Search Results for: wealth management technology

AffiniPay Expands Executive Team with Ana Villegas as Chief Marketing Officer
Fintech News

AffiniPay Expands Executive Team with Ana Villegas as Chief Marketing Officer

Fintech News Desk
Global marketing veteran joins Austin-based fintech following MyCase acquisition AffiniPay, a leading SaaS for professionals, announced that Ana Villegas will join the company’s executive suite as chief marketing officer, effective immediately. Following the news of AffiniPay’s acquisition of legal practice management software company, MyCase, Villegas will lead marketing and help drive growth for AffiniPay’s......
Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort
Investment Services News

Steward Partners Secures $140 Million Credit Facility to Support Continued Growth and Accelerate Recruiting Effort

Fintech News Desk
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has secured a $140 million credit facility to support the next phase of the partnership’s development and fuel its future growth. The facility was led by Apogem Capital LLC, with support from Manulife Investment Management, and Cynosure Investment Partners, LLC. “This event speaks......
FLX Networks Secures $10 Million in Strategic Investments, Led by Barings
Finance Investment Services News

FLX Networks Secures $10 Million in Strategic Investments, Led by Barings

Fintech News Desk
Allianz Life Ventures and Broadridge Financial Solutions join asset manager, rounding out global investment in modernized model FLX Networks, the technology platform modernizing the engagement between asset and wealth management firms, announced a capital raise of $10 million. The growth equity round, which values the company at approximately $50 million, was......
Cryptocurrency News Trading

Pluto Launches Automated Investing Platform To Truly Democratize Trading

Fintech News Desk
Pluto, a free trading platform offering easy to use tools for building automated, data-driven investing strategies, officially launched its application with live crypto trading Thursday. Pluto’s proprietary no-code interface is both easy to use and performance augmenting, making it accessible to investors of all ability levels. “For too long, hedge......
Finastra and InfoTech Help NBP to Modernize Trade Finance Operations and Boost Growth
Finance Fintech News

Finastra Digital Banking Insights to Provide Visibility Into Account Holder Behaviors and Preferences

Fintech News Desk
App leverages data and advanced analytics to deliver greater benefits from the Fusion Digital Banking platform Finastra announced the availability of Finastra Digital Banking Insights, an app for Fusion Digital Banking that harnesses the power of data and advanced analytics to provide financial institutions with actionable insights into account holder behavior. The app......
Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform
Investments News

Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform

Fintech News Desk
Innovative enterprise software streamlines workflows for advisors across the full life-cycle of alternative investment funds +SUBSCRIBE, the leading platform for centralizing and managing private market fund transactions, announced its selection by Oppenheimer & Co. Inc, a leading global private bank and wealth management business, to provide a custom alternative investment......
Business InsurTech News

Insurance Technologies Changes Name To Hexure

Fintech News Desk
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuity industry, announced today its new company brand Hexure [heck-sure] to enable sharper strategic focus on leading the insurance, financial services and wealth management industries. “While we have a new name and look, our clients......
Trovio Group Launches $35 Ðœillion DeFi Fund Powered by Yield App
DeFi News

Trovio Group Launches $35 Ðœillion DeFi Fund Powered by Yield App

Fintech News Desk
The fund offers wholesale investors the opportunity to allocate capital into a yield-generating strategy within the DeFi ecosystem  Trovio Group, Asia Pacific’s leading hybrid asset manager and technology solutions architect, is announcing the launch of the $35М Trovio DeFi Fund, powered by Yield App, a global FinTech company and digital......
B2B Fintech News

Paperclip Inc. Partners with Advintro in Response to Paperclip SAFE® Interest

Fintech News Desk
Paperclip, Inc. (OTCMKTS: PCPJ) announced that it has partnered with Advintro to provide fractional fintech sales services for the company’s newest software product, Paperclip SAFE®, a breakthrough solution specifically designed to prevent data theft and ransomware attacks. The solution — trusted by Paperclip for more than two years to keep......
Bitcoin.com Officially Expands Access to DeFi with Public Sale of Ecosystem Utility Token VERSE
Cryptocurrency Digital Asset Management News

Bitcoin.com Officially Expands Access to DeFi with Public Sale of Ecosystem Utility Token VERSE

Fintech News Desk
Whitelisted individuals for the sale will be able to purchase VERSE tokens using BTC, BCH, ETH and USDT/USDC Bitcoin.com, a digital ecosystem and secure self-custody platform where users can safely and easily interact with cryptocurrencies and digital assets, has announced that the public sale of the VERSE utility token is......
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