Search Results for: investment

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Lincoln International Reports Slowing Middle Market Growth At 1.4% In Q3 2019, As Bifurcation In Performance Amongst Industries Unfolds
Investment Services News

Lincoln International Reports Slowing Middle Market Growth At 1.4% In Q3 2019, As Bifurcation In Performance Amongst Industries Unfolds

Fintech News Desk
Even as the stock market continues a relentless 10-year bull run, Lincoln International (Lincoln), a leading global investment banking advisory firm, finds that in America’s middle market, growth has begun to slow. This is according to the Lincoln Middle Market Index (Lincoln MMI), released , which measures changes in the......
Startup Investing Platform Republic Launches Industry-First Free Private Equity Incentive Program
Banking Fintech Startups News

Startup Investing Platform Republic Launches Industry-First Free Private Equity Incentive Program

Fintech News Desk
First-Ever Compliant Private Equity Incentive Program Begins with Linen App Users Republic, the leading startup investment platform, is launching the first-ever legally compliant free private equity incentive program (or “Sharedrop”) in conjunction with the banking application Linen App. Linen App is offering $300,000 worth of investment in the company using a Simple Agreement for......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Starship Raises $11 million to Expand Access to Health Savings Accounts
Fintech Startups News

Starship Raises $11 million to Expand Access to Health Savings Accounts

Fintech News Desk
New Funds and Major Partnership Make Health Savings Accounts More Accessible to Americans, regardless of Employment Status Fresh off of a Series A investment of $7 million led by Valar Ventures—bringing total money raised to $11 million—fintech startup Starship is making portable health savings accounts available to drivers, delivery persons and carriers who use......
Rebel Raises USD $10 Million in Funding to Offer Consumers Affordable Credit
Fintech Funding Fintech Startups News

Rebel Raises USD $10 Million in Funding to Offer Consumers Affordable Credit

Fintech News Desk
Investment Round Includes Monashees and Global Venture Investor FinTech Collective Rebel, a digital consumer finance startup that offers middle-class Brazilians access to unsecured credit at affordable rates, has raised USD $10 million in new equity funding. This funding round comes one year after having raised USD $4 million from XP and others. Participants in......
Plug and Play Japan Has Selected 94 Domestic/Overseas Startups for Its Winter/Spring 2020 Batch
Fintech Startups News

Plug and Play Japan Has Selected 94 Domestic/Overseas Startups for Its Winter/Spring 2020 Batch

Fintech News Desk
Plug and Play Japan KK  has selected 94 startups in six verticals (IoT, Fintech, Insurtech, Mobility, Brand & Retail and Hardtech & Health ) with 36 large domestic corporate companies for the Winter/Spring 2020 Batch acceleration program, which will be carried out from December 2019 to March 2020. This Winter/Spring 2020 Batch will......
Genesis DevCon Mobilises Over 850 Aspiring Blockchain Developers From Across India With its First Edition
Blockchain News

Genesis DevCon Mobilises Over 850 Aspiring Blockchain Developers From Across India With its First Edition

Fintech News Desk
The inaugural edition of India’s largest confluence of Blockchain developers, leaders, evangelists and students – Genesis DevCon, 2019, concluded its two-day event in IISc, Bangalore with a footfall of over 850+ participants and 45+ speakers. Hosted by IBC Media, the conference commemorated the concluding chapter of the Genesis developer program, which included a six-month-long hackathon......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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