Search Results for: fintech firm

Adit Ventures Announces Attendance at Context Summit Miami 1/27-1/31
Capital Markets Fintech News

Adit Ventures Announces Attendance at Context Summit Miami 1/27-1/31

Fintech News Desk
by Fintech News Desk0
Adit Ventures, a leading late stage venture capital investment firm, is proud to be attending Context Miami Summit. Co-Founders Dan McCooey and Eric Munson will be in attendance January 27 – January 31 at the Fontainebleau Hotel in Miami Beach, Florida presenting to dozens of institutional and individual allocators from the United States and around the globe. Adit is also......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
AudienceX Announces Major Funding to Drive Growth
News Trading

AudienceX Announces Major Funding to Drive Growth

Fintech News Desk
by Fintech News Desk0
Decathlon Capital Partners Makes Multi-Million Dollar Investment in Big Data Marketing Firm AudienceX, the largest independent trading desk for digital marketing, announces a multi-million dollar investment from Decathlon Capital Partners to take the company to its next stage. The new funding will fuel sales and marketing efforts, geographical expansion, and......
LiquidityBook Adds to EMEA Client Service Team with Two New Hires
Banking Fintech News

LiquidityBook Adds to EMEA Client Service Team with Two New Hires

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced two new London-based hires for its EMEA Client Service Team: James Pearson and Abdullah Al Nasiri. Pearson will serve as a Technical Implementation Analyst, while Al Nasiri will serve as a Client Services Analyst. Both Pearson and......
OCC Promotes Carla Dawson to Chief Human Resources Officer
Investment Services News Trading

OCC Promotes Carla Dawson to Chief Human Resources Officer

Fintech News Desk
by Fintech News Desk0
OCC, one of the world’s largest equity derivatives clearing organization, announced that Carla Dawson, previously First Vice President, Talent Management, has been promoted to Senior Vice President and Chief Human Resources Officer. She reports to CEO John Davidson. Dawson previously was responsible for partnering with leaders across OCC to develop......
Greenspring Associates Raises $800 Million for Fourth Secondaries Fund
Banking Fintech News

Greenspring Associates Raises $800 Million for Fourth Secondaries Fund

Fintech News Desk
by Fintech News Desk0
Greenspring Associates, a venture capital investment platform with over $10 billion in assets under management, announced that it has raised $800 million for Greenspring Secondaries Fund IV, L.P. (“GSF IV”), the firm’s fourth secondary venture capital fund. The oversubscribed fund had strong participation from existing investors, as well as select......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
Banking Fintech News Trading

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Fintech News Trading

smartTrade Announces Strong Growth for 2019 Which Is Set to Continue In 2020

Fintech News Desk
by Fintech News Desk0
smartTrade, a global leader in multi-asset electronic trading solutions, announces that the company has gone through significant growth in 2019. Multiple initiatives such as geographical and market segment expansion have contributed to these excellent results. New markets penetration and market shares increase: smartTrade continues to develop its footprint in Australia, Japan,......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

Receivables and Treasury SaaS Leader HighRadius Achieves Unicorn Status with $125 Million Series B Investment

Fintech News Desk
by Fintech News Desk0
ICOINQ Capital Leads Funding Round; Backs Highradius as Market-Leader in the Next Big Fintech Category for the Office of the CFO HighRadius, the leader in Artificial Intelligence-powered Order-to-Cash and Treasury Management software, has raised $125 million in a Series B growth funding round led by ICONIQ Capital, with participation from existing......
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