Financial Services - FinTecBuzz

Kaiko closes $24 million to scale crypto financial data services

PRNewswireJune 24, 20216 min

Kaiko, the leading cryptocurrency market data provider, announced today a $24 million Series A funding round led by global financial services investors Anthemis and Underscore VC. Point Nine, Alven and Hashkey Capital also joined the round, bringing to the table an international investor base with a strong background in fintech, financial services, software and crypto. Kaiko’s mission is to be the foundation of the digital finance economy by serving as a single source for consolidated financial market...

Virtual Banking

Agora Services Adds Board Advisors and Senior Advisors to Assist Financial Institutions

BusinessWireApril 17, 20206 min

Agora Services, the leading provider of digital platform banking solutions, adds two board advisors and two senior advisors to assist the company in providing digital banking offerings to financial institutions. The new Agora Services team members will help guide the company, its partners and customers to deliver the highest level of digital banking technology. One example is Agora Junior, which offers an unplugged digital banking account for parents and teens to better fit their unique needs;...

Asset Management

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

PRNewswireJanuary 9, 20204 min

Envestnet, Inc. (NYSE: ENV) today announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that help them meet the growing demands of managing their businesses — so they can focus on helping their clients achieve financial wellness,” said Aaron Bauer,...

In-House Features

Is Fintech the Future of Financial Industry Services

Chandrima S.January 6, 202013 min

Risk Management

TCS Positioned as a Leader in Financial Crime and Compliance Operations Services by Everest Group

PRNewswireDecember 11, 20195 min

Tata Consultancy Services' End-to-end Compliance Framework, Domain Capabilities, and Investments in Blockchain and Cloud Solutions, Cited as Key Strengths

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...

Banking Banking Platform

Leading “Fintech” Financial Technology Company Offers Bank-like Services to the Unbanked

FTB News DeskOctober 18, 20187 min

ViViPAY partners with Sport Club Corinthians Paulista to launch the “Timão Card” ViViPAY, a leading “Fintech” Financial technology company with over 15 years of experience in the financial market, has signed a partnership with the Sport Club Corinthians, Paulista. The agreement creates the “Timão card by ViVi”, which provides a digital wallet linked to a prepaid Mastercard, that gives Corinthian fans a low-cost option to having a traditional bank account. “The focus of this partnership...

Guest Articles

Why Financial Institutions Need an Industry-Specific Approach to Benchmarking Customer Interactions

Rick DeLisiOctober 16, 202411 min

Financial institutions need industry-specific benchmarks to measure customer interaction value and drive loyalty effectively.

Banking

Alerus Financial Corporation Acquires HMN Financial, Inc.

BusinessWireOctober 11, 20246 min

Alerus Financial Corporation and its wholly owned subsidiary, Alerus Financial, National Association, announced they have completed the previously announced acquisition of HMN Financial, Inc. and its wholly owned subsidiary, Home Federal Savings Bank (together, “Home Federal”). Under the terms of the transaction, HMN Financial, Inc. merged with and into Alerus Financial Corporation, and Home Federal Savings Bank merged with and into Alerus Financial, National Association. The all-stock transaction is valued at approximately $128.8 million as...

Investments

Dynasty Financial Partners Closes Minority Private Capital Raise

BusinessWireOctober 9, 20245 min

Dynasty Financial Partners announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors and members of its Board of Directors supported the round, as well as three strategic investors, including existing investor The Charles Schwab Corporation and new investors BlackRock and J.P. Morgan Asset Management. All proceeds from the investment round will go directly into Dynasty’s business to enhance its platform which helps its clients build better businesses...

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