Tag : financial technology

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors
Fintech News

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

Fintech News Desk
Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth......
Adyen Empowers Accounting Platform Moneybird to Offer Financial Services
Fintech News

Adyen Empowers Accounting Platform Moneybird to Offer Financial Services

Fintech News Desk
Adyen is rounding out the SaaS platform’s offering with card issuing, accounts, and capital Adyen, the global financial technology platform of choice for leading businesses, announces that software as a service (SaaS) platform, Moneybird, is the latest customer utilizing its newly launched suite of embedded financial products. Designed to simplify......
BankiFi Appoints Fred Dumas as Chairman of North American Operations
Banking Finance News

BankiFi Appoints Fred Dumas as Chairman of North American Operations

Fintech News Desk
BankiFi, a leading provider of embedded banking solutions, has appointed Fred Dumas as the new Chairman of the Board for BankiFi Americas. As chairman, Dumas will be responsible for providing broad institutional guidance and oversight for the North American division. “BankiFi’s growth around the globe has been amazing to watch. Across......
Paysera to Become a Bank in Georgia: Central Bank Grants Licence
Fintech News

Paysera to Become a Bank in Georgia: Central Bank Grants Licence

Fintech News Desk
The Paysera network of financial technology companies is expanding to Georgia, where the first Paysera bank will open its doors. On November 17, 2022, the National Bank of Georgia granted the company ‘Paysera Georgia’ its 15th commercial bank licence and its first digital bank licence. There will be two customer service centres in the......
Mercury Cash Enhances Its Detection and Investigation Process for Digital Assets Through Clain
Cryptocurrency Digital Asset Management News

Mercury Cash Enhances Its Detection and Investigation Process for Digital Assets Through Clain

Fintech News Desk
Clain helps crypto financial institution meet regulatory requirements while offering a secure, streamlined experience from prescreening to ongoing monitoring Clain, an industry-leading provider of crypto compliance solutions, announced that it has partnered with Mercury Cash. Clain is going to help the global cash and crypto management solution screen potential customers, monitor their activity across......
Intuit and Suh Family Foundation Launch National Financial Literacy Program for High School Students
Finance Fintech News

Intuit and Suh Family Foundation Launch National Financial Literacy Program for High School Students

Fintech News Desk
Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, together with the Suh Family Foundation, co-founded by Ndamukong and Katya Suh,  announced a partnership to bring financial literacy education to high school students in some of the nation’s largest school districts in Dallas, Los Angeles, and Oakland. “We are......
Figure Announces Expansion of Digital Fund Listing Business Alongside Leading Asset Managers
Blockchain News

Figure Announces Expansion of Digital Fund Listing Business Alongside Leading Asset Managers

Fintech News Desk
Apollo and Hamilton Lane begin using Figure’s Digital Fund Services Figure Technologies, Inc. announced that leading asset managers Apollo and Hamilton Lane have launched digitally native investment vehicles using Figure’s Digital Fund Services (“DFS”). The DFS platform supports on-chain fund subscriptions as well as ongoing fund operations and administration. In......
Galileo to Power Fintech Pomelo’s ‘Remit Now, Pay Later’ Credit Card to Boost Financial Access
Fintech News

Galileo to Power Fintech Pomelo’s ‘Remit Now, Pay Later’ Credit Card to Boost Financial Access

Fintech News Desk
Pomelo will tap Galileo’s flexible API-enabled platform for first of its kind combined credit and U.S.-based international money transfer service Galileo Financial Technologies, LLC, a leading financial technology company owned and operated independently by SoFi Technologies, Inc., announced that its API-enabled financial technology powers Pomelo, a new charge card that......
ZSuite Tech Finalizes $11 Million Series A Funding Round with Investment from ICBA
Fintech News

ZSuite Tech Finalizes $11 Million Series A Funding Round with Investment from ICBA

Fintech News Desk
Strategic investment accelerates growth, advances product development as company scales to meet explosive demand for industry’s first unbound digital platform for commercial escrow, subaccounting ZSuite Tech, a financial technology company that powers financial institutions with unbound digital accounts encompassing escrow, subaccounting, sub-ledgering, FBO and trust accounts for commercial customers, announced......
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