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FinLync | May 10, 2021
FinLync, a privately held, global fintech company transforming corporate finance and treasury offices through its world-class products, today announced that it has closed on a $16M equity funding round. Point72 Ventures led the financing and included investments from Nyca Partners, former CFO of Palantir and Founding Partner of Friends & Family Capital Colin Anderson, and Plaid Founder William Hockey. FinLync brings speed, simplicity and greater transparency and control to fin...
PR Newswire | July 31, 2020
OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...
FINANCIAL MANAGEMENT, FINTECH
Intrinio | September 16, 2022
Intrinio is proud to announce their partnership with CFRA, a leading provider of independent research and analysis. Intrinio is pleased to undergo a new partnership with CFRA, an independent research firm that provides financial analysis and data for the global investment community. The partnership will allow Intrinio users to access CFRA’s rigorous standardization methodology, which has been used to provide industry-leading ETF expertise since 2002. The new c...
California Mortgage | January 06, 2022
California’s mortgage relief program for homeowners is now easily accessible as it started releasing and accepting applications online. The program will benefit tens of thousands of struggling homeowners. The program is arranged to repay overlooked mortgage payments or reverse mortgage arrearages during the COVID-19 pandemic. Homeowners can obtain information on eligibility requirements and apply methods at CaMortgageRelief.org. The California Mortgage Relief Program aims to...
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