Search Results for: financial success

Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
by Fintech News Desk0
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
The London Metal Exchange Selects Itiviti for Automated Client Onboarding as Part of Trading Infrastructure Overhaul
Fintech News Trading

Itiviti’s Tbricks Automated Trading Solution Recognized as Best Trading Solution for Listed Securities (Equities/Derivatives)

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider to financial institutions worldwide, announced the Tbricks automated trading solution has won “Best Trading Solution for Listed Securities (Equities/Derivatives)” at the prestigious TradingTech Insight USA Awards. The awards recognize excellence in trading solutions and services for capital markets and focus on vendors and consultancies......
AllocateRite Announces Hiring of New Director of Sales
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AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
by Fintech News Desk0
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
Eastern and Southern African Trade and Development Bank Streamlines Key Business Processes With Newgen
Banking Fintech News

Eastern and Southern African Trade and Development Bank Streamlines Key Business Processes With Newgen

Fintech News Desk
by Fintech News Desk0
 Newgen Software, a global provider of low code digital automation platform, announced that Eastern and Southern African Trade and Development Bank (TDB), is going live with its electronic document and records management system (EDRMS) product suite for automating and streamlining their key business processes and achieving the goal of a......
AllocateRite Announces Hiring of New President and Chief Executive Officer
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AllocateRite Announces Hiring of New President and Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce world class Internet pioneer and technology expert Ted Theocheung has joined AllocateRite as President and Chief Executive Officer to lead our innovative FinTech......
PEF Services Releases White Paper On Investor Transparency As A Differentiator
Fintech Investment Services News

PEF Services Releases White Paper On Investor Transparency As A Differentiator

Fintech News Desk
by Fintech News Desk0
PEF Services, a leading fund administrator for Alternative Investment Managers, announced the release of a new white paper entitled “Investor Transparency as a Differentiator.”  The report considers how General Partners (GPs) can win the trust of their Limited Partners (LPs) during the downturn and position themselves advantageously for the influx......
IDEMIA Appoints Pierre Barrial as President & Chief Executive Officer of the Group
Fintech News

IDEMIA Appoints Pierre Barrial as President & Chief Executive Officer of the Group

Fintech News Desk
by Fintech News Desk0
The supervisory board of IDEMIA has appointed Pierre Barrial as the new President & CEO of the Group, replacing Yann Delabrière who resumes his previous role as Chairman of the Board. Matthew Cole, who has joined the Group, has taken on Pierre Barrial’s previous position as head of the Secure......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Fintech Investment Services News

WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement

Fintech News Desk
by Fintech News Desk0
WEX Inc. a leading financial technology service provider, announced it has agreed to a $400 million dollar investment from an affiliate of Warburg Pincus LLC (together with its affiliate, “Warburg Pincus”) which includes convertible notes in an aggregate principal amount of $310 million and $90 million in common stock through......
'Brand Genius' Sadira Furlow Joins the Happy Money Movement
Fintech News

Happy Money Appoints Fintech Pioneer Jason Altieri as General Counsel and Chief Compliance Officer as Demand for Digitally Native Fintech and Paying Down Consumer Debt Emerge as Key Trends

Fintech News Desk
by Fintech News Desk0
As America looks to heal from the economic upheaval driven by the COVID-19 pandemic, Happy Money is emerging to meet a growing demand for its financial tools and services that eliminate debt and improve happiness by Helping Borrowers Become Savers™.  As a part of its growth, the company has added fintech pioneer Jason......
Plan Participants Give OneAmerica High Marks in J.D. Power Study
Fintech Investment Services News

Plan Participants Give OneAmerica High Marks in J.D. Power Study

Fintech News Desk
by Fintech News Desk0
Company ranks third in 2020 U.S. Retirement Plan Participant Satisfaction Study, medium plan segment A relationship-oriented provider of impactful retirement plan solutions, OneAmerica acknowledged its third-place ranking in the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, in the medium plan segment. The study, which was based on responses......
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