Search Results for: professional services

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio
Cryptocurrency News

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio

Fintech News Desk
by Fintech News Desk0
Houston based Freedom Day Solutions already made headlines with its revolutionary retirement planning strategies and Freedom Day Dividend ETF (MBOX). Now, Freedom Day Solutions is announcing the launch of FDCA, the first privately managed Crypto Asset Portfolio. The first portfolio of its kind, and actively managed in-house, FDCA brings the......
CryptWorld Launches Its New Brokerage Platform and Website
Cryptocurrency News

CryptWorld Launches Its New Brokerage Platform and Website

Fintech News Desk
by Fintech News Desk0
In an era of constant technological changes, improvement is key to success for businesses. Especially with regards to the market, brokers need to make sure they are up to speed with technological developments, in order to offer nothing but the best services to their clients. Recently, CryptWorld released its new......
Washington Trust Announces Financial Literacy Initiative
Finance News

Washington Trust Announces Financial Literacy Initiative

Fintech News Desk
by Fintech News Desk0
Multi-Year Funding and Free Tools for Schools and Community Groups Washington Trust announced a new Financial Literacy Initiative designed to provide individuals, families, businesses, and nonprofit organizations with the money management tools and resources they need to achieve economic empowerment. The Initiative has three components: $165,000 in multi-year funding to support literacy......
Survey Reveals Connection Between Financial Savviness & Use of Digital Banking Tools
Banking News

Survey Reveals Connection Between Financial Savviness & Use of Digital Banking Tools

Fintech News Desk
by Fintech News Desk0
Access to digital tools empower Americans to take control of their finances After a year in which many consumers had to rely heavily on digital tools for their financial needs, self-reported “financial experts” use digital tools more often than others, according to the KeyBank 2022 Financial Mobility Survey—highlighting a potential correlation......
GLP Financial Group Streamlines Operations with the Docupace Platform
Fintech News

GLP Financial Group Streamlines Operations with the Docupace Platform

Fintech News Desk
by Fintech News Desk0
Growing wealth manager to digitize new account opening and much more Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces that GLP Financial Group has selected the Docupace Platform to serve as the backbone of the company’s back office operations. The Farmington, Michigan-based wealth management provider......
Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
by Fintech News Desk0
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
Mobilum Technologies Signs Agreement with KEYS Token
Cryptocurrency Digital Asset Management News

Mobilum Technologies Signs Agreement with KEYS Token

Fintech News Desk
by Fintech News Desk0
Mobilum Technologies Inc., a technology-driven company making digital assets and cryptocurrencies accessible through traditional finance and payment infrastructure, is pleased to announce it has signed an agreement to provide KEYS Token Inc. with Mobilum’s onramp services. KEYS Token is revolutionizing the real estate industry by bridging the gap between the......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Financial Independence Group Set to Build New Corporate Headquarters in Cornelius, NC
Finance News

Financial Independence Group Set to Build New Corporate Headquarters in Cornelius, NC

Fintech News Desk
by Fintech News Desk0
Financial Independence Group, LLC (FIG), a leading financial services conglomerate and a staple of the Cornelius, North Carolina community since 1998, will build a modern and elegant building and corporate campus that will be an exciting new community landmark on Westmoreland Road in Cornelius. The company will be moving from its current Cornelius headquarters near......
SnapCheck Enters Definitive Agreement To be Acquired by Payroc
Fintech Funding News

Gaviti Raises $9 Million in Series A

Fintech News Desk
by Fintech News Desk0
FinTech startup Gaviti helps companies recoup outstanding receivables with their automated platform. “In 2021, our clients recovered $6.2 billion in A/R Receivables by streamlining an otherwise tedious process,” said Yan Lazarev, Co-founder & CEO of Gaviti Gaviti, an automation system designed to help companies collect and manage client invoices, announced the......
1