Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI), the leading advocacy organization for independ...
TIFIN Give, the modern donor-advised fund platform designed for wealth organizations to drive growth through philanthropy, announced a new partnership wi...
Kroll, the leading independent provider of global financial and risk advisory solutions, announced the launch of new practices - Kroll Economics an...
Prizm Insurance, Inc. announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors ...
PNC Bank announced that customers who use online banking can now digitally open individual brokerage accounts through PNC Wealth Management. The function...
FlexTecs, a leader in recovery audit, contract compliance, and payment accuracy software and solutions, announced a strategic investment from Cohere Capi...
Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-wor...
Feedzai, the leading AI-native RiskOps platform for financial crime prevention, and Matrix USA, a leader in advisory and technology services for the fina...
T. Rowe Price, a global asset management firm and a leader in retirement, has launched Income Solver® through its fintech subsidiary Retiree Inc...
Emagine announces that it has entered into an agreement to acquire Waada The Movement, a Netherlands-based consultancy specialising in business tra...
PhotonPay, a leading stablecoin-centric global digital financial infrastructure, announced the successful completion of its tens of millions of USD ...
PointsKash Inc., an emerging fintech innovator redefining how consumers and merchants transact, has signed a new Independent Software Vendor (ISV) agre...
AmeriServ Financial, Inc. and SB Value Partners, L.P. ("SBV") announced that they entered into an agreement that amends and restates the previously ...
Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, annou...
Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in...
GigaStar, a startup bringing YouTube Creators and Investors together, announced that serial media company entrepreneur Scott Kitun has joined the team as...
National accounting and consulting firm Novogradac has promoted four principals to partner, effective January 1, as part of its continued investmen...
Marshall, a top mortgage, banking, and fintech leader, along with Sagent's best-in-class team of mortgage servicing and fintechspecialists, will work clo...
Bain & Company announced the appointment of Nicolas Willemot as Global Head of its Consumer Products practice. The move reinforces the firm's commitm...
The global FinTech funding environment is entering a more disciplined and structurally different phase, as investors reassess risk, returns, and the sust...
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