Search Results for: professional services

Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
by PR Newswire0
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
CoinEx Launches BitHK to Provide Crypto Trading Services for Hong Kong Users
Cryptocurrency News Trading

CoinEx Launches BitHK to Provide Crypto Trading Services for Hong Kong Users

PR Newswire
by PR Newswire0
CoinEx, one of the world’s leading digital asset exchanges, announced the official launch of BitHK, a professional crypto trading platform that caters specifically to users in Hong Kong. According to Guidelines for Virtual Asset Trading Platform Operators, BitHK will submit its license application as a Virtual Asset Service Provider (VASP) to the......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
StoneTurn Partners with Chainalysis Enhancing Investigative Services in Crypto
Cryptocurrency News

StoneTurn Partners with Chainalysis Enhancing Investigative Services in Crypto

Business Wire
by Business Wire0
StoneTurn, a leading global advisory firm, announced an enhancement to its Cryptocurrency Investigations and Intelligence offering with the blockchain data platform, Chainalysis. StoneTurn utilizes Chainalysis’ investigative software, Reactor, as well as the vast and far-reaching database that powers Reactor in its financial crimes investigations and intelligence services. In turn, Chainalysis will be able......
Charlie, Banking Services for the 62+ Community, Launches Nationwide
Banking News

Charlie, Banking Services for the 62+ Community, Launches Nationwide

Business Wire
by Business Wire0
Charlie helps retirees and soon-to-be-retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, and no monthly fees or minimums Charlie, the new standard for 62+ banking services, launched nationwide. Charlie helps retirees and soon-to-be-retirees make the most......
Bancroft Capital Expands its Suite of Banking Services With the New Investment Banking Team
Banking News

Bancroft Capital Expands its Suite of Banking Services With the New Investment Banking Team

Business Wire
by Business Wire0
Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced the addition of a new Investment Banking Team. “We welcome Jason, Rob, Josh, and Kyle to an already strong banking team. This added suite of services can ensure continued success – which......
Mastercard Launches New Data & Services Hub in Malaysia to Serve the Asia Pacific Region
Fintech News

Mastercard Launches New Data & Services Hub in Malaysia to Serve the Asia Pacific Region

Fintech News Desk
by Fintech News Desk0
Based in Kuala Lumpur, the Mastercard Data and Services Hub will enable businesses and governments across Asia Pacific with advanced capabilities in areas such as cybersecurity, digital transformation, and credit risk Mastercard hosted Fahmi Fadzil, Malaysia’s Minister of Communications and Digital, for the opening of its new office and launch......
FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses
Business Finance News

FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses

Business Wire
by Business Wire0
Company has Evolved Beyond Its ERP Roots and Extended Its PSA Leadership to Offer a Comprehensive Technology Platform for Services Businesses FinancialForce, the platform for services businesses, announced that it has changed its name to Certinia to align with the company’s evolution and delivery of a comprehensive Services-as-a-Business (SaaB) platform.......
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