Tag : founder and Chief Executive Officer

Confluence Launches Confluence POINT, Bringing AI-Enabled Automation Across Its Product Suite.
Finance Investment Services News

Confluence Launches Confluence POINT, Bringing AI-Enabled Automation Across Its Product Suite.

Business Wire
by Business Wire0
Document validation and intelligence and the Revolution conversational interface are live today; the first in a wave of AI capabilities running within and alongside Confluence’s solutions. Confluence Technologies, Inc. (“Confluence”), a global leader in regulatory, analytics, and investor communications solutions for the investment management industry, announced the launch of Confluence......
Kurv Launches the Kurv Equity Option Income ETF (KEO), Designed to Provide Diversified Exposure with Weekly Income Potential
Finance Investment Services News

Kurv Launches the Kurv Equity Option Income ETF (KEO), Designed to Provide Diversified Exposure with Weekly Income Potential

Business Wire
by Business Wire0
New fund offers investors a single-ticker solution for accessing Kurv’s enhanced income strategies Kurv Investment Management, an asset manager bringing an institutional approach to active ETFs, announced the launch of the Kurv Equity Option Income ETF. Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh......
FinTurk Expands AI-First CRM With FormFiller™ and CashSweep™ Automation Tools for Financial Advisors
Fintech Investments News

FinTurk Expands AI-First CRM With FormFiller™ and CashSweep™ Automation Tools for Financial Advisors

Business Wire
by Business Wire0
New workflows simplify paperwork and cash management, helping advisors streamline operations within a single platform FinTurk, an AI-first CRM built specifically for financial advisors, announced the launch of FormFiller™ and CashSweep™, two new workflow automation tools designed to simplify client paperwork and cash management for registered investment advisors (RIAs). Built directly on......
NETSOL Technologies Added to Russell 3000E and Russell Microcap Indexes
Finance Fintech News

NETSOL Technologies Added to Russell 3000E and Russell Microcap Indexes

GlobeNewswire
by GlobeNewswire0
NETSOL Technologies, Inc., a provider of AI-enabled solutions and services powering OEMs, dealerships and financial institutions to sell, finance and lease assets, confirmed its inclusion in the Russell 3000E Index and the Russell Microcap Index following FTSE Russell’s June 2026 semi-annual reconstitution, effective at the open of U.S. equity markets......
RISR Teams With OnePoint BFG Wealth Partners to Expand Business Owner Planning Capabilities
Fintech Investment Services News

RISR Teams With OnePoint BFG Wealth Partners to Expand Business Owner Planning Capabilities

Business Wire
by Business Wire0
Partnership equips OnePoint BFG advisors with specialized technology to better serve entrepreneurs and accelerate organic growth RISR, a leading business-owner engagement platform for financial advisors, announced it has entered into a partnership with OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm managing more than $16......
Kurv Launches the LCTO ETF, Helping Investors Beat the S&P 500
Finance Investment Services News

Kurv Launches the LCTO ETF, Helping Investors Beat the S&P 500

Business Wire
by Business Wire0
Kurv Investment Management, an asset manager bringing an institutional approach to active ETFs, announced the launch of the Kurv U.S. Large Cap TaxOptimized ETF. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted “Portable alpha strategies have traditionally been accessible primarily to large institutional......
Plasma One Launches to Herald a New Era of Stablecoin Banking
Banking Fintech News

Plasma One Launches to Herald a New Era of Stablecoin Banking

Business Wire
by Business Wire0
Plasma has announced the launch of Plasma One, its flagship financial product designed to make digital dollars usable for everyday spending, sending and earning. Plasma One is designed to make stablecoins feel like money, only better – more accessible, reliable and efficient. For years, stablecoin adoption has been held back by......
Deluxe to Acquire Celero Commerce, Accelerating Transformation Toward Payments and Data Solutions Scale
Digital Payments Finance News

Deluxe to Acquire Celero Commerce, Accelerating Transformation Toward Payments and Data Solutions Scale

Business Wire
by Business Wire0
Advances revenue mix shift toward higher growth Payments and Data segments Expands presence across existing and new attractive merchant processing verticals Combination expected to be accretive to adjusted EPS in first year following closing, extending both revenue growth and adjusted EBITDA margin rates with clear path to ongoing de-leveraging No change......
Portage Point Partners Announces Expanded Partnership with New Mountain Capital and Welcomes Robert Rourke to Board of Directors
Finance Investments News

Portage Point Partners Announces Expanded Partnership with New Mountain Capital and Welcomes Robert Rourke to Board of Directors

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), an advisory, interim management and investment banking firm, announced an expanded partnership with New Mountain Capital, a leading growth-oriented investment firm with approximately $60 billion in assets under management. The investment increases New Mountain’s ownership stake in the firm and builds on the initial......
Portage Point Partners Announces Art Djavairian as Head of Performance Improvement
Banking Investments News

Portage Point Partners Announces Art Djavairian as Head of Performance Improvement

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), a blue chip advisory, interim management and investment banking firm focused on the middle market, welcomes Art Djavairian as Managing Director and Head of Performance Improvement. Art has more than fifteen years of experience designing and delivering large-scale value creation programs in business lifecycle and transaction-driven......
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