Search Results for: global investor

iFlip Launches Unprecedented Mobile AI Wealth Management Experience
Artificial Intelligence News Trading

iFlip Launches Unprecedented Mobile AI Wealth Management Experience

Fintech News Desk
iFlip, a leading algorithmic intelligence (AI) wealth manager, is proud to announce the launch of its stock trading app. The app will give retail investors unprecedented access to algorithmic investing portfolios with a transparent pricing structure. iFlip’s mobile app was created to level the playing field for individual investors.  Read......
CoinField Introduces Crypto Exchange Franchises in 15 Markets
Cryptocurrency News

CoinField Introduces Crypto Exchange Franchises in 15 Markets

Fintech News Desk
CoinField is launching a global franchise network for potential new partners to help drive the adoption of cryptocurrencies worldwide. With the new franchise model, CoinField will provide business partners with access to its fully regulated and licensed fiat-to-crypto exchange based in the EU. New business partners will have access to a fast......
Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards
Business Fintech News

Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards

Fintech News Desk
Outlier, the Leader in Automated Business Analysis Category, Is Growing 4x Year Over Year The adoption of AI-based and augmented analysis tools is on every business priority list in 2020. To maximize on the market opportunity, Outlier announced the close of its $22.1M Series B round of funding led by Emergence, with participation from......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Earnin Appoints Erbil Karaman as Head of Product
Banking Fintech News

Earnin Appoints Erbil Karaman as Head of Product

Fintech News Desk
Earnin, the leader in innovative solutions to the world’s toughest financial problems, announced the appointment of Erbil Karaman as Head of Product. Karaman, a veteran of Facebook and Lyft, will lead the future development of the company’s product roadmap, reporting to Earnin Founder and CEO Ram Palaniappan and working alongside recently......
FloQast Raises $40 Million to Accelerate Adoption of Close Management Software
Fintech Funding News

FloQast Raises $40 Million to Accelerate Adoption of Close Management Software

Fintech News Desk
Series C Round Led by Norwest Venture Partners Brings Total Raised to $93m FloQast, a provider of close management software created by accountants for accountants to close the books faster and more accurately, announced it has raised $40 million in Series C funding led by Norwest Venture Partners with participation......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
Horizon CEO Brian Collins to Speak at EmTech Investment Meeting 2020 in Davos During World Economic Forum
Investment Services News

Horizon CEO Brian Collins to Speak at EmTech Investment Meeting 2020 in Davos During World Economic Forum

Fintech News Desk
Horizon Globex US, LLC (Horizon), the Blockchain-as-a-Service solutions company, announced its CEO Brian Collins will be speaking at the Emerging Technologies Investment Meeting (EmTech Investment Meeting 2020), a forum for professional investors and traders who are interested in impact investments and emerging technologies. The event takes place January 20-22nd in......
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