Tag : fintech services

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
American Couples Happier Than Ever, Yet Financial Secrets at All Time High, According To TD Bank's Love and Money Survey
Banking Fintech News

American Couples Happier Than Ever, Yet Financial Secrets at All Time High, According To TD Bank’s Love and Money Survey

Fintech News Desk
by Fintech News Desk0
Thirty-two percent of Americans are keeping a financial secret from their partner, despite 75% reporting they are happy in their relationship TD Bank, America’s Most Convenient Bank, announced the results of its seventh annual Love and Money survey, revealing that Americans are contradicting themselves when it comes to how they......
River City Capital Announces New Leadership, New Flexible Loan Options
Capital Markets News

River City Capital Announces New Leadership, New Flexible Loan Options

Fintech News Desk
by Fintech News Desk0
Memphis black-owned businesses get new opportunities When River City Capital Investment Corp. welcomed its new President, Ron Brooks, Jr. late last year, the organization bolstered its status as Memphis’s leading source for small business capital and the region’s only home-grown CDFI. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance Energy Efficiency-as-a-Service Technology Platform......
M & T Takes Steps to Help Customers Meet Short-term Cash Needs and More Easily Manage Personal Finances
Finance News

M & T Takes Steps to Help Customers Meet Short-term Cash Needs and More Easily Manage Personal Finances

Fintech News Desk
by Fintech News Desk0
Bank to Eliminate Non-Sufficient Funds and Overdraft Protection Fees from Linked Deposit Accounts and Reduce Overdraft Charges M&T Bank announced new efforts to limit overdraft-related fees and give customers more flexible options to meet their personal financial needs. These offerings — which include eliminating the non-sufficient funds fee and overdraft......
DailyPay Welcomes Scott Sampson As First Chief Revenue Officer After Record-setting Growth Year
Fintech News Technology

DailyPay Welcomes Scott Sampson As First Chief Revenue Officer After Record-setting Growth Year

Fintech News Desk
by Fintech News Desk0
Sampson brings decades experience from companies like 8×8 and IBM; joins amidst the company’s hypergrowth DailyPay, the industry-leading technology platform that’s disrupting the financial system, announced that Scott Sampson joins the company as Chief Revenue Officer, reporting to Founder and CEO Jason Lee. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance......
EasyKnock Completes $57 Million Series C Funding Round to Help More Homeowners Achieve Their Financial Goals
Fintech Fintech Funding News

EasyKnock Completes $57 Million Series C Funding Round to Help More Homeowners Achieve Their Financial Goals

Fintech News Desk
by Fintech News Desk0
Contributing Investors Include Blumberg Capital, Gaingels, Moderne Ventures, QED Investors, and Viola FinTech EasyKnock, the leading residential sale-leaseback platform, announced a $57.2 million funding round from a large group of new and existing investors with participation from Blumberg Capital, Gaingels, Moderne Ventures, QED Investors, and Viola FinTech. Some notable individual investors also......
Compliancy Group Announces Aldrich Capital Partners Has Committed To Invest $75 Million
Investment Services News

Compliancy Group Announces Aldrich Capital Partners Has Committed To Invest $75 Million

Fintech News Desk
by Fintech News Desk0
Compliancy Group, a leading healthcare compliance Software-as-a-Service (SaaS) business, announced it closed a significant investment from Virginia-based growth equity firm, Aldrich Capital Partners. Aldrich Capital Partners has committed to invest $75 million. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance Energy Efficiency-as-a-Service Technology Platform Compliancy Group is a market leader in......
Santa Cruz County Bank Hires Senior Vice President, Product and Digital Transformation Manager, Paul Happach
Banking Fintech News

Santa Cruz County Bank Hires Senior Vice President, Product and Digital Transformation Manager, Paul Happach

Fintech News Desk
by Fintech News Desk0
Santa Cruz County Bank , with assets over $1.7 billion, is a top-rated community bank headquartered in Santa Cruz County. The Bank is pleased to announce that Paul Happach has joined as Senior Vice President and Product and Digital Transformation Manager. Mr. Happach maintains his office at the Bank’s 75 River Street Santa......
Finotta Partners With First United Bank & Trust For Investment And Launch Of Personalization Technology
Banking Investment Services News

Finotta Partners With First United Bank & Trust For Investment And Launch Of Personalization Technology

Fintech News Desk
by Fintech News Desk0
Finotta, the emerging leader in mobile banking personalization, announced that it has partnered with First United Bank & Trust, a $12.5B privately held bank headquartered in Durant, Okla., to launch its Personified platform to their digital banking customers. The partnership moved First United to the front of the line to receive Finotta’s......
LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development
InsurTech News

LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development

Fintech News Desk
by Fintech News Desk0
Industry veteran brings 30+ years of success in wealth management to new role LIBRA Insurance Partners, one of the nation’s largest insurance marketing organizations, announces Jonathan Jacobs as new Senior Vice President of Business Development. In this new role, Jacobs will lead a team of relationship directors and interface with the distribution......
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