Search Results for: wealth management technology

Cosaic Announces Appointment of Chief Operating Officer
Banking Fintech News

Cosaic Announces Appointment of Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Joerg Ruetschi brings operational excellence to accelerate growth across both ChartIQ and Finsemble product lines. Cosaic, a fast-growing fintech company that provides workflow solutions for the finance industry, has announced the appointment of Joerg Ruetschi as Chief Operating Officer. Based out of Cosaic’s London headquarters, Ruetschi has over 20 years of experience building, scaling,......
85% of Deposits Now Made Digitally at Bank of America as Growth in Client Engagement with Digital Continues
Banking Fintech News

85% of Deposits Now Made Digitally at Bank of America as Growth in Client Engagement with Digital Continues

Fintech News Desk
by Fintech News Desk0
Clients enjoy individualized experiences through digital, and the ease and convenience of managing their financial lives anywhere and anytime Digital engagement continues to grow rapidly at Bank of America, with more clients making online and mobile primary channels for more of their banking and lending with Bank of America and......
ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors
Fintech Investments News

ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors

Fintech News Desk
by Fintech News Desk0
Founder and Chairman of Smarsh and CMO of Advisor Group to Provide Strategic Guidance to ComplySci Executive Team, Supporting Company’s Continued Expansion Board Additions Follow $120 Million Growth Investment in ComplySci by Leading Private Equity Firm, K1 Investment Management  ComplySci, the leading provider of regulatory technology and compliance solutions for......
Grayscale Investments® Furthers Commitment to Bitcoin ETF, Hiring Global Head of ETFs
Cryptocurrency Digital Fintech News

Grayscale Investments Furthers Commitment to Bitcoin ETF, Hiring Global Head of ETFs

Fintech News Desk
by Fintech News Desk0
Firm appoints David LaValle, former Chief Executive Officer of Alerian and S-Network Global Indexes  Grayscale Investments, the world’s largest digital currency asset manager, announced the official appointment of David LaValle as Senior Managing Director, Global Head of ETFs, reporting directly to Michael Sonnenshein, CEO of Grayscale. “Grayscale is 100% committed......
Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital
Fintech News

Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a financial technology platform that automates wealth management processes, announced today it has raised a $2-million seed round to fund key additions to the Mako team and support a number of critical customer demands, product development and growth initiatives. The financing was led by Desjardins Capital, with participation......
Drips Names Erik Lamb as Executive Vice President of Product
B2B Banking Fintech News

Drips Names Erik Lamb as Executive Vice President of Product

Fintech News Desk
by Fintech News Desk0
Drips Focuses on Accelerated Product Development and Innovation Drips, the founders of Conversational Texting®, announced Erik Lamb has joined as Executive Vice President of Product and will focus on new product innovation and excellence as the company plans for strategic growth over the next several years. “As more and more......
Gen II Fund Services Acquires Stone Pine Accounting Services
Finance Fintech News

Gen II Fund Services Acquires Stone Pine Accounting Services

Fintech News Desk
by Fintech News Desk0
Addition Enhances Gen II’s Comprehensive Private Equity Service Offerings, Significantly Grows Team, Bolsters Western U.S. Presence PE-Dedicated Fund Administrator Now Exceeds $600 Billion in AUA Gen II Fund Services, LLC , a leading independent private equity fund administrator, announced the acquisition of Stone Pine Accounting Services, LLC (“Stone Pine“), a Denver-based......
Mastercard Partners with Birmingham Department of Innovation & Economic Opportunity to Launch Ascend Birmingham Helping Local Businesses Get Digital
Business Digital Payments News

Mastercard Partners with Birmingham Department of Innovation & Economic Opportunity to Launch Ascend Birmingham Helping Local Businesses Get Digital

Fintech News Desk
by Fintech News Desk0
Support from Square, Accion Opportunity Fund and Sunrise by Lendio helps Birmingham small businesses advance digitally and drive online commerce With spend already declining in Birmingham pre-COVID, the decrease rapidly accelerated in Birmingham’s downtown and surrounding tracts because of the pandemic significantly impacting the city’s small businesses. Minority owned businesses......
Accenture Completes Acquisition of Exton Consulting
Banking Fintech Investments News

Accenture Completes Acquisition of Exton Consulting

Fintech News Desk
by Fintech News Desk0
Accenture has completed its acquisition of Exton Consulting, a French consulting firm providing banking strategy support to financial services clients across Europe. Accenture announced its intent to acquire Exton Consulting on June 18, 2021. Financial terms of the transaction were not disclosed. Founded in 2006 and headquartered in Paris, France, Exton Consulting......
Versapay Bolsters Board of Directors With Two FinTech Veterans
B2B Digital Payments Fintech News

Versapay Bolsters Board of Directors With Two FinTech Veterans

Fintech News Desk
by Fintech News Desk0
Versapay Corporation, a leading provider of cloud-based payments and accounts receivable (AR) automation solutions, announced the addition of Caroline Donahue and Leah Sweet to its board of directors. Both bring a wealth of experience in the FinTech industry, and their appointments position Versapay to continue its expansive growth in the B2B payments and AR automation market. Caroline Donahue was formerly the Chief Sales and Marketing Officer......
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