Home Search

base - search results

If you're not happy with the results, please do another search

WEALTHTECH INSIDER: Cash Management & Lending Solutions For Advisors

0
Users of Omaha-based Orion Advisor Solution’s wealth management platform will now have access to cash management and lending solutions for their client thanks to a partnership with New York-based Focus Financial Partners.

Top 5 VC Deals of the Week in the Digital Wealth Sector (2/3/21)

More big money passed hands this past week as we were driving across America from Atlanta to our new home in Bozeman, MT, including an $800M USD deal for a POS retail loan processor and a $400M USD for a Brazilian challenger bank serving South America.

Driving Client Engagement On Social Media

0
To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...

Fintech Luminaries – Meet Ran Harpaz of Hippo

0
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Ran Harpaz, Chief Technology Officer or Hippo, which pushed home insurance into the digital age and made it possible to buy a policy online in less than five minutes. Hippo offers home insurance products coast to coast.
Press Release 3

Social fintech AssetOwner.CO signs up global investors managing more than US$ 5.5 trillion in...

0
AssetOwner.CO, the social collaboration platform for asset owners, announced that it has signed up global investors managing more than US$ 5.5 trillion on the platform, as of January 2021
Press Release 4

LendingClub Closes Acquisition of Radius Bancorp

0
LendingClub Corporation (NYSE:LC) today announced the completion of its acquisition of Radius Bancorp, Inc. and its digital bank subsidiary, Radius Bank ("Radius").
Press Release 1

Dosh Takes Black-owned Business Initiative Nationwide

0
Dosh, the fastest-growing automatic cash back platform that connects thousands of brands and retailers to millions of consumers, today announced a nationwide program that will offer a free advertising campaign to Black-owned businesses trying to spur sales as they reopen their brick and mortar locations throughout 2021.

Publisher Notes For 1/27/21

0
Today is a big day for the Taylor household. We embark on a new chapter of our life - leaving the southern charm of Atlanta for the majestic, wild beauty of Montana on a 2,000 mile road trip with our 15-year old kitty in the back seat. Next week, Digital Wealth News will officially come to you from Bozeman! Getting the long undies ready! In the meantime, we have another great line up of content for you this week. Check it out!

WEALTHTECH INSIDER: The Year of the Breakaway Advisor

0
Orion deemed 2021 “the year of the breakaway advisor” in a recent announcement, noting that it is investing in events, practical guides, pricing deals and a network of firms for advisors to “tuck into” while retaining independence.
Press Release 4

Rellevate and Richard Petty Announce the Richard Petty Icon Gift and Reward Cards

0
Rellevate, Inc., a fintech company dedicated to empowering consumers through leading-edge financial and payment services, announced today a multi-year licensing and distribution agreement with Richard Petty. The partnership will allow fans to buy gift and reward cards depicting Richard Petty, “The King,” an American icon. Petty is the winningest driver in the history of the National Association for Stock Car Auto Racing (NASCAR).