Search Results for: wealth management technology

Ziegler Advises Tri-Valley Medical Group On Investment From Webster Equity Partners
Investment Services News

Ziegler Advises Tri-Valley Medical Group On Investment From Webster Equity Partners

Fintech News Desk
by Fintech News Desk0
Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Tri-Valley Medical Group (Tri-Valley) on an investment from Webster Equity Partners Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Tri-Valley Medical Group (Tri-Valley) on an investment......
FinWise Bank Announces Appointment of Robert Keil as SVP, Chief Fintech Officer
Banking News

FinWise Bank Announces Appointment of Robert Keil as SVP, Chief Fintech Officer

Fintech News Desk
by Fintech News Desk0
FinWise Bank, a subsidiary of FinWise Bancorp, is proud to announce the addition of Robert Keil as Senior Vice President and Chief Fintech Officer, reporting to James Noone. Keil will be responsible for supporting existing customers, business line strategy, and growth initiatives within the bank’s Strategic Programs line of business. “FinWise remains......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Infinicept Appoints Anne-Jeanette LeBell as CTO
Digital Payments News

Infinicept Appoints Anne-Jeanette LeBell as CTO

Fintech News Desk
by Fintech News Desk0
New Role Extends Infinicept’s Leadership in Embedded Payments and Drives Advancements in Embedded Finance Infinicept, a leading provider of embedded payments, announced that it has appointed Anne-Jeanette LeBell as the company’s Chief Technology Officer. In this newly created role, LeBell will be responsible for developing and delivering on Infinicept’s technology......
Capital Markets Investments News

Canoe Intelligence Raises $25Million Series B Funding To Transform The Alternative Investment Data Ecosystem

Fintech News Desk
by Fintech News Desk0
– Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms, today announced the completion of its $25M Series B financing round. The round was led by F-Prime Capital with participation from Eight Roads Ventures and other strategic investors. This funding will be......
Simply Business to Offer General Liability Insurance on Tarmika's Commercial Lines Quoting Platform
InsurTech News

Simply Business to Offer General Liability Insurance on Tarmika’s Commercial Lines Quoting Platform

Fintech News Desk
by Fintech News Desk0
Simply Business, LLC, a Boston-based digital insurance company focused on small businesses, today announced that it will offer general liability insurance on Tarmika, an online quoting platform for independent agents. “We recognize the significant value that agents bring to entrepreneurs,” said David Summers, Group CEO at Simply Business. “We’re looking forward to expanding......
Borderless Super Wallet - Cenoa - Raises US$7 Million in Seed Funding
Finance Fintech Funding News

Borderless Super Wallet – Cenoa – Raises US$7 Million in Seed Funding

Fintech News Desk
by Fintech News Desk0
Cenoa’s zero-fee digital dollar product aims to serve the billions of people hit by inflation in emerging markets Cenoa, the borderless super wallet improving access to dollar-based products in emerging markets, announces it has raised US$7 million in Seed funding. The fund raise was led by San Francisco-based venture capital firm Quiet Capital......
Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth
News Trading

Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth

Fintech News Desk
by Fintech News Desk0
intelliflo announced that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM). Vicus Capital has leveraged @intellifloltd redblack’s rebalancing and trading to support dramatic AUM......
Broadridge Leverages Point Focal on Alternative Data Driven Insights
Analytics News

Broadridge Leverages Point Focal on Alternative Data Driven Insights

Fintech News Desk
by Fintech News Desk0
To provide clients with better access to innovative portfolio analytics and alternative data driven quantitative insights, global Fintech leader, Broadridge Financial Solutions, Inc., announced a strategic partnership with analytics solution provider, Point Focal. This collaboration will bring Point Focal’s insights to NYFIX, Broadridge’s order-routing network platform, providing automated reports that combine relevant data,......
Fast-Growing Encore Bank Selects Q2 to Accelerate its Commercial Digital Banking Innovation
Banking News

Encore Bank Selects Q2 to Accelerate its Commercial Digital Banking Innovation

Fintech News Desk
by Fintech News Desk0
Q2 Catalyst’s suite of digital solutions to help Encore Bank meet the needs of its commercial clients Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, announced that Encore Bank, one of the nation’s fastest-growing banks, has selected Q2 as its strategic digital partner. “We......
1