Puritan Financial Companies, Inc.

puritangroup.com

At Puritan, we are committed to serving our clients with integrity and excellence. Puritan offers personalized service and financial tools that provide security and peace of mind. Whether preparing for retirement, managing retirement, or leaving your legacy, Puritan is dedicated to being your financial partner for life.

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Financial Management, Fintech

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Businesswire | July 27, 2023

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Fintech

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Global Primex, Metropolitan Commercial Bank | July 18, 2022

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Bitcoin and Crypto

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Data Mynt | March 14, 2022

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Financial Management

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Financial Management, Fintech

ICAPITAL LAUNCHES ARCHITECT, A NEW INNOVATIVE PORTFOLIO ANALYTICS TOOL FOR FINANCIAL PROFESSIONALS

Businesswire | July 27, 2023

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, today unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments. Advisors can use Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured i...

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news image

Fintech

GLOBAL PRIMEX LAUNCHES PRIVATE, VIRTUAL PAYMENT PLATFORM VLOAD WITH METROPOLITAN COMMERCIAL BANK

Global Primex, Metropolitan Commercial Bank | July 18, 2022

Global Primex, a privacy-first payments company specializing in secure digital payment solutions for merchants and consumers, today announced the launch of its payment platform VLoad in partnership with New York-based Metropolitan Commercial Bank (NYSE: MCB). VLoad is an innovative online payment method that provides industry-leading privacy and security to consumers and empowers merchants in the VLoad Merchant Network with increased revenue resulting from unparalleled fraud prevention, dispute ...

Read More
news image

Bitcoin and Crypto

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Data Mynt will provide merchants and retailers with a stable and straightforward way to use crypto payment platforms with the help of using the new crypto payment processing solution. The new processing solution will be a game-changer for them to use cryptocurrency payment for products effortlessly. Data Mynt's payment platform solution is a robust in-store and Cloud-native crypto form of payment option. It will be available for global retailers that are designed for seamless integration. Read More

news image

Financial Management

DOCUPACE LAUNCHES NEW PRODUCTIVITY TOOLKIT FOR FINANCIAL ADVISORS AND RIA FIRMS

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Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to digitize, streamline, connect and automate operations. "While much of the financial services industry is a 'sea of sameness,' the RIA universe is vast and diverse, For too long, this has resulted in an...

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C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us