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Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth
Capital Markets Fintech News

Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth

Fintech News Desk
by Fintech News Desk0
Promotions Follow $2B Capital Raise and European Expansion Announcements  Sapphire Ventures, LLC (“Sapphire” or the “Firm”), a leading venture capital firm that partners with visionary teams and venture funds to build companies of consequence, announced the promotions of Annalise Dragic, Nate Leung, Shruti Tournatory, Elizabeth Patterson and Casber Wang to Partner across its Sapphire Ventures, Partners......
JDX Consulting Acquired by Delta Capita Group
Capital Markets News

JDX Consulting Acquired by Delta Capita Group

Fintech News Desk
by Fintech News Desk0
Delta Capita acquires JDX Consulting to create one of the largest specialist Capital Markets consulting and managed service providers JDX Consulting, a global resource augmentation and domain consulting business, announced that its shareholders completed a transaction under which JDX is acquired by Delta Capita Group. JDX will become a subsidiary......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Two Marketing Agencies Give $6,500 Raises to All Employees
Fintech News

Two Marketing Agencies Give $6,500 Raises to All Employees

Fintech News Desk
by Fintech News Desk0
Record Revenues in 2021 Fuel Benefits Increase The last three years have led to impressive growth for advertising agency The PM Group as well as digital and public relations firm Noisy Trumpet, despite the COVID-19 impact on the economy. Both firms have realized double-digit, compounded revenue growth since 2018 and are now taking......
Workpay Partners With Kwara To Offer Streamlined HR & Payroll Services To SACCOs in Kenya
Banking Digital Payments Mobile Banking News

Workpay Partners With Kwara To Offer Streamlined HR & Payroll Services To SACCOs in Kenya

Fintech News Desk
by Fintech News Desk0
Digital banking Fintech startup Kwara has partnered with Workpay to offer Savings and Credit Co-operative Societies (SACCOs) in Kenya with human resource management and payroll processing solutions.The partnership will enable SACCOs to automate their Human Resource (HR) processes as a complimentary service to Kwara’s products i.e Core Banking, Online and......
Alviere Names Former Dish Network Executive Steven Scofelia as New CFO
Finance News

Alviere Names Former Dish Network Executive Steven Scofelia as New CFO

Fintech News Desk
by Fintech News Desk0
On the Heels of a $70 Million Funding, Alviere Promotes Current Chief of Staff to Key Leadership Position Alviere, the leading global embedded finance company that enables any brand to deliver a full suite of financial products and services to its customers, fans and employees, announced that it promoted its......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Chargezoom Announces Payment Integration with FreshBooks
Digital Payments Fintech News

Chargezoom Announces Payment Integration with FreshBooks

Fintech News Desk
by Fintech News Desk0
New software allows Businesses to use virtually any Payment Processor to accept payments directly into FreshBooks accounting software Chargezoom, a leading platform for billing and integrated payments, today announces an integration with FreshBooks accounting software. As the first two-way integrated payment platform for FreshBooks, users who select Chargezoom as their......
Beacon Pointe Announces Investment from KKR
Investment Services News

Beacon Pointe Announces Investment from KKR

Fintech News Desk
by Fintech News Desk0
Strategic Partnership to Enhance Growth of Leading Wealth Management Firm and Accelerate M&A Strategy Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC (“Beacon Pointe” or the “Company”) and KKR, a leading global investment firm, announced the signing of a definitive agreement under which KKR will make an investment......
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