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FINANCIAL MANAGEMENT

Card Curator and Invstr Ltd. | September 09, 2022

Card Curator, an app that informs rewards credit cardholders on how to earn the most out of their purchases without spending more, and top-rated U.S. investment and financial education app Invstr, have partnered together to help Invstr users make sharper decisions on their daily card spending with Card Curator’s award-winning credit card recommendation tool. Invstr users will no longer have to play the painful guessing game of which credit cards to use on purchases, as the t...

FINANCIAL MANAGEMENT, WEALTH MANAGEMENT

Taulia and Standard Chartered | September 22, 2022

Taulia, a leading provider of working capital solutions, and Standard Chartered have signed a memorandum of understanding (MoU) to collaborate across a range of working capital finance solutions, with an initial focus on the provision of supply chain finance and dynamic discounting. This marks the first MoU that Taulia has signed with a banking institution, following SAP’s acquisition of Taulia. As part of the agreement, both parties will look to offer supply chain finance a...

PAYMENTS

SimplePin | February 22, 2022

Insurance giant CapriCMW has selected SimplePin Inc., the leading cloud-based digital payments platform in the insurance industry, to transform the digital payment landscape. The mission is to automate financial processes and ultimately transform their entire customer experience. SimplePin is known for building the leading premium payments platform in North America. CapriCMW has come up with a solution that would reduce their cost of processing, automate the accounting process and...

WEALTH MANAGEMENT

TownSquare Capital | July 04, 2022

TownSquare Capital (TownSquare), a boutique, full-service investment and trading platform with an institutional attitude on portfolio construction, was acquired by Orion Advisor Solutions, a leading developer of transformative wealth tech solutions for fiduciary advisors, today. Details of the transaction won't be made public. "Today, we officially add TownSquare to our wealth management business, creating more value for advisors seeking a highly integrated,...