Search Results for: financial wellness

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
Perform[cb] Announced as #1 Network for Consumer Financial Services by mThink
Finance News

Perform[cb] Announced as #1 Network for Consumer Financial Services by mThink

Fintech News Desk
Perform[cb], #1 CPA Network Worldwide, earns new title as Best Network for Consumer Financial Services by mThink’s vertical-specific Blue Book survey Perform[cb], voted #1 CPA Network overall for six years running, has just been named #1 Network for Consumer Financial Services in mThink‘s inaugural Blue Book survey of the financial services vertical.......
Intuit and Suh Family Foundation Launch National Financial Literacy Program for High School Students
Finance Fintech News

Intuit and Suh Family Foundation Launch National Financial Literacy Program for High School Students

Fintech News Desk
Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, together with the Suh Family Foundation, co-founded by Ndamukong and Katya Suh,  announced a partnership to bring financial literacy education to high school students in some of the nation’s largest school districts in Dallas, Los Angeles, and Oakland. “We are......
Brightside Accelerates Plans to Help Employers Provide Financial Care to Employees with $33M in Series B Funding
Finance Fintech Funding Fintech Startups News

Brightside Accelerates Plans to Help Employers Provide Financial Care to Employees with $33 Million in Series B Funding

Fintech News Desk
Led by Obvious Ventures, investment supports expansion of Brightside’s proprietary Financial Care model to employers and their employees’ families amidst record inflation and increased economic hardship Brightside, the leading financial care platform for employers, announced it has raised $33 million in Series B funding. The round was led by Obvious Ventures,......
Regions Bank Announces ATM Agreement with Community Development Financial Institutions
Banking Finance News

Regions Bank Announces ATM Agreement with Community Development Financial Institutions

Fintech News Desk
Customers of seven CDFIs in Regions’ footprint will gain access to the bank’s ATM network free of charge Regions Bank on Thursday announced a collaborative agreement with seven Community Development Financial Institutions (CDFIs) and Minority Depository Institutions (MDIs) to enable people who bank with those organizations to use Regions’ ATM network......
Atlanticus Launches Aspire Banking Platform, New Debit Product with Path to Credit for the Financially Underserved - Amended Link
Banking News

Atlanticus Launches Aspire Banking Platform, New Debit Product with Path to Credit for the Financially Underserved – Amended Link

Fintech News Desk
First-of-its-kind banking program to provide consumer credit card offer upon completion of defined list of banking activities in as little as 90 days Atlanticus Holdings Corporation, a financial technology company enabling bank, retail and healthcare partners to offer more inclusive financial services to millions of everyday Americans, announced the launch......
Pocketnest Partners with Community Financial Credit Union
Finance Fintech News

Pocketnest Partners with Community Financial Credit Union

Fintech News Desk
Fintech releases to 80k members across 13 Michigan branches Pocketnest, the female-founded financial wellness platform, announces its newest financial institution partner, Community Financial Credit Union (CFCU) of Michigan. “Community Financial’s purpose is to create joy and ignite Michinganders’ impossible dreams. Pocketnest aims to elevate our communities’ financial well-being by boosting their confidence in......
Questis Introduces, Communities: A Members-Only Financial Support Network
Finance News

Questis Introduces, Communities: A Members-Only Financial Support Network

Fintech News Desk
Questis takes the next step forward in financial wellness technology with the addition of a complimentary support network necessary for changing financial behaviors Today, financial empowerment company, Questis, announces the launch of Communities to their financial empowerment services. Questis Communities is a members-only, peer-support network that brings together people who......
Atomic and Aise Partner to Further Improve Financial Health for Employees
Fintech News

Atomic and Aise Partner to Further Improve Financial Health for Employees

Fintech News Desk
Atomic and Aise join hands to provide deeper financial insights and advantages to employees through employer-offered financial wellness benefits Atomic, the market-leading provider of payroll connectivity, is announcing its partnership with Aise, a B2B2C fintech financial wellness solution that markets to employers interested in offering their employees a pathway to......
WellnessLiving Secures US$66 Million Investment from McCarthy Capital and CIBC Innovation Banking to Accelerate Growth
Banking News

WellnessLiving Secures US$66 Million Investment from McCarthy Capital and CIBC Innovation Banking to Accelerate Growth

Fintech News Desk
WellnessLiving which provides a cloud-based business management software and integrated payments platform for fitness and wellness operators, announced that the Company has partnered with McCarthy Capital to accelerate its growth.  In addition to McCarthy Capital leading the $46 million minority investment, CIBC Innovation Banking has provided $20 million in growth financing, bringing the total......
1