Wisconsin Financial Group

Investments

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...

Financial Management, Fintech

PR Newswire | August 24, 2023

FullCircl, the Customer Lifecycle Intelligence (CLI) platform that helps financially regulated businesses do better business, faster, has announced the acquisition of W2 Global Data Solutions, a provider of real-time digital solutions for global regulatory compliance. The acquisition strengthens FullCircl's compliance suite and accelerates the company's ambition to become the market leader in smart customer onboarding solutions for regulated businesses. With expansive da...

Financial Management, Payments

Businesswire | July 21, 2023

CSI, a leading provider of end-to-end fintech and regtech solutions, announced today its instant payments offering is live through the Federal Reserve’s FedNowSM Service. Enrollment is available now for CSI’s NuPoint® and Meridian core platform customers in line with the FedNow Service’s launch. The FedNow Service is a new payment infrastructure that allows U.S. financial institutions (FIs) of all sizes to provide safe and efficient instant payment services...

Core Banking

Equifax, AccountScore | February 10, 2021

In order to improve Open Banking and insights competences of the company, Equifax, Inc. (NYSE: EFX) has recently acquired AccountScore Holdings Limited, a transaction data analytics company. This acquisition will help the company to enhance commercial and consumer products offerings. This would be made possible with the assistance of AccountScore in combining Equifax’s traditional credit bureau information with bank transaction data. This integration also bene...