Search Results for: wealth management technology

Candidly Raises $20.5 Million to Help Millions of Americans Repay Student Debt and Build Savings
Finance News

Candidly Raises $20.5 Million to Help Millions of Americans Repay Student Debt and Build Savings

Business Wire
by Business Wire0
Altos Ventures leads the Series B raise after a year of record growth Candidly, the market’s most comprehensive student debt and savings optimization platform, announced it raised $20.5M in a Series B round of financing, led by Altos Ventures, with follow-on participation from Cercano Management. The Series B financing follows......
Raines International Hires Leading Fintech Recruiter Gerard Dash
Fintech News

Raines International Hires Leading Fintech Recruiter Gerard Dash

Fintech News Desk
by Fintech News Desk0
Gerard Dash joined Raines International as a Senior Vice President, FinTech. Based in Atlanta, Dash brings nearly a decade’s experience in executive search and will operate in Raines’ Global Software & Technology Practice Raines International, a leading executive search and talent advisory firm, announced that Gerard Dash joined as a......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
Finance Investment Services News

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications

Business Wire
by Business Wire0
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
NeoSwap AI Raises $2 Million in Pre-seed Investment led by DACM
Investment Services Machine Learning News

NeoSwap AI Raises $2 Million in Pre-seed Investment led by DACM

PR Newswire
by PR Newswire0
NeoSwap AI, an AI-powered NFT trading startup, has just closed its pre-seed investment round at a valuation of $15 million, securing $2 million from prominent investors. The round was led by Digital Asset Capital Management (DACM) and AngelHub, and included participation from Gossamer Capital, Cavalry Asset Management, Stacks Ventures, Dhuna Ventures, and several......
B2B Markets News Technology

Jiraaf Surpasses INR 1000 Crores In Investments.

Fintech Staff Writer
by Fintech Staff Writer0
Jiraaf was founded by Vineet Agrawal and Saurav Ghosh in September 2021, has positioned itself as a trustworthy fintech platform for alternative fixed-income options, repaying INR 550 cr with no defaults or delays. As of January 2023, Jiraaf, one of India’s fastest-growing high-yield alternative investment platforms, had had a growth......
Ping An Bank Hong Kong Branch Granted Insurance Agency License
InsurTech News

Ping An Bank Hong Kong Branch Granted Insurance Agency License

PR Newswire
by PR Newswire0
Ping An Insurance (Group) Company of China, Ltd. announced that Ping An Bank Hong Kong Branch (the “branch”) has been granted an insurance agency license by the Hong Kong Insurance Authority. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at FLUIDEFI Hu Haibo, Vice President of Ping An......
UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives
Cloud Fintech News

UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives

PR Newswire
by PR Newswire0
With experienced leaders and dynamic solutions in place, UST builds on positive 2022 results and will expand operations in the rapidly transforming market UST, a leading digital transformation solutions company, is proud to announce its continued growth and success in the banking and financial services industry. Today, UST is a trusted......
Wedbush Securities and Maybank Agree to Cross-border Trading Alliance
Fintech News Trading

Wedbush Securities and Maybank Agree to Cross-border Trading Alliance

Business Wire
by Business Wire0
New opportunity for U.S. Institutional Investors to trade in Southeast Asian markets to commence in March 2023 -Wedbush Securities Inc., one of the nation’s leading diversified financial services firms, has entered into an agreement to form a transpacific trading alliance with Maybank, the fourth most valuable bank brand in the ASEAN region......
New Study shows Extra Debit Card can Improve Users Credit Scores
Analytics Fintech News

New Assured Guaranty Subsidiary AG Analytics to Develop Muni Fintech Platform

Business Wire
by Business Wire0
To provide broader, more comprehensive and convenient access to municipal credit and portfolio management analytics for the municipal market, Assured Guaranty Ltd. (NYSE:AGO) (together with its subsidiaries, Assured Guaranty) has established a new indirect subsidiary, AG Analytics, that is developing a new municipal fintech platform for asset management firms, banks,......
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