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Finance News

Global Financial Leaders Interested To Attend 16th Asian Financial Forum

Fintech Staff Writer
by Fintech Staff Writer0
The popular AFF Deal Flow Matchmaking Session, jointly organised by the HKTDC and the Hong Kong Venture Capital and Private Equity Association, will provide investment matching services in hybrid format. The first two days of matchmaking meetings (11 and 12 January) will allow participants to meet at the physical Forum......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
CrossCountry Consulting Recapitalized by Investcorp
Finance Investment Services News

CrossCountry Consulting Recapitalized by Investcorp

Fintech News Desk
by Fintech News Desk0
RLH Equity Partners is pleased to announce that Investcorp, a global alternative investment firm, and Public Sector Pension Investment Board have acquired a majority ownership position in RLH’s portfolio company, CrossCountry Consulting from RLH and CrossCountry management. RLH reinvested in the recapitalization transaction, reflecting our confidence in the Company’s outstanding management team and......
Banking Fintech News

Engageare 2023: Customer Engagement in Banking, Annual Trends Report

Fintech Staff Writer
by Fintech Staff Writer0
Engageare officially released its annual report “Engage 2023: Customer Engagement in Banking, Annual Trends Report, with research fielded by Infoserv.  In last year’s report, Coronavirus concerns stayed the focal point of the audience. While it is as yet a reality, it is no lengthy the main worry for most banks and......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm
Investment Services News

Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm

Fintech News Desk
by Fintech News Desk0
The transaction is expected to accelerate CrossCountry’s growth as it expands geographically and adds new service line offerings Investcorp, a leading global alternative investment firm, announced its acquisition of a majority stake in CrossCountry Consulting, a leading business advisory firm. In addition, Public Sector Pension Investment Board (PSP Investments) invested,......
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......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
Freedom Bank Announces Partnership with FinTech Autobooks to Deliver Digital Invoicing and Payment Solutions to Business Clients
Digital Payments News

Freedom Bank Announces Partnership with FinTech Autobooks to Deliver Digital Invoicing and Payment Solutions to Business Clients

Fintech News Desk
by Fintech News Desk0
Bank Adds Additional Digital Tools to Assist Small Businesses Grow Their Business The Freedom Bank of Virginia announced it launched a new digital invoicing and payment solution for business clients powered by Autobooks. These new services allow Freedom’s small business clients to leverage easy invoicing and payments options seamlessly integrated and available......
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