Tag : wealth management

Giles Colwell Joins BlockFi as Head of North America and LATAM Institutional Distribution
Banking Cryptocurrency Fintech News

Giles Colwell Joins BlockFi as Head of North America and LATAM Institutional Distribution

Fintech News Desk
by Fintech News Desk0
BlockFi has also made several senior hires to focus on continued global growth of the company BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, named Giles Colwell as Head of North America and LATAM Institutional Distribution. BlockFi also announced additional executive appointments in North......
Access Softek
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVestTM

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union, has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
KOHO Launches Instant Pay Ushering In A New Era Of Payroll Infrastructure
Fintech News

KOHO Launches Instant Pay Ushering In A New Era Of Payroll Infrastructure

Fintech News Desk
by Fintech News Desk0
KOHO is making everyday a pay day for individuals all over the country. Furthering their commitment to equip all Canadians with control over their finances, the Toronto based Fintech has launched Instant Pay with select partners and users. Breaking the mold of the current payroll infrastructure, Instant Pay allows employees to access......
seaboardfcu
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVest

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union ($181 million in assets), has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
DeFi Technologies Announces LOI to Acquire DeFi Yield Technologies Inc.
DeFi News

DeFi Technologies Announces LOI to Acquire DeFi Yield Technologies Inc.

Fintech News Desk
by Fintech News Desk0
Company also announces board approval of options repricing DeFi Technologies Inc. is pleased to announce that it has entered into a letter of intent (the “LOI“) to acquire 100% of the issued and outstanding securities in the capital of DeFi Yield Technologies Inc. (“DeFi Yield“) (the “DeFi Yield Acquisition“). DeFi Yield......
Cosaic Announces Appointment of Chief Operating Officer
Banking Fintech News

Cosaic Announces Appointment of Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Joerg Ruetschi brings operational excellence to accelerate growth across both ChartIQ and Finsemble product lines. Cosaic, a fast-growing fintech company that provides workflow solutions for the finance industry, has announced the appointment of Joerg Ruetschi as Chief Operating Officer. Based out of Cosaic’s London headquarters, Ruetschi has over 20 years of experience building, scaling,......
85% of Deposits Now Made Digitally at Bank of America as Growth in Client Engagement with Digital Continues
Banking Fintech News

85% of Deposits Now Made Digitally at Bank of America as Growth in Client Engagement with Digital Continues

Fintech News Desk
by Fintech News Desk0
Clients enjoy individualized experiences through digital, and the ease and convenience of managing their financial lives anywhere and anytime Digital engagement continues to grow rapidly at Bank of America, with more clients making online and mobile primary channels for more of their banking and lending with Bank of America and......
ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors
Fintech Investments News

ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors

Fintech News Desk
by Fintech News Desk0
Founder and Chairman of Smarsh and CMO of Advisor Group to Provide Strategic Guidance to ComplySci Executive Team, Supporting Company’s Continued Expansion Board Additions Follow $120 Million Growth Investment in ComplySci by Leading Private Equity Firm, K1 Investment Management  ComplySci, the leading provider of regulatory technology and compliance solutions for......
Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital
Fintech News

Mako Fintech Secures $2 Million Seed Funding Led by Desjardins Capital

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a financial technology platform that automates wealth management processes, announced today it has raised a $2-million seed round to fund key additions to the Mako team and support a number of critical customer demands, product development and growth initiatives. The financing was led by Desjardins Capital, with participation......
GenXFinancial Announces Acquisition Of Boston Partners Financial Group
Fintech News

GenXFinancial Announces Acquisition Of Boston Partners Financial Group

Fintech News Desk
by Fintech News Desk0
Advisor Group-Affiliated Firm Oversees Over $9 Billion in Total Client Assets and Supports 180 Independent Financial Professionals GenXFinancial to be Largest Super-OSJ Affiliated with Advisor Group’s Royal Alliance Subsidiary GenXFinancial (GenX), a premier wealth management firm specializing in continuity, succession planning and facilitating growth for NextGen financial professionals, announced its......
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