Search Results for: portfolio businesses
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
Strivve Announces “TopWallet™ Rewards” – First-Ever Rewards Platform Driving Top of Wallet® Online Payment Incentive Programs
CardUpdatr App and CardSavr® Platform Provide Card Issuers Real-Time Card-On-File Rewards Solutions Strivve, a Seattle-based financial technology company, announced the availability of TopWallet™ Rewards, complementing the recently announced TopWallet™ Tools. TopWallet Rewards is powered by Strivve’s CardSavr Platform and provides real-time notifications to card issuers, allowing them to immediately reward their......
tru Independence Expands C-Suite, Further Strengthens Business Platform with Addition of Gary Bonner as Chief Operating Officer
The company also announces partnership with Entwood Holdings to drive growth tru Independence (tru), an open architecture platform that provides independent financial advisors with a full suite of business support services, today announced the addition of Gary Bonner as Chief Operating Officer. The addition of Mr. Bonner to the team’s C-Suite is powered by the......
Black Knight Integrates CA Value AVM Into Its Leading ValuEdge AVM Cascade
Black Knight, Inc. has updated its leading ValuEdge AVM Cascade with its CA Value AVM, which was developed by Collateral Analytics, a Black Knight company. Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Black Knight’s ValuEdge Cascade is an automated valuation model (AVM) cascade that......
PeerStreet Launches New Fund Strategy for Investors
PeerStreet, a platform for investing in real estate backed loans, today announced that it is launching a new fund strategy that will expand the ways investors can access real estate investments via its platform, providing them with more options to diversify, expand, and customize their real estate debt portfolios by......
Mazars in South Africa Selects Verady’s Ledgible for Crypto Asset Confirmations
Verady, the leading cryptocurrency tax and accounting software company, announced Mazars in South Africa international audit, tax and advisory firm has selected Ledgible to supply confirmation and reporting around its clients’ digital currency audits. Understanding how digital assets align with accounting, reporting and verification is key to the adoption of cryptocurrency worldwide. Ledgible is the bridge......
Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Infostretch Announces Private Equity Investment From Goldman Sachs Merchant Banking Division and Everstone Group
Infostretch, a leader in digital engineering services, today announced that Goldman Sachs Merchant Banking Division and Everstone Group (Everstone) have signed a definitive agreement to acquire a significant stake in the company. The investment will help accelerate the company’s business growth and expand its digital engineering service offerings for both......
Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......