Wealth One Bank of Canada

FUNDING, WEALTH MANAGEMENT

Tally | October 04, 2022

Tally, the financial automation company that pioneered a new approach to addressing the nation’s $900 billion credit card debt crisis, announced today that it has raised $80 million in Series D funding, led by Sway Ventures with participation from Menora Mivtachim. Previous investors Kleiner Perkins, Andreessen Horowitz, Shasta Ventures and Cowboy Ventures also took part in this round. Tally will use the funding to continue to grow the business and further expand its automated debt pay-dow...

FINANCIAL MANAGEMENT

WBI and Pacer ETFs | November 21, 2022

WBI, an invest-tech and fintech company, and Pacer a 9-time award winning exchange traded fund provider, today announced a strategic partnership to transform how financial advisors interact with clients to personalize and implement model portfolios. WBI is a 2-time award winning fintech platform offering investment technology that optimizes multi-manager portfolios that target loss or return. With inputs from the client and assistance from a financial advisor, the platform’s...

PAYMENTS

Qualpay | October 07, 2021

Qualpay, a leading provider of integrated omnichannel payment solutions, today announced the addition of text-to-pay to its payments processing platform. The announcement is the latest development in Qualpay's mission to provide modern and seamless payment solutions for a rapidly changing business landscape. In the past 12 months alone, Qualpay has continued to provide customers with added conveniences, including making payments via mobile device and with Google Pay, ACH or credit card.
Read More

JP Morgan | May 14, 2020

JP Morgan is reportedly serving bitcoin exchanges – Coinbase and Gemini – as banking clients, according to Wall Street Journal sources. It’s the first time the US banking giant has taken on crypto clients. The exchanges were approved in April as customers under the bank’s corporate and investment division, and are now starting to process transactions through the bank, per the report. Traditionally fenced out by banks as clients too risky to take on – B...