Initial Capital

Financial Management

Trilogy Financial Services | August 29, 2022

Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these firms to continue its dedication to helping everyday Americans get access to financial advice and ensure their clients have a trusted advisor for life. "We are excited to welcome both E. F. Heagen & Associates and Mand...

Core Banking, Fintech

Bond | September 09, 2022

Bond Financial Technologies Inc., the leading embedded finance platform, today unveiled the industry's first white label solution that allows B2B SaaS platform providers to launch their own commercial charge cards without writing a single line of code. With a fully featured, branded platform including built-in compliance and requiring minimal engineering effort, SaaS companies can unlock new revenue streams, build brand loyalty, and meet their customers' needs by offering better and more...

Core Banking

BancTrust | May 13, 2022

BancTrust & Co. Investment Bank (BancTrust), a leading global emerging markets investment bank, today announced the launch of BancTrust Securities USA (BancTrust USA), its U.S. broker-dealer affiliate. BancTrust USA is a member of Financial Regulatory Authority (FINRA) and is registered with the Securities and Exchange Commission (SEC). BancTrust USA is based in New York City and will represent BancTrust with U.S. institutional investors and major U.S. institutional investors ...

Financial Management, Investment Management

PRnewswire | May 18, 2023

Hilltop Securities Inc. has selected global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), to provide new regulatory communications tools, expanded market coverage, and solutions to help transform the communications experience for advisors, correspondents, and investors while driving engagement and greater digital adoption. "We are always looking for new capabilities that help our advisors and correspondents grow their business, differentiate themselves in...