Search Results for: financial success

Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Spec Secures $15M Series A Funding, Accelerating Innovation in Fraud Defense
Finance Fintech News

Visa Announces Departure of Vice Chair, Chief Financial Officer Vasant Prabhu

Business Wire
by Business Wire0
Prabhu to remain at Visa through September 2023 to ensure a successful transition Visa announced that Vice Chair, Chief Financial Officer Vasant Prabhu will depart the Company on Sept. 30, 2023. Prabhu, who joined Visa as CFO in 2015, will assist the Company with the search for and onboarding of......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
Comun Raises $4.5 Million to Promote Financial Inclusion with Latino-First Approach to Banking
Banking Finance News

Comun Raises $4.5 Million to Promote Financial Inclusion with Latino-First Approach to Banking

Fintech News Desk
by Fintech News Desk0
Latino-founded neobank wants Spanish-speakers in the U.S. to feel more financial service love Comun, a Latino-founded neobank that provides modern banking solutions for Latino families, announced it closed a $4.5M seed round led by Costanoa Ventures with participation from South Park Commons and FJ Labs. The company plans to use......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors
Digital Asset Management News

HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors

Fintech News Desk
by Fintech News Desk0
Launch of large-cap offering provides efficient, simplified access to the crypto ecosystem HeightZero, a cutting-edge turnkey digital asset management platform (TDAMP), announced the availability of the CoinDesk Large Cap Select Index (DLCS) within their offering. The DLCS index will allow investment advisors, an industry with over $128T in managed assets......
Brankas Selected by Arab Financial Services to Strengthen the Open Finance Infrastructure in MENA
Digital Payments News

Brankas Selected by Arab Financial Services to Strengthen the Open Finance Infrastructure in MENA

Fintech News Desk
by Fintech News Desk0
Brankas, a Singapore-based fintech, announced that it has been appointed by Arab Financial Services (AFS), the leading digital payment solutions provider and fintech enabler in the Middle East and Africa, to provide new and improved open finance infrastructure in the region. Brankas is a leading open finance technology company with an established network......
VSS Capital Partners Completes Successful Exit from GreenSlate
Investment Services News

VSS Capital Partners Completes Successful Exit from GreenSlate

Fintech News Desk
by Fintech News Desk0
GreenSlate’s Technology and Innovative Approach will continue to Transform Accounting, Payroll, Benefits and Tax Management for Entertainment Industry VSS Capital Partners, a private investment firm that targets the healthcare, education, and tech-enabled business services industries, announced that it has realized its investment in GreenSlate Holdings, LLC, a leading cloud-based provider......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
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