Search Results for: professional services

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software
Fintech News

ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software

Fintech News Desk
by Fintech News Desk0
Transformational Acquisition Brings Together Two Industry-Leading SaaS Organizations to Create Next Generation Suite of Compliance Solutions for the Financial Services Industry RIA in a Box to Continue Operating Under Existing Brand and Leadership  ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
Datavault Contracts With Agri-Fintech Company Tingo To Deliver Data Revenue To Its 10 Million International Members
Fintech News

Datavault Contracts With Agri-Fintech Company Tingo To Deliver Data Revenue To Its 10 Million International Members

Fintech News Desk
by Fintech News Desk0
Partnership will focus on the continent of Africa and data monetization strategies within the farming, agriculture, and finance sectors Data Vault Holdings, Inc., leading the way in tokenomics and metaverse data visualization, valuation, and monetization, announces that 10 million users will be added to the Datavault platform via its partnership with Tingo,......
MPB BHC, INC., The Holding Company For Metro Phoenix Bank, Enters Into A Merger Agreement With Alerus Financial Corporation
Fintech News

MPB BHC, INC., The Holding Company For Metro Phoenix Bank, Enters Into A Merger Agreement With Alerus Financial Corporation

Fintech News Desk
by Fintech News Desk0
MPB BHC, INC., the holding company for Metro Phoenix Bank, announced the signing of a merger agreement with Alerus Financial Corporation . The definitive agreement and plan of merger to acquire MPB, the largest full-service community bank headquartered in Phoenix, represents the twenty-fifth acquisition for Alerus since 2000 as part of......
Former Blockchain Executive Frank Friesacher Joins Fleet Complete as Chief Product Officer
Banking Blockchain News

Former Blockchain Executive Frank Friesacher Joins Fleet Complete as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Fleet Complete, a global provider of telematics technologies and solutions for fleet, asset, and mobile workforce-based businesses, announced Frank Friesacher as the new Chief Product Officer (CPO). Friesacher will spearhead the company’s global product innovation and long-term market opportunities, bringing with him over 25 years of experience in leading the development......
Lument Provides $25.1 Million in Fannie Mae Financing for Portfolio of Colorado Affordable Communities
Banking News

Lument Provides $11.3 Million Bridge Loan For Multifamily Community in Utah

Fintech News Desk
by Fintech News Desk0
Lument has announced the closing of a $11.3 million proprietary bridge loan to acquire and renovate Cove on Bruce Apartments, a 76-unit garden-style community in Clearfield, Utah, near Salt Lake City. Ted Nasca, managing director, led the transaction for Lument. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation The sponsor......
BrightTower Advises Informa on its Acquisition of Leading B2B Content Syndication and Lead Management Platform NetLine Corporation
Fintech News

BrightTower Advises Informa on its Acquisition of Leading B2B Content Syndication and Lead Management Platform NetLine Corporation

Fintech News Desk
by Fintech News Desk0
Informa PLC , the international B2B markets, knowledge services and business intelligence group, has acquired NetLine Corporation, which brings established capabilities in audience development and B2B digital demand generation. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation BrightTower, a premier investment banking and M&A advisory......
Open Finance Platform Ayoconnect Raises $15M Series B to Expand Embedded Fintech Solutions
Fintech News

Fintech Bound Launches To Shield Britain’s SMES From Currency Crossfire As Inflation Soars And Interest Rate Rises Loom

Fintech News Desk
by Fintech News Desk0
With soaring inflation putting British businesses at increased risk of currency volatility, help is at hand for the 96% of SMEs who don’t protect themselves from exchange rate swings* – Backed by the founders and VCs behind some of the world’s hottest fintech companies, Bound is the hedging platform that......
Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice
Fintech News

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice

Fintech News Desk
by Fintech News Desk0
NAPFA Consumer Survey finds Gen Z Americans and Millennials feel a lack of guidance when it comes to retirement planning Over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement, according to a survey released......
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