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Financial Finesse Ventures invests in OfColor

PRNewswireJuly 12, 20236 min
With Second Investment, Financial Finesse Ventures Sets Its Sights on Closing America’s Racial Wealth Gap. Financial Finesse Ventures, a first-of-its-kind venture arm devoted to elevating fintech solutions with high social impact, a new investment in OfColor: A bold, minority-owned financial wellness platform that is available to all, but is unapologetically focused on the financial empowerment of employees of color. Founded in 2022, Financial Finesse Ventures is fully funded by Financial Finesse—the country’s leading independent provider...
Financial Software

Fintech FinFit Launches Employee Savings Accounts Program

PRNewswireAugust 31, 20203 min
FinFit, a FinTech company that provides over 150,000 employers with a unique financial wellness benefit platform, today announces the launch of the first employee savings account program in the financial wellness industry which allows employers to contribute. With this benefit, employers will be able to match up to 100% when their employees fund their FinFit savings account. Allowing employees to allocate a portion of their paycheck to savings will both automate the process and establish...
Asset Management

Sequoia Financial Group Recognized by Schwab Advisor Services with 2019 Best-in-Business IMPACT Award™

PRNewswireNovember 6, 201912 min
Sequoia Financial Group (Sequoia) was honored yesterday by Schwab Advisor Services with the 2019 Best-in-Business IMPACT Award™. Sequoia provides passionate, fee-based services to clients seeking comprehensive planning – with an eye for detail and a flair for the inventive. Sequoia’s ability to innovate across operations and grow while determined to provide exceptional client value earned it the Best-in-Business IMPACT Award™. Today, Sequoia has offices in Ohio, Michigan, and Florida and has doubled its AUM in...
Payment PlatformPayments

Purchasing Power® Acquires DoubleNet Pay Technology Platform

FTB News DeskOctober 24, 20187 min
Atlanta-Based Purchasing Power, LLC to Offer Innovative Financial Services Platform to Help Employees Save for Goals and Pay Bills Purchasing Power®, an employee purchase program offered as a voluntary benefit, has closed on its first-ever acquisition by purchasing the software technology assets of DoubleNet Pay, Inc., an Atlanta-based fintech company. Closed on Sept. 28, the acquisition provides innovative technology for Purchasing Power to present automated savings and bill-paying capabilities to its ecosystem of large U.S. employers and...
Investments

Spectrum Investment Advisors announces new hires

PRNewswireMay 20, 20245 min
Spectrum Investment Advisors is thrilled to announce the exciting three additions to our firm. Spectrum continues to grow and seek individuals who bring not just talent, but also heart. These new hires exemplify this perfectly, possessing both a relentless work ethic and a deep care for their colleagues and our mission. Max Flanagan, AAMS®, CFP® hired as Wealth Manager Max is licensed as an Accredited Asset Management Specialist (AAMS®) and Certified Financial Planner (CFP®). Max started at...

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