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Fintech
HES FinTech, Ondato | March 24, 2021
Ondato and HES FinTech, two major technology providers, formed a strategic alliance today to achieve synergy in assisting financial institutions on their digital transformation journey. These tech giants' collaboration would benefit their clients and the software industry as a whole: • HES and Ondato are part of a one-stop-shop trend: banks and fintechs can now combine compliance monitoring and configurable loan origination tools quickly and easily. • The allia...
Financial Management
Quavo, Inc | December 02, 2021
Today, FinTech provider Quavo Fraud & Disputes announced the company completed a Series A financing round led by FINTOP Capital. The Series A completion is a testament to Quavo's recent and potential growth as the world's only provider of fully automated, cloud-based fraud and dispute management SaaS offerings for issuers. Quavo's chargeback management offering for issuing FinTechs and financial institutions is unique in requiring zero upfront implementation costs ...
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...
Wealth Management
Secfi | September 28, 2022
Secfi, the leading provider of equity planning, today announced the launch of Secfi Wealth, offering personalized financial advice, investment management, and access to alternative investments opportunities for those with startup equity. As a registered investment advisor (RIA), Secfi will now expand on its equity planning expertise to provide comprehensive financial advice and ongoing investment management specifically for the startup community. Equity is the most exciting yet da...
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