Search Results for: professional services

SION Raises $3.2 Million in Seed Funding Led by TIA Ventures
Digital Payments News

SION Raises $3.2 Million in Seed Funding Led by TIA Ventures

Fintech News Desk
by Fintech News Desk0
Capital Supports Product Scale from the Rollout of Payment Processing, as well as Automated Commission Chasing and Integrations SION, a SaaS platform that manages commission payments for travel advisors and agencies, announced $3.2 million in seed funding led by TIA Ventures with participation from SmartFlyer and Virtuoso to advance its promotion of a more robust......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Finastra Survey Shows US Financial Institutions Consider Open Banking Essential, With a New Focus On Shared Data
Banking Finance News

Finastra Survey Shows US Financial Institutions Consider Open Banking Essential, With a New Focus On Shared Data

Fintech News Desk
by Fintech News Desk0
56% of US respondents regard open finance as a ‘must have’, up from 45% in 2021, with 82% believing that shared data and infrastructure will become a key part of the strategy for the move to Open Banking and Finance Finastra research reveals that views on Open Banking in the United States have......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Finastra Global Survey Shows Evolution of Open Banking and Growing Appetite for Open Finance
Banking News

Finastra Global Survey Shows Evolution of Open Banking and Growing Appetite for Open Finance

Fintech News Desk
by Fintech News Desk0
Almost half of financial institutions (48%) regard open finance as a ‘must have’ (up from 38% in 2021); 85% agree it’s making financial services more collaborative Finastra research reveals that Open Banking is now universally and unequivocally regarded as a key part of a bank’s landscape, with 99% of respondents considering......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
CFP Board Issues Crypto Guidelines
Cryptocurrency News

CFP Board Issues Crypto Guidelines

Fintech News Desk
by Fintech News Desk0
The Certified Financial Planner Board of Standards, Inc. (CFP Board) has released a new guide about cryptocurrency-related assets to help CFP professionals uphold the Code of Ethics and Standards of Conduct (Code and Standards) in their practices. CFP Board recently issued a Notice to CFP® Professionals Regarding Financial Advice About Cryptocurrency-Related Assets in response to......
State-of-the-Art e-Commerce Launch Propels PVF and HVAC-R Supplier's Growth
Digital E-commerce News

State-of-the-Art e-Commerce Launch Propels PVF and HVAC-R Supplier’s Growth

Fintech News Desk
by Fintech News Desk0
Unilog, the leader in connected product content and commerce, is pleased to announce the successful launch of Porter Pipe & Supply’s new e-commerce website. Porter Pipe & Supply is a third-generation, family-owned and -operated wholesale supplier of commercial and industrial pipe, valves, fittings, plumbing supplies, HVAC-R equipment, and mechanical products.......
Sunwest Bank Secures Multiyear Partnership with CRE FinTech Blooma
Fintech News

Sunwest Bank Secures Multiyear Partnership with CRE FinTech Blooma

Fintech News Desk
by Fintech News Desk0
In September, Sunwest Bank announced the renewal of its partnership with emergent FinTech, Blooma, as part of a larger digital transformation initiative. The multiyear contract represents a longstanding relationship between the two entities that began in 2021 with the adoption of Blooma to help automate and streamline the bank’s portfolio......
Comvest Credit Partners Announces Investment in CheckedUp
Digital Finance News

Comvest Credit Partners Announces Investment in CheckedUp

Fintech News Desk
by Fintech News Desk0
Comvest Credit Partners a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it has acted as Administrative Agent on a senior secured credit facility to CheckedUp, a New York-based provider of digital healthcare solutions, to support the Company’s acquisition of Health Media Network......
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