Search Results for: financial

Trua Launches TruaBroker to Transform Compliance for Financial Institutions
Cloud Finance Fintech News

Trua Launches TruaBroker to Transform Compliance for Financial Institutions

PR Newswire
by PR Newswire0
Trua’s AI-powered TruaBroker platform slashes risk, automates oversight and keeps brokers and advisors continuously audit-ready—with no IT required Trua, a pioneer and leader in reusable, verified, digital trust credentials, today announced the launch of TruaBroker, a cloud-based platform designed to automate regulatory compliance for financial institutions, broker-dealers and Registered Investment......
PayToMe.co Receives Investment from Hatcher+, Expands Global AI Financial Platform for SMBs
Artificial Intelligence Fintech Investment Services News

PayToMe.co Receives Investment from Hatcher+, Expands Global AI Financial Platform for SMBs

EIN Presswire
by EIN Presswire0
Backed by Hatcher+ and Startupbootcamp, PayToMe.co scales its award-winning AI-powered Financial Operating System for SMBs and enterprises worldwide. PayToMe.co, the world’s first AI-powered Financial Operating System built for small and medium-sized businesses (SMBs), has secured strategic investment from global venture capital firm Hatcher+, followed by funding from Startupbootcamp, Europe’s top-ranked......
WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology
Fintech News

WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology

PR Newswire
by PR Newswire0
WealthFeed, the AI-powered Money-in-Motion platform for financial advisors, is proud to announce a strategic partnership with the Association of African American Financial Advisors Quad-A), a leading organization dedicated to advancing African American financial professionals. This partnership will provide Quad-A members with exclusive access to WealthFeed’s powerful prospecting and outreach platform, helping members......
Umbrella Achieves SOC 1 & SOC 2 Compliance, Reinforcing Commitment to Enterprise-Grade Cloud Financial Management
Compliance management Fintech News

Umbrella Achieves SOC 1 & SOC 2 Compliance, Reinforcing Commitment to Enterprise-Grade Cloud Financial Management

PR Newswire
by PR Newswire0
Umbrella, the all-in-one Cloud Financial Management (CFM) platform by Anodot, announced that it has successfully achieved both SOC 1 Type II and SOC 2 Type II compliance. These certifications, conducted by Ernst & Young (EY), reinforce Umbrella’s commitment to the highest standards of operational integrity, data security, and financial transparency for enterprise and MSP......
Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth
Finance Fintech Investments News

Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announced today that it has closed a $63 million Series C financing led by Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. Existing strategic investors including Bank of America, Morgan Stanley,......
Blue Onion Raises $10 Million Series A-Building The Financial Data Infrastructure Layer That CFOs Will Rely On To Power The Next Generation Of AI
Artificial Intelligence Finance Fintech Investments News

Blue Onion Raises $10 Million Series A-Building The Financial Data Infrastructure Layer That CFOs Will Rely On To Power The Next Generation Of AI

PR Newswire
by PR Newswire0
Led by Viola FinTech, Blue Onion will use this capital to broaden their reach to continue to deliver fully reconciled, transaction-level data that’s accurate, auditable, and ready for automation.  Blue Onion, the subledger trusted by leading retail and ecommerce brands like Supergoop!, BarkBox, and a.k.a brands today announces their $10M......
Zolve Appoints Former Kraken Exec John Trohan as Chief Financial and Administrative Officer
Banking Fintech News

Zolve Appoints Former Kraken Exec John Trohan as Chief Financial and Administrative Officer

PR Newswire
by PR Newswire0
Zolve, the cross-border neobank simplifying banking for global citizens, has appointed former Kraken Exec John Trohan as its new Chief Financial and Administrative Officer (CFAO). In this role, John will lead Zolve’s global financial strategy and administrative operations as the company enters its next phase of growth. Zolve offers a......
PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning
Artificial Intelligence Finance Fintech News

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning

PR Newswire
by PR Newswire0
Integration Empowers Advisors to Go From Discovery Conversation to Generating a Financial Plan through FinMate AI and PreciseFP PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising innovator in AI-assisted notetaking for financial advisors, today announced a new integration engagement that......
Tempo Appoints Jenny Decker as Chief Financial Officer
B2B Fintech News

Tempo Appoints Jenny Decker as Chief Financial Officer

Business Wire
by Business Wire0
Seasoned SaaS executive brings over 15+ years of experience to help fuel Tempo’s next phase of growth Tempo, the leading provider of modern strategic portfolio management solutions, announced the appointment of Jenny Decker as the company’s new Chief Financial Officer (CFO). In this role, Decker will lead the company’s global......
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