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ComplyAdvantage Fintea Chats: Lucy Heavens on Compliance, Technology and the Future
At the ComplyAdvantage Fintea Chats, Lucy Heavens, founder of Heavens Sent GTM Services, gives refreshingly […]
BofA Names Stephenie Whitfield President of Sarasota/Manatee
Bank of America has named Stephenie Whitfield, Business Banking market executive, president of Bank of America Sarasota/Manatee. She succeeds Erik Vatter, who led the market since 2022 and will focus on his new role of Merrill senior financial advisor.
Zocks Secures $13.8M Series A to Power AI-Driven Client Intelligence for Financial Advisors
Zocks announced it has raised a $13.8 million Series A round led by Motive Ventures
SigFig Expands Engage Platform with New AI Capabilities
SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their […]
1 in 4 Canadian Investors Want Increased Personalization From Their Financial Advisor, Shows New Research From CapIntel
CapIntel, the leading financial technology platform for wealth professionals, released the findings of a new […]
Pros and Cons of Pension Consolidation: Is it the Right Move for Your Retirement?
When you have multiple pension pots The most obvious time to consider consolidating your pensions […]
Finanzguru Raises €13 million in New Funding Led By SCOR Ventures and PayPal Ventures
Frankfurt-based fintech Finanzguru, Germany’s leading open-banking enabled, holistic financial advisor, has raised €13 million led […]
- Lüt Announces Strategic Partnership with Safe Harbor to Expand Access to Compliant Closed-Loop Payments for Cannabis and Specialty Merchants Read more
- Figure Partners with moomoo and Keplr to Expand Global Access to the On-chain Public Equity Network (OPEN) Read more
- OneDome Raises $25M Pre-Series C, Bringing Total Funding to $40M Read more
- intelliflo and Söderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency Read more
- Axiology Secures €5 Million Seed Funding to Accelerate the Modernisation of Europe’s Capital Markets Read more
