Tag : investment

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Apex Fintech Solutions and ília Digital Collaborate to Revolutionize Investment Platforms for Financial Institutions
Fintech Investment Services News

Apex Fintech Solutions and ília Digital Collaborate to Revolutionize Investment Platforms for Financial Institutions

Business Wire
by Business Wire0
Leveraging Apex AscendOS APIs to offer tailored, cross-border investment solutions for mutual clients Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, has announced a strategic alliance with ília Digital (“ília”), a leading innovator in digital transformation and bespoke technology design. This collaboration empowers financial institutions in Latin America......
Loan Hunter Launches as an Independent Company, Ushering in a New Era of AI-Driven Credit Portfolio Optimization
Artificial Intelligence Fintech News

Loan Hunter Launches as an Independent Company, Ushering in a New Era of AI-Driven Credit Portfolio Optimization

Cision PRWeb
by Cision PRWeb0
Loan Hunter, a New York-based fintech innovator in credit portfolio optimization, proudly announces its official launch as an independent company. Built by industry experts across public credit, private credit, and BDC investors, Loan Hunter is set to transform traditional approaches taken by credit investment managers by leveraging cutting-edge AI to maximize returns, comply......
Corpay Invests Alongside TPG to Acquire AvidXchange
Digital Payments Fintech News

Corpay Invests Alongside TPG to Acquire AvidXchange

Business Wire
by Business Wire0
Makes $500 million minority investment in take-private transaction with option to acquire 100% Corpay, a leading corporate payments company, announced that it has signed a definitive agreement to make a minority investment in AvidXchange Holdings, Inc (“AvidXchange”) as part of a transaction to take AvidXchange private alongside TPG for $10.00......
Webull Announces Collaboration with Visa
Fintech Investment Services Investments News

Webull Announces Collaboration with Visa

PR Newswire
by PR Newswire0
With Webull and Visa Direct, users can move money to and from investment accounts in real-time Webull, an online investment platform, announced its collaboration with VISA on the Webull US platform. Visa Direct facilitates account funding as well as the movement of funds directly to eligible cards, bank accounts, and wallets. By......
New Benchmarking Survey on Data Modernization from BetaNXT Reveals Growing Investment and Competing Priorities at Data-Minded Financial Services Firms
Fintech Investment Services News

New Benchmarking Survey on Data Modernization from BetaNXT Reveals Growing Investment and Competing Priorities at Data-Minded Financial Services Firms

PR Newswire
by PR Newswire0
As Firms Tackle Legacy ‘Data Chaos’ and Pursue AI Adoption, Industry Pioneers Demonstrate the Value of Focusing on Fundamentals, Talent Strategy and External Partners BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has published its inaugural Data Modernization Benchmarking Survey: Tracking......
Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync
Fintech Investment Services News

Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync

PR Newswire
by PR Newswire0
Thoma Bravo, a leading software investment firm, announced a strategic growth investment of more than $100 million in HubSync, the premier all-in-one tax and accounting platform, automating CPA firms. The investment is expected to accelerate HubSync’s product roadmap and customer service, as well as enable continued growth and innovation. HubSync is......
Kintsugi, the AI-Powered Tax Automation Platform for E-commerce and SaaS Companies, Secures Strategic Investment from Vertex Inc.
Artificial Intelligence Finance Fintech News

Kintsugi, the AI-Powered Tax Automation Platform for E-commerce and SaaS Companies, Secures Strategic Investment from Vertex Inc.

PR Newswire
by PR Newswire0
Leading tax technology provider backs innovative startup transforming tax compliance Kintsugi AI, a cutting-edge tax automation platform, announced today a strategic backing from Vertex Inc. This investment will accelerate Kintsugi’s product development and market expansion, bringing innovative compliance solutions to more businesses across the United States and international markets. Kintsugi......
Apex Fintech Solutions Announces Launch of Advanced Direct Indexing Capabilities
Fintech Investment Services News

Apex Fintech Solutions Announces Launch of Advanced Direct Indexing Capabilities

Business Wire
by Business Wire0
Empowering Advisors and Fintech Platforms with Personalized Portfolio Management, Enhanced Tax Efficiency, and Seamless Scalability Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is thrilled to announce the launch of its advanced Direct Indexing solution, empowering advisors and fintech platforms to deliver personalized, tax-efficient investment strategies......
Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform
Fintech News Trading

Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform

Business Wire
by Business Wire0
Forge Global Holdings, a leading provider of marketplace infrastructure, data services, and technology and investment solutions for the private market, announced it has hired Greg Lee to lead its trading and data platform business. In this role, Mr. Lee will oversee trading, execution and go-to-market for the next generation of......
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