WELCOME TO The capital REPORT
Elisabeth Dana, Founder at Infinity Circle Fintech Innovation, was a former wealth management banker at Barclays. She has spent two decades of her professional career in finance with a passion for technology. Sh...
Chargezoom | September 18, 2021
Chargezoom, a leading platform for managing billing and payments, today announces their partnership with PAYARC.
"We are very happy to have PAYARC as a partner because they are a great example of a payment processor who listens to their customers and is proactive in offering services that merchants really want," says Matt Dubois, CEO of Chargezoom. "They know that servicing merchants is the ultimate goal and by bringing their merchants automation solutions they can ...
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...
CORE BANKING, FINANCIAL MANAGEMENT
Atomic | August 24, 2022
Atomic, the market-leading provider for payroll connectivity, has been named the winner of the sixth annual FinTech Breakthrough Awards for "Best Banking Transaction Solution". This award comes on the heels of the company's $40 million Series B funding round, further validation of Atomic's cutting edge and consumer-friendly payroll solutions.
"This is an incredible milestone for our company and recognition of our team's hard work creating f...
PineBridge Investments | June 07, 2022
Global asset manager, PineBridge Investments Ireland Ltd., has announced that it has been appointed as the investment manager for the Parentum PineBridge Latin America Corporate Bond, a UCITS fund domiciled in Luxembourg. PineBridge has also partnered with Administradora General de Fondos Security S.A. (AGF Security) to manage the day-to-day portfolio of over $4 billion.
Pine Bridge specializes in active, high-conviction investing. The UCITS fund was established on July 5th, 2016 ...
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