Search Results for: wealth management technology

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office
Artificial Intelligence Fintech News

Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office

Fintech News Desk
by Fintech News Desk0
Product Partnership Brings JIFFY.ai’s Integrated Intelligent Automation to the Docupace Platform Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, and JIFFY.ai, the innovative provider of true end-to-end intelligent automation applications, announce the companies are jointly developing the wealth management industry’s most powerful suite of automation......
Ridgeway Partners Announces Hari Krishnaswami as Managing Director
Finance News

Ridgeway Partners Announces Hari Krishnaswami as Managing Director

Fintech News Desk
by Fintech News Desk0
Ridgeway Partners announced that Hari Krishnaswami has joined the firm as a Managing Director in the New York Office. He will focus on supporting initiatives across Asset and Wealth Management, Financial Services and Financial Technology. Mr. Krishnaswami joins Ridgeway Partners from ISS Market Intelligence. ISS Market Intelligence is a leading provider......
Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities
Finance News

Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Annual recognition highlights company’s commitment to providing solutions and technologies that help individuals reach financial goals with confidence Voya Financial, Inc. , announced that DALBAR, Inc., an independent research firm that evaluates, audits and rates the business practices of financial institutions, has recognized the company with six separate DALBAR distinctions......
Eaglebrook Advisors Raises $20M in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures
Fintech Funding Investment Services News

Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures

Fintech News Desk
by Fintech News Desk0
Largest digital asset SMA platform secures venture investment to enhance technology and fuel strategic growth plans Eaglebrook Advisors, Inc., the largest digital asset separately managed account (“SMA”) platform, announced today the close of its $20 million Series A investment led by Castle Island Ventures and Brewer Lane Ventures. Additional investors in......
F.N.B. Corporation Completes Merger With Howard Bancorp, Inc.
Capital Markets Fintech News

F.N.B. Corporation Completes Merger With Howard Bancorp, Inc.

Fintech News Desk
by Fintech News Desk0
Customer and Branch Conversion To Be Finalized F.N.B. Corporation announced that it successfully completed its merger with Baltimore, Maryland-based Howard Bancorp, Inc. (Howard) . The customer and branch branding conversion is scheduled to be finalized Latest Fintech Insights: Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For......
Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers
Fintech News

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers

Fintech News Desk
by Fintech News Desk0
CapIntel’s partnership with Equitable Life signals accelerated movement within Canadian financial services leaders working with fintech companies to thrive in a digital world. CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with Equitable Life. Leading......
Finvault Exchange Oü, Finvault’s Licensed Crypto Exchange in Estonia, Opens Its Waiting List to Customers Globally
Cryptocurrency DeFi Finance News

Finvault Exchange Oü, Finvault’s Licensed Crypto Exchange in Estonia, Opens Its Waiting List to Customers Globally

Fintech News Desk
by Fintech News Desk0
Finvault Exchange OÜ, the highly anticipated fintech, which is licensed and regulated by the Estonian FIU as a licensed crypto exchange is reshaping the way people and businesses save, invest, send and spend their money and digital wealth and has now officially opened its waiting list to customers. Users will......
Embedded Finance Startup Falcon Appoints Ex-banker Chinmaya Desai As Chief Business Officer Ahead Of Its Next Growth Phase
Finance Fintech Startups News

Embedded Finance Startup Falcon Emerges From Stealth; To Hit $30m Revenue by March ‘23

Fintech News Desk
by Fintech News Desk0
●       Syndicate of global marquee investors back the full stack issuance platform Embedded Finance startup Falcon has launched in India, announcing its target of hitting $30M revenue by March 2023. Falcon has already received backing from a number of all-star investors from the USA, India, and the Middle East, indicating interest......
Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
by Fintech News Desk0
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
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