Search Results for: wealth management technology

Umpqua Bank Launches Small Business Empowerment Program With $2 Million To Support Minority, Women Entrepreneurs
Banking News

Umpqua Bank Launches Small Business Empowerment Program With $2 Million To Support Minority, Women Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Multi-year partnerships designed to close opportunity gap in access to capital, resources, and expertise Umpqua Bank, a subsidiary of Umpqua Holdings Corporation, announced a new program that expands access to capital, resources, and expertise for minority and women entrepreneurs. Umpqua Bank’s Small Business Empowerment Program builds on existing private and......
Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents
Finance Investment Services News

Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents

Fintech News Desk
by Fintech News Desk0
The collaboration between Bipsync and Canoe streamlines and automates the investment document collection and categorization processes for clients and delivers superior content management for investors to make more informed investment decisions The best-of-breed RMS provider, Bipsync, partners with Canoe Intelligence, a financial technology company redefining data management processes for alternative investors......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
Central Payments Kicks Off 2022 With Six Partner Launches
Digital Payments Fintech Startups News

Central Payments Kicks Off 2022 With Six Partner Launches

Fintech News Desk
by Fintech News Desk0
Mix of Fintech Startups and Established Companies Validates the Versatility and Momentum of the Open*CP Fintech API Marketplace. Central Payments, the country’s fastest growing prepaid card issuer*, announces the market launch of financial technology products for six partners leveraging its’ award-winning Open*CP Fintech API Marketplace. Companies coming to market include......
Finxact Marketplace Welcomes Personetics
Banking Fintech News

Finxact Marketplace Welcomes Personetics

Fintech News Desk
by Fintech News Desk0
Finxact, the leading provider of the next-gen core banking platform to the US regional and super-regional banking sector, announced that Personetics has joined its Marketplace of best-in-class banking solutions. Together the companies will enable banks running the Finxact core to easily enrich transaction data and support the integration of the......
Industry Veteran Eric Wolf Joins Cetera
Finance News

Industry Veteran Eric Wolf Joins Cetera

Fintech News Desk
by Fintech News Desk0
Growth, technology, superior resources attract $100 million advisor to Cetera-affiliated Selik Wealth Management, Inc. Cetera Financial Group, one of America’s largest networks of financial professionals, announced that industry veteran Eric Wolf has joined Cetera through Selik Wealth Management, Inc., which is part of First Allied Securities, Inc. Selik Wealth Management, Inc.......
Decentralized Finance Space Heats Up With Launch Of World's First DeFi ETF
DeFi Finance News

Decentralized Finance Space Heats Up With Launch Of World’s First DeFi ETF

Fintech News Desk
by Fintech News Desk0
The decentralized finance (DeFi) space is continuing to heat up, with the world’s first ever exchange traded fund (ETF) launching this month. Hashdex, a Brazilian asset manager, is launching an ETF fund in collaboration with CF Benchmarks to track 12 DeFi tokens. Latest Fintech Insights: TAB Flow Checking Account from TAB Bank to......
Grayscale Investments Launches First ETF: Grayscale Future of Finance ETF
Finance Investment Services News

Grayscale Investments Launches First ETF: Grayscale Future of Finance ETF

Fintech News Desk
by Fintech News Desk0
Grayscale’s first ETF product tracks Bloomberg Grayscale Future of Finance Index and selects U.S. Bank as Service Provider Grayscale Investments, the world’s largest digital currency asset manager, announced that it has launched its first ETF, Grayscale Future of Finance ETF , the first equity ETF to track the investment performance......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
F-Prime Capital Launches the F-Prime Fintech Index
Fintech News

F-Prime Capital Launches the F-Prime Fintech Index

Fintech News Desk
by Fintech News Desk0
The F-Prime Fintech Index is accompanied by the release of The 2021 State of Fintech Report, analyzes the $1 trillion dollar market F-Prime Capital announces the launch of The F-Prime Fintech Index, designed to track the performance of disruptive fintech companies enabling the delivery of core financial services across payments, banking, lending,......
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