ComplySci and Apex Enter Partnership
The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with the Peak...
FICO Survey Finds Shadow Banking Siphoning Bank Customers
While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...
Curv Raises $23M Series A Round; Launches tX to Accelerate Institutional Adoption of Digital...
NEW YORK, July 1, 2020 /PRNewswire/ -- Today Curv, the world's most trusted digital asset security infrastructure, announced it raised $23M in Series A funding with investment...
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
Digital Wealth News Launches AI & Finance™
Publisher's Note: After a short soft launch period, we're now proudly announcing the rollout of our new powerhouse media brand - AI & Finance™! ...
Taking a Leap: A Tech-Driven Liquidity Solution for Homeowners
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...
In One Word: TEACHER
By Michael Partnow
My amazing wife MaryAnn is better known to many as Miss MaryAnn. I cannot imagine how...
After Receiving $120 Million Investment, ComplySci Expands Board of Directors
ce again on the move. After receiving a $120 million growth equity investment from global private equity firm K1 Investment Management, ComplySci has announced the expansion of its Board of Directors.