Tag : Investment Services

Banking Fintech Investment Services News

Jill Robiller Joins Ideal CU Team as AVP of Payment Systems

Fintech News Desk
Jill Robiller has joined Ideal Credit Union as AVP of Payment Systems. Robiller has 20 years of experience managing card programs, including credit, debit, merchant and gift cards and overseeing payment systems. Jill Robiller has joined Ideal Credit Union as AVP of Payment Systems. Robiller has 20 years of experience managing card......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
Investment Services News

Pacific Pension & Investment Institute and NAIC Form Groundbreaking Partnership to Address Access & Inclusion in Institutional Investment

Fintech News Desk
The Pacific Pension & Investment Institute (PPI), which convenes global pension and investment leaders representing over $25 trillion in assets under management, advisement and administration, and the National Association of Investment Companies (NAIC), the trade association and largest network of diverse-owned private equity firms and hedge funds, jointly announced today that they......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Investment Services News Trading

Ripple Executive Miguel Vias Joins Linqto

Fintech News Desk
Linqto, a leading digital trading platform for private market securities, today announced Miguel Vias has joined the company as Chief Operating Officer, reporting to CEO and Co-Founder Bill Sarris. In this role, Miguel will utilize his considerable expertise building liquidity for new financial products by working with pre-IPO Unicorns, Secondary Market sellers and......
Investment Services News

Thoma Bravo and Madison Dearborn Partners Complete Investments in Syntellis Performance Solutions, Which Moves Forward as Standalone Company

Fintech News Desk
Market leader in enterprise performance management and analytics solutions leverages new investments to pursue product innovation and broader set of client success initiatives Syntellis Performance Solutions, LLC (“Syntellis”), a leading provider of enterprise performance management (EPM) software, data and analytics solutions, today announced the completion of the previously announced investments......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
Socure Announces Intelligent KYC, Applying Advanced Graph Analytics and Machine Learning to Compliance
Artificial Intelligence Banking Fintech Investment Services News

Socure Recognized as a Gartner Cool Vendor in AI for Banking and Investment Services

Fintech News Desk
Socure, a leader in Day Zero digital identity verification, announced it has been recognized in the April 24, 2020 Cool Vendors in AI for Banking and Investment Services report by Gartner, Inc. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility “By utilizing advanced data science......
Tegra118 Welcomes Tito Singh as Chief Revenue Officer
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
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