Search Results for: money management

Illuminate Financial Invests $4 Million in Baton Systems
Banking Investment Services News

Illuminate Financial Invests $4 Million in Baton Systems

Fintech News Desk
by Fintech News Desk0
Largest Investment To-Date for the FinTech VC Brings Baton’s Total Funding to $16 Million Baton Systems (“Baton”), a provider of distributed ledger-based post-trade solutions for capital markets, has received a $4 million investment from Illuminate Financial Management. Baton’s total of $16 million in funding, which also includes investors Trinity Ventures, Alsop Louie and Commerce Ventures, will......
HiddenLevers Credits Diversity as Big Contributor to Its Fintech Success
Fintech News

HiddenLevers Credits Diversity as Big Contributor to Its Fintech Success

Fintech News Desk
by Fintech News Desk3
HiddenLevers, a premier technology provider in the wealth management space, is meeting new diversity milestones in 2020. HiddenLevers’ Atlanta HQ now runs majority female (53%) and majority minority (54%), while maintaining a 100% USA-based developer team. A rising fintech player, HiddenLevers proves that diversity as a cornerstone in hiring can lead......
Slope Software Raises $1 Million to Scale Its Actuarial Modeling Platform
Fintech Funding Fintech Startups News

Slope Software Raises $1 Million to Scale Its Actuarial Modeling Platform

Fintech News Desk
by Fintech News Desk0
Slope’s Platform Helps Insurance Companies Perform the Difficult Task of Quantifying Risk by Enabling Their Actuaries to Do Better Analysis in a Fraction of the Time. Slope Software, an insurtech startup aiming to modernize actuarial software, announced that it has raised a $1,000,000 seed round investment led by tech venture fund......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
SoFi Announces First Credit Card That Can Help People Pay Down Debt
Banking News

SoFi Supercharges its Debit and Credit Cards with Mastercard

Fintech News Desk
by Fintech News Desk6
SoFi and Mastercard to Offer Top-of-the-Line Benefits and Technology to SoFi Members SoFi, the digital personal finance company, and Mastercard announced a multifaceted partnership to offer a suite of products and in-person experiences to its nearly one million (and growing) SoFi members. The partnership will initially focus on the SoFi Money......
Featured Fintech Radar Fintech Startups

Global Fintech Unicorns to Watch out For in 2020

Paroma Sen
by Paroma Sen0
A unicorn startup is one with a $1 Bn in valuation or more. As of December 2019, there were over 400 unicorns around the world, across multiple industries. More recently, the fintech industry has seen monster growth and change. Owing to the pace of development in the financial technology segment,......
Norton joins advisory board of InsureTech startup Pricing Platform
Artificial Intelligence Fintech News

Pricefx Invests in Next-Generation of Pricing Professionals with University of Rochester Partnership

Fintech News Desk
by Fintech News Desk0
Simon Business School Student Pricing Competition Will Utilize Pricefx’s Award-Winning Technology and Use Cases From Customer IRON Mountain Pricefx, the global leader in native cloud pricing software, is partnering with the Simon Business School at the University of Rochester and Iron Mountain to sponsor the 2020 Simon Pricing Club Case Competition. This is the......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
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