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Bitcoin and Crypto
TradeStation Crypto | March 26, 2022
TradeStation, an award-winning*, self-clearing online brokerage, announced today that residents of Puerto Rico are now eligible to apply for a TradeStation Crypto, Inc. account to trade cryptocurrencies. Crypto trading is available in Puerto Rico and much of the U.S. with aggregated liquidity, intelligent order routing, and competitive pricing. TradeStation Securities, Inc. is also licensed and permitted to do business in Puerto Rico, giving TradeStation Securities customers access to trade stoc...
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)...
Fintech
Fulcrum Digital | June 21, 2021
Fulcrum Digital, a leading business platform and digital engineering firm, has recently partnered with SortSpoke, a pioneer in AI/ML-powered cloud-based data Extraction Company. This collaboration will supplement Fulcrum Digital's existing platform ecosystem and digital transformation offerings to provide comprehensive end-to-end insurance, banking, and financial services solutions. Fulcrum Digital is a well-known technology partner for the fintech, financial, and insurance in...
Financial Management
FINTAINIUM and DataSeers | November 22, 2022
Atlanta-based fintech DataSeers and Jacksonville-based FINTAINIUM announce a new partnership to further expand FINTAINIUM's unified cash flow management platform. FINTAINIUM will be using DataSeers' industry leading SaaS solutions like IdentitySeer and ReconSeer to help financial institutions attract, retain, and grow business relationships. DataSeers will be providing essential back-office services and payments capabilities through their platform specifically designed for...
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