Search Results for: money management

Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
Women Money Myths are the Subject of a New eBook from The Humphreys Group
Finance News

Women Money Myths are the Subject of a New eBook from The Humphreys Group

PR Newswire
by PR Newswire0
The eBook, “Rewriting the Rules: Telling Truths about Women and Money,” second edition is now available. The Humphreys Group is delighted to announce the release of the second edition of its groundbreaking eBook, “Rewriting the Rules: Telling Truths about Women and Money.”  This insightful guide challenges traditional norms. We question......
Clip Money Expands By Collaborations with Local Partners
Fintech News

Clip Money Expands By Collaborations with Local Partners

Fintech News Desk
by Fintech News Desk0
With the expansion of shopping mall relationships with Simon, Tanger, and Spinoso, Clip now has a network of nearly 400 mall-based locations, with plans on expanding the network throughout 2024 with additional property owners. Clip Money, Inc., a company that operates a multi-bank self-service deposit system for businesses, announced an......
J.P. Morgan Asset Management Released the 2024 Guide to Retirement
Digital Asset Management News

J.P. Morgan Asset Management Released the 2024 Guide to Retirement

Fintech News Desk
by Fintech News Desk0
This year’s Guide leverages anonymized household data and proprietary research that showcases real-life spending and saving patterns to help prepare for unforeseen spending shocks and improve retirement outcomes. J.P. Morgan Asset Management released the 12th edition of its annual Guide to Retirement, analyzing the most significant issues impacting retirement to......
American Express and American Express Global Business Travel Launch New Integration to Help Streamline Spend Management for Small Businesses
Finance Fintech News

American Express and American Express Global Business Travel Launch New Integration to Help Streamline Spend Management for Small Businesses

Business Wire
by Business Wire0
The new American Express and Amex GBT integration provides small and mid-sized businesses with better visibility and control over a range of employee spending including budgeting, purchasing with virtual Cards, booking business travel, and streamlined expense processing. American Express, American Express Global Business Travel What it is: American Express, a......
Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management
Finance Fintech News

Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management

PR Newswire
by PR Newswire0
Sage intacct joins a solid list of integrations alongside NetSuite and QuickBooks with Centime to improve the banking solutions for small-to-mid sized businesses. Centime, a Boston-based fintech that offers AP, AR and Banking solutions to small-to-midsize businesses, announced its newest integration with Sage Intacct, joining its robust list of integrations alongside......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
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