Search Results for: investment advisor
FinMason Expands Sales Team
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
Facio Forecasts Coronavirus to Wipe $4 Trillion of Insurance Market C
Claims payout is a problem, research said, but the problem is rooted in on-premises infrastructures and human-dependent operation. As enterprise employees stay at home and customer service is limited, Facio now offers the solution Facio on Thursday became one of the first companies to release research on how the coronavirus is......
Holt Accelerator – Seeking the World’s Best Early Stage Fintechs to Join Cohort 3.0
Holt Fintech Accelerator is currently receiving applications for their 2020 cohort – version 3.0. This will be the third cohort following active investments in 18 top fintechs, enabling 30+ deals for their startups (ie. half with financial institutions as customers / partners, half with institutional investors), resulting in companies raising an......
Zweispace and Linance Partner in Creating Value Oriented Token Marketplace in the Next Generation Exchange in APAC
Zweispace and Linance have agreed to collaborate in the development of value oriented token marketplace. Using Zweispace’s tokenization platform and BitcoinSV blockchain for the next generation exchange, Linance is launching from Australia. Zweispace, a blockchain powered X-Tech company, located in Tokyo, Silicon Valley, and Singapore, holding multiple patents around blockchain, started to......
LiquidityBook Adds Duet Group to Client Roster
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Bankers Confident about Future but Signal Fintech Fear
New Payment/Money Transfer Platforms Viewed by Many as a Serious Threat to Sector’s Overall Profitability. Banking leaders are increasingly confident about their future. Promontory Interfinancial Network’s proprietary Bank Confidence Index reached its highest point since it debuted five years ago, according to its fourth quarter Bank Executive Business Outlook survey released......
USA Technologies Announces Leadership Team and Slate of Directors Standing for Election at Annual Meeting
Donald W. Layden, Jr., Named Chief Executive Officer and Michael Wasserfuhr Named Chief Financial Officer Kelly Kay and Sunil Sabharwal to Join USAT Board as Independent Directors Sunil Sabharwal to serve as Non-Executive Chairman Three Current Directors Resign from Board Company Announces Slate of Ten Director Nominees to Stand for Election at 2020......
AssetMark Closes on the Acquisition of OBS Financial
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
ArcBlock Launches Decentralized Identity Campaign Showcasing Real-World Blockchain Use Cases
ArcBlock launches new “I DID IT” initiative focused on real-world blockchain applications and interactive training for developers, businesses and users to experience decentralized identity first hand and learn about the benefits of blockchain technology. ArcBlock, a leading blockchain development platform, and decentralized identity provider has launched its new “I DID IT”......