Parent company of bitcoin life insurer Meanwhile Insurance gives US investors exposure to BTC with added conservative BTC yield
New tool helps financial professionals illustrate value of tax deferral and impact on client portfolios
Options Technology, the leading Capital Markets services provider, today announced the promotion of Laura McCann to the position of Chief Financial Officer (CFO). The appointment comes as Jon Lambert, who has served as CFO since January 2016, transitions to Senior Vice President (SVP) of Corporate Development, focussing on the firm’s partnerships, mergers and acquisitions (M&A). Laura has held the post of VP Corporate Controller since joining the company in 2016, where she quickly made significant contributions...
The modern custodian adds software integration partners across financial planning, CRM, reporting, and risk analysis to help advisors save time and streamline their practice.
Mulberri, an AI-driven embedded business insurance platform for small and medium enterprises, announced its $6.75 million Series A led by Eos Venture Partners, with participation from existing investors Hanover Technology Management, MS&AD Ventures, and Altamont Capital Partners (via insurance enterprises in its portfolio). Zach Powell, General Partner of Eos Venture Partners, will join Mulberri as a board member. Founded in 2021, Mulberri provides custom-fit solutions for small and medium enterprises through deep partnerships in the...
Golub Capital provides a lead investment in Ruby Re
Usio, Inc:, a leading FinTech company that operates a full stack of integrated, cloud-based electronic payment and embedded financial solutions, announced the appointment of Mr. Jerry Uffner, an accomplished leader with a proven track record of driving payment operation revenue growth, as Senior Vice President of Card Issuing Sales. Before joining Usio, Mr. Uffner held the position of President at Tern Commerce, Inc, an early-stage fintech payment company where he helped spearhead the launch of...
New tool uses large language models (LLMs) to speed up Airwallex’s Know your Customer (KYC) assessment, helping customers get up and running faster. Early results show an average 50 percent reduction in ‘false-positive’ alerts for a key component of Airwallex’s due diligence process. This is the first of several AI tools that Airwallex will roll out, including new product features and operational enhancements. Airwallex shared data on the impact of a new generative AI tool...
Extend Partner BMO becomes first card issuer to enable virtual cards as an option for vendor payments from within Concur Invoice Additional banks to be enabled over the coming months Extend, a leading virtual card and spend management platform, today announced it has embedded its virtual card functionality into Concur Invoice. This is the first fully embedded virtual card experience that keeps customers immersed in Concur Invoice from registration through payment. It also represents the...
Empowering companies to unlock credit capacity through innovative collateral and credit solutions.