LUMIQ and Automated Data announce a partnership

LUMIQ, a leading data and analytics company, has announced a partnership with Automated Data Inc. (ADI) to facilitate improved business value by enabling seamless data integration for Financial Services institutions. LUMIQ provides automated data ingestion and transformation tooling, while ADI offers a scalable data connectivity platform. This collaboration makes it easy for businesses to effortlessly onboard, ingest, transform, and merge internal and external data sources at scale, enabling transformative growth through actionable insights. Shoaib Mohammad,...

Mako Fintech and PortfolioAid Announce Strategic Partnership

Today, Mako Financial Technologies, Inc. (“Mako”) and Portfolio Aid Inc. (“PortfolioAid”) are proud to announce a new strategic partnership to expand their integrated service offerings. This partnership will offer advisors and wealth managers best-in-class WealthTech solutions that will streamline KYC workflows for client onboarding, portfolio construction, account servicing, and on-going compliance management. PortfolioAid provides wealth compliance technology featuring product risk ratings, trade supervision, portfolio suitability modeling, and KYP management tools. Developed for all compliance stakeholders...

Richard White Acquires Corporate KYC Leader Kyckr Limited

Kyckr, the corporate KYC company providing businesses with legally-authoritative real-time data on prospective and existing customers and suppliers, has been acquired by Australian tech-entrepreneur and WiseTech Global Limited founder Richard White through his personal investment vehicle RealWise KYK AV Pty Ltd. Kyckr provides companies with real-time access to aggregated corporate Know Your Customer (KYC/KYB) and Ultimate Beneficial Owner (UBO) data from over 300 company registries and primary regulated sources around the world, enabling them to...

Finli Raises $6M to Bring Mobile-First Payment Management

Finli, a payment management platform built for service-based small businesses in the US, has announced today the close of its $6 million Seed fundraising round, led by the Urban Innovation Fund. Motley Fool Ventures, M13, Alumni Ventures, and all existing investors also participated in the round. The new injection of funds will be used to expand Finli’s team and business banking capabilities, moving towards becoming a holistic financial services solution. According to the U.S. Small Business...

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