Advyzon Announces Auria, New Product for Family Offices & UHNW Clients
Integrated solution from Advyzon Institutional redefines family wealth management
Integrated solution from Advyzon Institutional redefines family wealth management
Fintech startup recognized for embedded marketplace helping community financial institutions improve loan acquisition and member growth
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of LIA Texas, LLC, a respected agency based in Dallas, Texas. This strategic acquisition enhances Inszone’s footprint in Texas, enhancing the company’s ability to provide personalized service and diverse insurance solutions to clients in the Lone Star State. Founded in 1984 by Bobby and Emma Lyons, LIA Texas, LLC—known as Lyon’s Insurance Agency—has built a...
Taurex is pleased to introduce Atmos, an innovative proprietary trading platform that offers skilled traders access to significant trading capital in a secure environment. Atmos is designed to provide ambitious traders with the capital and support they need to excel, all without risking personal funds. Proprietary trading allows traders to utilise a firm’s capital, enabling them to execute high-value trades and capture profits without the financial strain of using personal capital. With Atmos, Taurex aims...
The app connects Americans to a global network offering fast, easy, fee-free international stablecoin-based payments.
The new tool converts complex signature documents into personalized, interactive, and simple questionnaires.
Providing a low-code environment, IO Canvas helps banks accelerate progressive core modernization and uninterrupted business transformation while mitigating financial risks associated with traditional solutions.
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....
Faes & Co: South Carolina-based Petra Loan Servicing has launched a new platform that is built specifically for the private lending sector. The business has been founded and backed by industry veterans who have created a technology-enabled platform that aims to bring loan servicing for the private lending sector into the 21st century. Petra’s CEO, Joe Dillamore, is an Oxford-educated entrepreneur who previously built a private lending business in the United Kingdom. He has raised capital and backing...
Transfero, a leading fintech company specializing in stablecoins for emerging markets currencies, has selected Wormhole as its exclusive interoperability provider. Wormhole, the global leader in cross-blockchain interoperability, will power Transfero’s growing suite of stablecoins across multiple blockchains using its state-of-the-art NTT (Native Token Transfer) framework. Based in Brazil, Transfero has emerged as a major force in the global stablecoin ecosystem. Its flagship stablecoin, BRZ, is the largest non-USD stablecoin globally, with over $200 million in monthly trading volume and more than 1 million...