Tag : financial health

EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
Oak Valley Community Bank Announces Promotion
Banking Lending News

Valley First and Oak Valley Community Bank Partner on Community Investment

Fintech News Desk
Valley First Credit Union recently accepted its first mission-based deposit from Oak Valley Community Bank in support of the Credit Union’s Community Development Financial Institution (CDFI) initiatives. Social investing typically opens doors for organizations, like Valley First, to continue programs and offerings that are community-minded and help people gain better......
Brightside Accelerates Plans to Help Employers Provide Financial Care to Employees with $33M in Series B Funding
Finance Fintech Funding Fintech Startups News

Brightside Accelerates Plans to Help Employers Provide Financial Care to Employees with $33 Million in Series B Funding

Fintech News Desk
Led by Obvious Ventures, investment supports expansion of Brightside’s proprietary Financial Care model to employers and their employees’ families amidst record inflation and increased economic hardship Brightside, the leading financial care platform for employers, announced it has raised $33 million in Series B funding. The round was led by Obvious Ventures,......
Finotta Promotes Eric Swanson to Chief Technology Officer
Fintech News

Finotta Promotes Eric Swanson to Chief Technology Officer

Fintech News Desk
Embedded fintech provider expands executive team as demand for personalized financial guidance tool grows Finotta, a provider of embedded fintech for digital banking, announced the promotion of Eric Swanson to Chief Technology Officer. Swanson has been with Finotta since 2021, serving most recently as Head of Engineering. “Passionate craftsmanship is......
Atomic and Aise Partner to Further Improve Financial Health for Employees
Fintech News

Atomic and Aise Partner to Further Improve Financial Health for Employees

Fintech News Desk
Atomic and Aise join hands to provide deeper financial insights and advantages to employees through employer-offered financial wellness benefits Atomic, the market-leading provider of payroll connectivity, is announcing its partnership with Aise, a B2B2C fintech financial wellness solution that markets to employers interested in offering their employees a pathway to......
Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds
Digital Finance News

Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds

Fintech News Desk
Bank of America and Charles Schwab Rank Highest in a Tie in Digital Participant Satisfaction While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn......
Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health
Finance News

Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health

Fintech News Desk
Expanded benefit program partners include virtual behavioral healthcare company Talkspace and healthcare firm Aetna Participation extends to all of the nearly 2,300 Advisor Group employees and families Advisor Group, the nation’s largest network of independent wealth management firms, announced the launch of a comprehensive wellness program to provide physical, mental and......
Fintech Innovations, like Digit, may Boost Consumer Savings and Improve Financial Health
Fintech News

Fintech Innovations, like Digit, may Boost Consumer Savings and Improve Financial Health

Fintech News Desk
Two-thirds of Americans are not considered financially healthy (source). A new study from the Financial Health Network, “Building Consumer Savings with Fintech Innovations”, shows the positive impact new technology can have on consumers’ financial health and money saving behaviors. Among the study’s key findings: the amount consumers save significantly increases......
Affinity Plus Eliminates Non-Sufficient Fund Fees, Reduces Overdraft Fees
Finance News

Affinity Plus Eliminates Non-Sufficient Fund Fees, Reduces Overdraft Fees

Fintech News Desk
First credit union in state to make these moves to protect more vulnerable members; changes fuel financial health of growing membership Affinity Plus Federal Credit Union (Affinity Plus), one of the fastest growing credit unions in Minnesota, just became the state’s first to both eliminate outdated non-sufficient funds fees (NSFs) and......
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