David Allen Capital, Inc.

Investments

Wealthbox | March 10, 2022

Wealthbox, a leading CRM software platform for financial advisors, announced today that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity investment. Founded by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamli...

Financial Management

Jack Henry & Associates, Inc. | September 05, 2022

Jack Henry & Associates, Inc.®m announced today that it has closed its previously announced acquisition of Payrailz, adding the company's next-generation digital payment capabilities to Jack Henry's payments ecosystem. Payrailz provides cloud-native, API-first, AI-enabled consumer and commercial digital payment solutions and experiences that enable money to be moved in the moment of need. Acquiring Payrailz supports Jack Henry's technology modern...

Cision PR Newswire | October 05, 2020

Broadridge Financial Solutions, Inc. A global Fintech leader, has announced a collaboration with PPI AG, the Hamburg, Germany-based payments consultancy and supplier, to launch a joint payments initiative for banks and financial institutions in Europe. Many banks are currently facing major challenges in payments processing, driven by recent and ongoing market changes, such as the implementation of PSD2, SEPA ISO migration, TARGET2 and SWIFT ISO20022 migration, while also responding to national p...

Core Banking, Fintech

CSI | February 09, 2023

Computer Services, Inc. (CSI) informed on February 8, 2023, that it helped ECHO Health, Inc. and MOCA Financial, Inc. form relationships with financial institutions to launch banking-as-a-service (BaaS) and payments initiatives by providing a comprehensive suite of prebuilt open APIs. CSI's state-of-the-art API allows for easy, secure, and audited access to a wide range of products, including but not limited to account opening, deposits, savings, payments, cards, identity ve...