Tag : financial goals

Fintech App Destined to Help Americans in Their Post-Pandemic Financial Recovery
Fintech News

Fintech App Destined to Help Americans in Their Post-Pandemic Financial Recovery

Fintech News Desk
by Fintech News Desk0
Qinta, a new startup based in San Francisco, is underway on their plan to help every American reach their financial goals in this post-pandemic world by providing simple, affordable and accessible financial solutions. The world is in a tougher economic climate because of the pandemic. Interest rates are at an all-time......
Overalls Launches First All-In-One Insurance Protection Portfolio
Finance InsurTech News

Overalls Launches First All-In-One Insurance Protection Portfolio

Fintech News Desk
by Fintech News Desk0
New algorithmic approach packages supplemental insurance products into a structured portfolio that changes and grows with the customer Overalls, the first personalized, all-in-one protection platform, is shaking up how employee benefits are packaged by taking a new approach to insurance that combines life, personal-line and entirely new protection products into algorithmically......
Geneva Financial Promotes Rachel Caple to Chief Sales and Revenue Officer
Banking Mortgage News

Geneva Financial Promotes Rachel Caple to Chief Sales and Revenue Officer

Fintech News Desk
by Fintech News Desk0
 Geneva Financial (Geneva), a direct mortgage lender operating in 45 states, has announced the promotion of Rachel Caple to Chief Sales and Revenue Officer. In her new position, Caple will oversee and maximize the effectiveness of Geneva’s revenue and sales, expertly navigating the market as the company continues to expand with a growth rate exceeding 270%......
Chris Shepler Joins FTC as VP & Investment Officer
Finance Investments News

Chris Shepler Joins FTC as VP & Investment Officer

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust Company, an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler, CFA, as a Vice President & Investment Officer. “We are very pleased to have Chris join our team at Fiduciary Trust” Shepler brings over 25 years......
Financial Fitness for Life Announces Partnership With LifeCents for Financial Wellness Technology
Finance Fintech News

Financial Fitness for Life Announces Partnership With LifeCents for Financial Wellness Technology

Fintech News Desk
by Fintech News Desk0
The union gives individuals access to quality, curated financial wellness guidance from leading industry experts Financial Fitness for Life (FF4L) is pleased to announce its new partnership with LifeCents to deliver customized financial wellness solutions to the American worker. By joining forces, the two companies are strengthening their efforts to improve employees’ financial......
iCapital Network Announces Relationship with Bridgewater Associates
Fintech News

iCapital Network Announces Relationship with Bridgewater Associates

Fintech News Desk
by Fintech News Desk0
Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced the expansion of its relationship with Bridgewater Associates (“Bridgewater”), a......
Reliant Funding Announces Steve Kietz as New CEO
Fintech Investments News

Reliant Funding Announces Steve Kietz as New CEO

Fintech News Desk
by Fintech News Desk0
Industry veteran and former Chief Marketing Officer is appointed Chief Executive Officer of the leading alternative finance company Reliant Funding, a leading small business finance company, announced that it has named Steve Kietz to the role of Chief Executive Officer. Kietz previously served as the firm’s Chief Marketing Officer. The industry......
Chase Introduces Slate Edge – a No Annual Fee Credit Card With an Interest Rate Designed to Go Down
Digital Finance Fintech News

Chase Introduces Slate Edge – a No Annual Fee Credit Card With an Interest Rate Designed to Go Down

Fintech News Desk
by Fintech News Desk0
According to Chase Slate Credit survey, 81% of consumers say improving credit is a top priority Chase announced Slate Edge, a new type of credit card designed to help customers reach their financial goals faster. Slate Edge is a unique card designed with an APR rate built to decrease annually......
Fisher Investments Launches Private Client Group in Ireland
Investments News

Fisher Investments Launches Private Client Group in Ireland

Fintech News Desk
by Fintech News Desk0
Firm continues rapid growth and expands to serve Irish individual investors Fisher Investments Ireland Limited—the Ireland-based subsidiary of Fisher Investments and part of the Fisher Investments group of companies, which includes Fisher Investments Norden will begin offering investment management services to high net worth investors and families in Ireland. The announcement follows the firm’s......
ThermoCredit Creates Credit Facility for ASC Partners
Finance Fintech News

ThermoCredit Creates Credit Facility for ASC Partners

Fintech News Desk
by Fintech News Desk0
ThermoCredit LLC, a funding and fintech company, has created a $250,000 line of credit for ASC Partners to fund the growth of their other business interests Thermo Credit LLC has entered into an agreement with ASC Partners to provide a rapid access credit facility. The $250,000 factoring facility has been......
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