Cetera Strengthens Business Development with New Recruiting Leader
July 1, 20204 min
John Pierce Appointed Head of Business Development
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
July 1, 202014 min
WEX Inc, a leading financial technology service provider, announced today it has agreed to a $400 million dollar investment from an affiliate of Warburg Pincus LLC (together with its affiliate, “Warburg Pincus”) which includes convertible notes in an aggregate principal amount of $310 million and $90 million in common stock through a private placement (the “Private Placement”). The Private Placement is subject to customary closing conditions and is expected to close in the next several...
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates
June 29, 202014 min
With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship through a single, seamless, technology-driven experience, becoming the platform of choice for all growth-focused advisory firms.
Kasasa Ranks Third in Austin Business Journal’s “2020 Best Places to Work in Austin”
June 25, 20203 min
Company recognized among large businesses for the sixth year in a row
EasySend, Partners With KPMG
June 24, 20203 min
EasySend partners with KPMG to change the way financial service enterprises deal with paperwork. EasySend empowers insurance and financial service companies to digitalize any paperwork-based process in a matter of days, including claims, policy issuance, customer onboarding, document submission, and remote servicing. By converting paperwork into engaging digital journeys, EasySend enables enterprises to engage with customers, gather data, optimize and drive revenue growth. No coding required.Fintech News The future of paperwork is digital Everybody hates paperwork....
The StacKz Savings App, Created to Encourage Black Economic Change
June 20, 20205 min
StacKz, LLC, a Black-owned business, seeks early stage investors after State of Delaware EDGE Grant program is suspended due to COVID-19 pandemic
Investment Will Accelerate Privacy-First Customer Identity Platform with Strategic Acquisitions
Financial Technology Innovator Koosha Azim Co-Authors Stablecoin Book
June 19, 20203 min
Koosha Azim, a financial technology innovator known widely for his early entry into the field of cryptocurrency, has co-authored a cohesive stablecoin book with Alyze Sam and Adam Alonzi. The team’s book, entitled Stablecoin Economy: Ultimate Guide to Secure Digital Finance, is a reference for anyone seeking knowledge on the topic of stablecoins or decentralized banking. The team’s previous book had been publicly endorsed by John McAfee: “Unbiased, great guides, complex charts broken down, easy to understand information for beginners to...
Company invites individual and institutional investors, as well as advisors and analysts, to attend real-time, interactive presentations on VirtualInvestorConferences.com
Pagaya Announces $102 Million Series D Funding Round
June 18, 20205 min
Forever-changing asset management, Pagaya sets a new standard with its technologyMega funding round amid global economic crisis signals heightened demand for Pagaya’s data-driven investment strategies Pagaya reopens consumer credit ABS market with an unprecedented $200 million ABS, yet again proving the resilience of its AI-based offering