Tag : founder and CEO

GReminders Engagement Survey Reveals Advisors Are Using AI to Transform Client Relationships and Streamline Operations
Artificial Intelligence Finance News

GReminders Engagement Survey Reveals Advisors Are Using AI to Transform Client Relationships and Streamline Operations

Business Wire
by Business Wire0
Findings highlight notable productivity gains within three months of adopting AI-powered automations across advisory workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, released the results of its latest engagement survey, revealing the significant impact of its technology on advisory operations and client experiences. The findings......
Kikoff and TheGuarantors Partner to Help Renters Build Credit
Digital Payments Finance News

Kikoff and TheGuarantors Partner to Help Renters Build Credit

Business Wire
by Business Wire0
Partnership provides free rent reporting, including up to two years of past payments, to help renters build credit while securing housing Kikoff, a financial technology company focused on helping consumers build credit and achieve financial security, announced a partnership with TheGuarantors, a certified B Corp and the nation’s leading lease......
Cryptio Raises $45m Series B as Digital Assets Move Into Regulated Financial Markets
Blockchain Finance News

Cryptio Raises $45m Series B as Digital Assets Move Into Regulated Financial Markets

Business Wire
by Business Wire0
The system of record for tokenized finance – ERP infrastructure for institutions operating in digital assets Cryptio, a leader in financial data transformation and enterprise resource planning (ERP) applications for regulated digital assets, announced a $45 million Series B funding round co-led by BlackFin Capital Partners and Sentinel Global, with......
Ncontracts Releases 2026 State of Third-Party Risk Management Survey Report
Artificial Intelligence Finance News

Ncontracts Releases 2026 State of Third-Party Risk Management Survey Report

Business Wire
by Business Wire0
AI vendor risk ties cybersecurity as top concern for the first time, even as most institutions admit they aren’t ready to manage it Ncontracts, the leading provider of integrated compliance, risk, and vendor management solutions to the financial services industry, released the 2026 State of Third-Party Risk Management Survey —......
Verituity Advances Confidence-Based Verification at the Point of Payout
Banking Digital Payments News

Verituity Advances Confidence-Based Verification at the Point of Payout

Business Wire
by Business Wire0
Enhanced Payment Method Verification addresses coverage gaps and incomplete data at the moment funds leave the organization Verituity, a leading provider of intelligent, verified payouts solutions, announced an expansion of its verification framework with confidence-based Payment Method Verification at the point of payout. Building on its long-standing verification framework, the......
Toronto Fintech Wisesheets Makes Institutional-Grade Financial Data Accessible to Individual Investors for Under $10 Per Month
Finance Fintech News

Toronto Fintech Wisesheets Makes Institutional-Grade Financial Data Accessible to Individual Investors for Under $10 Per Month

GlobeNewswire
by GlobeNewswire0
Wisesheets, a financial technology company founded in Toronto, is challenging the dominance of legacy financial data providers by offering individual investors access to institutional-grade market data directly inside Microsoft Excel and Google Sheets for under $10 per month. For decades, accessing comprehensive financial data — including real-time stock metrics, historical......
CAPX Declares the Beginning of the End of Relationship-Driven Middle-Market Lending
Banking Finance News

CAPX Declares the Beginning of the End of Relationship-Driven Middle-Market Lending

Business Wire
by Business Wire0
Digital Credit Marketplace Scales National Network of 190+ Lenders, Positioning for Breakout Growth in 2026 CAPX is staking out a new category in 2026: the digital operating system for middle-market credit. CAPX replaces the opaque, relationship-dependent lending model with a structured, data-driven marketplace that connects middle-market borrowers directly to 190+......
Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026
Finance Investment Services News

Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026

Business Wire
by Business Wire0
Leading portfolio analytics platform introduces game-changing new features and shares 2026 roadmap Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to......
Uzum secures over $130 million in strategic investment led by the sovereign entities of the Sultanate of Oman
Finance Investment Services News

Uzum secures over $130 million in strategic investment led by the sovereign entities of the Sultanate of Oman

PR Newswire
by PR Newswire0
Uzum, Uzbekistan’s leading digital ecosystem, is pleased to announce the closing of a strategic investment exceeding $130 million, anchored by the sovereign entities of the Sultanate of Oman (the “Investor”). The transaction combines primary equity and structured capital and establishes a $2.3 billion pre-money valuation reference point, with conversion terms......
Evervault Raises $25M in Series B Financing to Deliver End-to-End Encryption for Highly Sensitive Data
Artificial Intelligence Finance News

Evervault Raises $25M in Series B Financing to Deliver End-to-End Encryption for Highly Sensitive Data

Business Wire
by Business Wire0
Led by Ribbit Capital, new round brings total funding to $46 million Evervault, the developer-first platform for encrypting and orchestrating sensitive data, announced it has raised $25 million Series B financing led by Ribbit Capital with participation from Index Ventures, Sequoia Capital, Kleiner Perkins and Operator Partners. The round brings......
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