Search Results for: investment solutions

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
Financial Institutions Struggle to Meet Customer Expectations in Fighting Authorized Transfer Scams, LexisNexis Risk Solutions Study Finds
Fintech News

Financial Institutions Struggle to Meet Customer Expectations in Fighting Authorized Transfer Scams, LexisNexis Risk Solutions Study Finds

PR Newswire
by PR Newswire0
Only 50% of organizations have confidence in their ability to stop scammers. Sixty-nine percent (69%) find it difficult to break a victim’s belief or trust in a scammer. Just four percent (4%) of FIs can alert customers to scams involving impersonation of financial services employees within 24 hours. LexisNexis Risk......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
Togetherwork to Accelerate Growth with Strategic Investment from Park Square Capital and Continued Support from GI Partners
Digital Payments Investment Services News

Togetherwork to Accelerate Growth with Strategic Investment from Park Square Capital and Continued Support from GI Partners

PR Newswire
by PR Newswire0
Park Square Capital joins GI Partners in backing leading integrated software and payments platform to fuel next chapter of growth Togetherwork, a leading provider of mission-critical, integrated software and payment solutions to groups and organizations, announced that Park Square Capital (“Park Square”) has made a significant minority investment in the company, joining GI Partners as investors. This investment will support Togetherwork......
Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners
Fintech News

Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners

EIN Presswire
by EIN Presswire0
Global growth equity firm partners with Celcoin to support its continued expansion and commitment to expanding financial access for Brazilian consumers Celcoin, a leading company in the Banking as a Service (BaaS) financial technology market, announced a US$125 million investment led by global growth equity investor Summit Partners. Summit has......
Numerated-Secures-Strategic-Investment-from-Citi-to-Enhance-Offering-of-AI-Driven-Financial-Analysis-for-Commercial-Lending
Fintech Investments News

Numerated Secures Strategic Investment from Citi to Enhance Offering of AI-Driven Financial Analysis for Commercial Lending

Business Wire
by Business Wire0
Numerated today announced a strategic investment from Citi. Citi will also engage Numerated to provide its financial spreading solution for the bank’s enterprise lending operations. Numerated is a modular commercial lending platform delivering highly efficient experiences to any or all parts of the credit process. Financial institutions face the challenge......
Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners
Investment Services News

Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners

Business Wire
by Business Wire0
Global growth equity firm partners with Celcoin to support its continued expansion and commitment to expanding financial access for Brazilian consumers Celcoin, a leading company in the Banking as a Service (BaaS) financial technology market, announced a US$125 million investment led by global growth equity investor Summit Partners. Summit has......
Mexican Fintech Unicorn Clip Announces US$100 Million Investment
Digital Payments Fintech Investments

Mexican Fintech Unicorn Clip Announces US$100 Million Investment

PR Newswire
by PR Newswire0
Clip, Mexico’s leading digital payments and commerce enablement platform, today announced that it has secured an investment round of US$100 million from investment funds managed by Morgan Stanley Tactical Value (“MSTV”) and from one of the largest, most experienced West-Coast mutual fund managers. The investment values Clip in line with the Series D round completed......
Finaloop Secures $35 Million in Series A Investment Led by Lightspeed Venture Partners
E-commerce Investment Services News

Finaloop Secures $35 Million in Series A Investment Led by Lightspeed Venture Partners

PR Newswire
by PR Newswire0
Round brings Finaloop’s total funding to $55 million as it revolutionizes the way e-commerce and retail brands handle their finances Finaloop, the real-time e-commerce accounting platform, announced it has raised a $35 million Series A round. Lightspeed Venture Partners led the round with participation from Vesey Ventures, Commerce Ventures, and existing investors, Accel and Aleph. The latest funding round, which brings......
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