Search Results for: tax planning

Citylitics Raises US$5 Million in Series A Funding to Accelerate Public Infrastructure Projects
Fintech Funding News

Citylitics Raises US$5 Million in Series A Funding to Accelerate Public Infrastructure Projects

Fintech News Desk
by Fintech News Desk0
Company to add predictive intelligence on planned infrastructure investments for verticals such as broadband, waste management, power and electricity, and renewable energy Citylitics, the source for intelligence on planned infrastructure investments, announced that it has raised US$5 million in a Series A round of funding. The investment was co-led by......
Equitable Bank Expands Life Insurance Lending Program With Addition Of Equitable Life As Partner Insurer
InsurTech Lending News

Equitable Bank Expands Life Insurance Lending Program With Addition Of Equitable Life As Partner Insurer

Fintech News Desk
by Fintech News Desk0
Equitable Bank, Canada’s Challenger Bank, continues to grow its life insurance lending program, announcing that it has entered into a new lending arrangement with Equitable Life of Canada that will allow qualifying Equitable Life policy owners to access funds through Equitable Bank’s insurance lending solutions, which include CSV Lines of Credit and......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Horizon Community Bank to Combine with Arizona Federal Credit Union
Banking News

Horizon Community Bank to Combine with Arizona Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Horizon Community Bank, an Arizona state-chartered bank headquartered in Lake Havasu City, Arizona and wholly-owned subsidiary of Horizon Bancorp, Inc., announced that it has entered into a definitive agreement for Arizona Federal Credit Union (“Arizona Federal”) to acquire Horizon Community pursuant to a purchase and assumption transaction. Horizon Community was......
Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors
InsurTech Investment Services News

Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors

Fintech News Desk
by Fintech News Desk0
Nationwide Advisory VUL allows for management of funds within the product without a life license Nationwide has launched a new variable universal life (VUL) insurance product built specifically for fee-based investment advisors that allows for management of funds within the product without a life license. Nationwide Advisory Variable Universal Life is a......
HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
1 in 4 First-Time Homebuyers Are Using Stimulus Money For Down Payment: Redfin Survey
Digital Payments Fintech News

1 in 4 First-Time Homebuyers Are Using Stimulus Money For Down Payment: Redfin Survey

Fintech News Desk
by Fintech News Desk0
Saving pandemic-related stimulus money is the second-most common way to accumulate money for a down payment Nearly one-quarter (24%) of first-time homebuyers are using stimulus money for their down payment, according to a new report from Redfin (redfin.com), the technology-powered real estate brokerage. Stimulus money is the second-most common way of accumulating......
Flexio Raises $3 Million Seed Round To Transform Business-to-Business Payments In Latin America
Digital Payments News

Flexio Raises $3 Million Seed Round To Transform Business-to-Business Payments In Latin America

Fintech News Desk
by Fintech News Desk0
Flexio, a platform revolutionizing business-to-business (B2B) payments in Latin America, announced that it has raised a $3 million Seed Round led by Costanoa Ventures with participation from Soma Capital, Latitud Fund, Omri Mor, Daniel Kahn, Diego Oppenheimer, as well as several notable LatAm founders and Y Combinator alumni. Latest Fintech Insights: Morningstar Launches Wealth Management Solutions......
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