represents - FinTecBuzz

Wellesley Hills Financial Represents IRIS CRM in Sale to NMI

BusinessWireJanuary 24, 20224 min

IRIS CRM (“IRIS”), the premier business management and CRM software provider for the payments industry, has been acquired by full commerce enablement platform, Network Merchants, LLC. (“NMI”), for an undisclosed sum. Wellesley Hills Financial, the Boston-based financial technology investment bank, served as IRIS’ exclusive strategic and financial advisor for the transaction. Founded in 2010, IRIS continues to offer best-of-breed business management software for merchant services organizations. The company’s cloud-based platform provides ISOs and other payments processors with the value-added...

Platforms

One Million Small Businesses Worldwide Now on Tide

BusinessWireSeptember 4, 20247 min

Tide, the UK’s leading business financial platform, has reached one million customers (members) globally, a significant milestone for the Company. This includes 650,000 members in the UK, and 350,000 in India, where it launched in December 2022. Tide entered the German market in May, where it has started to roll out its product proposition. More than one in 10 (c.11%) small businesses in the UK use the Tide app. Tide provides a service for small...

Insurance

GoHealth inks agreement to acquire e-TeleQuote

GlobeNewswireSeptember 4, 20245 min

Investment further expands industry-leading shopping, enrollment, and engagement platform, delivering a differentiated experience and driving high quality outcomes while ensuring peace of mind in Medicare consumers’ healthcare decisions

Investments

ICE Launches New Suite of Indices for the Australian RMBS Market

BusinessWireSeptember 3, 20245 min

Intercontinental Exchange, a leading global provider of technology and data, announced the launch of a suite of indices for the Australian residential mortgage-backed securities (RMBS) market. These indices, which are administered by ICE Data Indices, LLC, are accessible in ICE’s Custom Index Tool, which provides a variety of ways to prototype and back test strategies for multiple use cases, including research, benchmark construction, designing new financial products such as ETFs or enabling services such as...

Crypto Currencies

TradeTide’s Automated Trading Bots to Revolutionize Client Experience

GlobeNewswireAugust 29, 20247 min

Leveraging Cutting-Edge Technology to Enhance Trading Efficiency and Maximize Profits for Clients

API

Point Predictive announced the launch of IEValidate™

GlobeNewswireAugust 28, 20246 min

New Zero Friction Method Doubles Coverage At A Fraction Of The Price Of Existing Solutions

Guest Articles

The Four Stages of Card Program Maturity: Card Tech Modernization

Gary SinghAugust 28, 202414 min

Explore the four stages of card tech evolution and unlock significant benefits for your institution.

Investments

DFA Veterans Launch Parkwoods Wealth Partners

BusinessWireAugust 27, 20245 min

New model combines advisor independence with enterprise-level support for DFA-centric firms

Crypto Currencies

CoinFlip Announces Expansion to Mexico

BusinessWireAugust 26, 20247 min

CoinFlip expands its services into its eighth international market outside of the United States as demand for bitcoin and other cryptocurrencies continue to grow globally; Mexico represents CoinFlip’s second expansion in North America, on the heels of successfully launching its Canadian operations in 2022. CoinFlip App facilitates the secure creation of a digital wallet on the blockchain to send and receive international transfers with friends and family anywhere in the world

Investments

Avantax President Todd Mackay appointed as Cetera Solutions President

PRNewswireAugust 23, 20244 min

Andy Watts to lead Cetera's Tax Channel and the Avantax Community

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