Search Results for: lease management

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify
Mortgage News

Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify

Fintech News Desk
by Fintech News Desk0
Neat Capital’s LOS algorithmically automates the antiquated mortgage process, bringing unparalleled efficiency, certainty, and clarity to the residential home financing journey Neat Capital, a Boulder-based FinTech company, announces the release of Neatify, the only modern mortgage origination platform built in the last decade. Neatify’s end-to-end technology platform includes: a cloud-based......
PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay
Digital Payments Fintech News

PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay

Fintech News Desk
by Fintech News Desk0
PNC EarnedIt Offers Real-Time Access to Pay PNC Treasury Management  announced a groundbreaking new on-demand pay solution, PNC EarnedIt. Powered by DailyPay Marketplace, PNC EarnedIt offers pay on-demand – a highly sought-after employee-benefit – to its clients allowing them to provide their employees access to earned pay – throughout any......
Valkyrie Investments Launches Protocol Treasury Management
Blockchain News

Valkyrie Investments Launches Protocol Treasury Management

Fintech News Desk
by Fintech News Desk0
Signed NEM/Symbol protocols as first client earlier this month Valkyrie Investments, a leading investment manager focused on digital assets, announced that it has launched a protocol treasury management service to help blockchain projects better manage their balance sheets. Blockchain protocols are able to take advantage of services including cash flow......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Citi Selected as Best Bank for Global Cash Management and Liquidity Management by Global Finance for 2022
Banking Finance News

Citi Selected as Best Bank for Global Cash Management and Liquidity Management by Global Finance for 2022

Fintech News Desk
by Fintech News Desk0
Citi Also Recognized for Best Global Virtual Accounts Solution Citi has been named both the Best Global Bank for Cash Management and the Best Global Bank for Liquidity Management by Global Finance. The publication also named Citi’s Virtual Accounts as the Best Global Virtual Accounts solution. In addition, Citi earned a......
CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund
Digital Asset Management News

CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund

Fintech News Desk
by Fintech News Desk0
Fund is a category leader for cost and performance CI Global Asset Management (“CI GAM”) announced a significant reduction in the management fee of the top-performing CI Floating Rate Income Fund (the “Fund”), along with plans to launch an ETF series of the Fund – both timely moves designed to help Canadians......
OODA Releases Web3 Cyber Incident Database
News Risk Management Security

OODA Releases Web3 Cyber Incident Database

Fintech News Desk
by Fintech News Desk0
Interactive research project looks at hacking risks for blockchain, cryptocurrency, and NFT projects, documenting over $61 Billion dollars in losses to date Over the past several years, there has been a rapid emergence of companies, projects, and initiatives in what is broadly categorized as Web3. While monitoring that rapid innovation,......
DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business
Business Digital Asset Management News

DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) announced that it will engage in a comprehensive partnership with YF Life in the next three years. YF Life Innovation Strategic Partnership Conference was held in Hong Kong, which explored new opportunities and laid......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
by Fintech News Desk0
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
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