Search Results for: financial success

Smart and Natixis Investment Managers Announce Strategic Investment to Deliver Leading Workplace Pension Solutions
Fintech Investment Services News

Smart and Natixis Investment Managers Announce Strategic Investment to Deliver Leading Workplace Pension Solutions

Fintech News Desk
by Fintech News Desk0
Smart has grown rapidly, helping tens of thousands of UK employers meet their auto enrolment obligations, as well as providing workplace savings technology solutions in Dubai and the Republic of Ireland. Natixis IM’s equity stake forms a part of Smart’s ongoing preferred investment round and will help position the fintech for rapid international......
Boom Commerce Completes Strategic Investment in POS Technology Leader Ovvi
Fintech Investment Services News Risk Management

Strategic Investment Advances Boom Commerce’s Strategy to Broaden Its Sponsor Bank Relationships and Support a Much Broader Range of Higher Risk/Non-Traditional and Higher Margin Merchants

Fintech News Desk
by Fintech News Desk0
Boom Commerce announced that it has completed a strategic investment in G.O.A.T. Payments (“GP”) located in Westlake Village, CA. GP brings decades of experience acquiring, underwriting and supporting higher risk, higher margin and non-traditional merchant categories that require white glove attention and support, even more so now in light of......
New AICPA Chair: Accountants’ Experience Needed Now More Than Ever
Fintech News

New AICPA Chair: Accountants’ Experience Needed Now More Than Ever

Fintech News Desk
by Fintech News Desk0
Accounting professionals have a crucial role to play in fostering prosperity, opportunity and trust during the current crisis, according to Tracey Golden, the new chair of the American Institute of CPAs (AICPA), the world’s largest member organization representing the CPA profession. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
Omnio the Global Banking and Payments Group Selects Lanware as Strategic Corporate IT Partner
Banking Fintech News

Omnio the Global Banking and Payments Group Selects Lanware as Strategic Corporate IT Partner

Fintech News Desk
by Fintech News Desk0
Rapid expansion following merger of Payment Cloud Technologies and Tuxedo Money Solutions to be supported by Finance Forward 365 and Microsoft Windows Virtual Desktop Lanware is to provide its Finance Forward 365 and Windows Virtual Desktop service to financial technology leader Omnio Group, who is developing a network of digital financial services products to......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Fintech News

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
BitOoda Announces First Bitcoin Transaction Fee Swap
Fintech News Risk Management

BitOoda Announces First Bitcoin Transaction Fee Swap

Fintech News Desk
by Fintech News Desk0
Growing Suite of Next-Generation Structured Products for Digital Assets BitOoda Holdings LLC and its subsidiary Ooda Commodities LLC (“BitOoda”) announced the successful execution of the industry’s first Bitcoin Transaction Fee Swap in partnership with Griid Infrastructure LLC and an undisclosed family office. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO......
Society of FSP and Chalice Network™ Join Forces
Fintech News

Society of FSP and Chalice Network™ Join Forces

Fintech News Desk
by Fintech News Desk0
The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand its member benefits with a new selection of tools to support the growth of their practice. The financial service professionals belonging to each organization gain powerful economies of scale and cost-saving operational efficiency through a single sign-on technology......
K1 Enters Agreement to Sell FMG Suite to Aurora
Capital Markets Fintech InsurTech Investment Services News

K1 Enters Agreement to Sell FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit since Safer-At-Home orders were put in place in March 2020 K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation......
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The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
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