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Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
weSure Digital Expands to Michigan with its Innovative BOP Insurance Offering for Small Businesses
InsurTech News

weSure Digital Expands to Michigan with its Innovative BOP Insurance Offering for Small Businesses

GlobeNewswire
by GlobeNewswire0
The US subsidiary of the weSure Group strengthens its distribution leadership team alongside its entry into a second State with its fully digital Small Commercial Insurance product WeSure Digital Insurance Services, Inc., the US Managing General Agency (MGA) subsidiary of the international publicly traded insurance and technology group WeSure Global Tech......
Luxoft and Finastra Extend Partnership to Deliver Turnkey Managed Services to Banks in EMEA
Cloud Finance News

Luxoft and Finastra Extend Partnership to Deliver Turnkey Managed Services to Banks in EMEA

Business Wire
by Business Wire0
Partnership provides Finastra’s Kondor customers with access to cloud-based services for increased agility and lower total cost of ownership Finastra, a global provider of financial software applications and marketplaces, announced a new managed services partnership agreement with Luxoft, a DXC Technology company, to support Finastra’s Kondor customers in the Europe, Middle East and Africa (EMEA) region with their cloud......
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......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
by Business Wire0
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
by Business Wire0
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Accordion to Acquire Data & Analytics Leader Merilytics
Analytics News

Accordion to Acquire Data & Analytics Leader Merilytics

Business Wire
by Business Wire0
Enhances Accordion’s Long-term Support for CFOs to Capitalize on Data Insights and Value Creation Accordion, the private equity-focused financial and technology consulting firm, announced it has signed a definitive agreement to acquire Merilytics, a world-class provider of advanced analytics, data management, and business intelligence reporting solutions to businesses around the......
Hub International Strengthens Capabilities for Financial Institutions with Red Rock Financial
Finance InsurTech News

Hub International Strengthens Capabilities for Financial Institutions with Red Rock Financial

PR Newswire
by PR Newswire0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Red Rock Financial, Inc. Red Rock Financial has been providing specialty insurance products and services to financial institutions nationwide since 2004. Their industry focus and deep expertise in this......
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