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Fintech Investment Services News

True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners

Fintech News Desk
by Fintech News Desk0
Specialized fintech startup ramps up growth of its services for older adults, people with disabilities, and people recovering from addiction True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
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Jacques Bonneau Appointed President and Chief Executive Officer of PartnerRe

Fintech News Desk
by Fintech News Desk0
Highly experienced industry executive who joined the PartnerRe Board in February 2019 PartnerRe Ltd. (“PartnerRe”, “the Company” or “the Group”) announces the appointment of Jacques Bonneau as its President and Chief Executive Officer (CEO) effective today. Mr. Bonneau has been a member of the PartnerRe Board of Directors since February......
Fintech News

Laybuy Secures £80 Million Debt Facility from Victory Park Capital

Fintech News Desk
by Fintech News Desk0
Laybuy, a global leader in ‘Buy Now, Pay Later’ (BNPL) technology, announced today that it has secured a £80 million debt facility from Victory Park Capital (“VPC”), a leading global alternative investment firm. With plans for continued international expansion, the funding from VPC will fuel Laybuy’s growth in the UK. “In......
Fintech Mobile Banking News

CITCON Continues to Expand QR Payments Across North America with OPAY Acquisition

Fintech News Desk
by Fintech News Desk0
Expanded Payment Solutions and Customer Support to Help Merchants Drive Business CITCON, the leading mobile payment platform, is acquiring OPAY, Inc., a payment company based in Toronto, Ontario. OPAY offers a full range of mobile payment services including an in-store and online payment gateway to help Canadian merchants serve Asian......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting
Fintech Investment Services News

Unanet A/E Releases New Features to Help Architecture & Engineering Firms Drive Sales Efficiency, Accounting

Fintech News Desk
by Fintech News Desk0
Unanet A/E powered by Clearview, the flexible project-based ERP software purpose-built for the architecture and engineering (A/E) industries, released several new features that help A/E firms improve HR, Accounting, and Sales processes. Today’s release further demonstrates Unanet’s commitment to investing and enhancing Unanet A/E so customers can drive efficiency in......
UK Fintech Wiserfunding Enters India
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UK Fintech Wiserfunding Enters India

Fintech News Desk
by Fintech News Desk0
Z-Score founder launches new credit assessment to improve small business lending in Indian economy UK based fintech Wiserfunding announced its entry into India, launching its Artificial Intelligence (AI) backed cloud-based credit risk assessment tool targeted for small and medium enterprises (SMEs). Wiserfunding arrives at a time when SMEs across India......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
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Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World

Fintech News Desk
by Fintech News Desk0
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks Apex Clearing, the custody and clearing engine powering the future of wealth management, has released its......
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