intelligence Banking Business Fintech InsurTech News

Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic. Zoe Financial today celebrates three years empowering consumers to find the best and most trustworthy financial advisors. Read More: GlobalFintechSeries Interview......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Hazelcast Releases Cloud-based Architecture For Financial Services Risk Management Applications
Cloud Fintech InsurTech Investment Services News Risk Management

Hazelcast Releases Cloud-based Architecture For Financial Services Risk Management Applications

Fintech News Desk
by Fintech News Desk0
Hazelcast Cloud Enterprise is now available on all major clouds, including Google Cloud Platform Hazelcast, the fast cloud application platform, is releasing a reference implementation that simplifies a financial service organization’s ability to execute and scale financial risk calculations in the cloud while gaining real-time performance and fully-utilizing the resource-heavy......
ClassWallet Expands its Financial Spending Management Platform into School Maintenance and Custodial Market with MaintenanceWallet
Business Fintech News

ClassWallet Expands its Financial Spending Management Platform into School Maintenance and Custodial Market with MaintenanceWallet

Fintech News Desk
by Fintech News Desk0
Enables K-12 Maintenance Crews and Custodians to Purchase Supplies While Providing School Operations Managers with Complete Oversight via a Streamlined and Paperless Tool Financial technology platform provider ClassWallet has expanded its popular classroom spending management platform to support the needs of K-12 school maintenance and custodial staff. Read More: 2021 Ushers In......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
Business Fintech News

Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

Fintech News Desk
by Fintech News Desk0
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......
LayerOne Financial Named "Best Post-trade Technology" By HFM Global
Business Fintech Investment Services News Risk Management

LayerOne Financial Named Two-Time 2020 “Best Risk Management Technology” By HFM Global

Fintech News Desk
by Fintech News Desk0
LayerOne Financial L.P., an independent, global provider of agile financial technology for the institutional investment management community, today announced it was once again named “Best Risk Management Technology” at the 2020 HFM US Services Awards. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the......
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