Banking & Financial Services News
Get a balanced look at what’s new in the banking and financial services industry. This section features information about commercial banking services and products, credit unions, credit card companies, cryptocurrency, compliance issues and news from banking and financial service companies.
The Mortgage Calculator Delivers Real-Time Jumbo Loan Rates with Over 5,000 Loan Program Options
The Mortgage Calculator now offers live jumbo loan rates updated in real time across 5,000+ loan programs. Borrowers can access competitive solutions for high-value properties, including full documentation and Non-QM options tailored to self-employed individuals. - November 16, 2024 - Mortgage Calculator Company LLC
Area Insurance Professional Receives “Noble Achievement Award”
Neil Bruce Porter Receives Highest Honorary Award from American Equity, a Top Fixed Index Annuity Provider American Equity Investment Life Insurance Company®, a leading issuer of fixed index and fixed rate annuities, announces Neil Bruce Porter, President, Advisor, and Founder of The Resource... - November 15, 2024 - The Resource Center, Inc.
HafeziCapital Expands International Feasibility Study Services to MENA in Key Sectors: Farming, Ports, Education, Hospitals, Infrastructure, and Oil & Gas
HafeziCapital, a leading international consulting firm renowned for its expertise in structuring and conducting in-depth Feasibility Studies, proudly announces the expansion of its International Feasibility Study services to address critical sectors in the Middle East, Asia Pacific, Latin America,... - November 12, 2024 - Hafezi Capital LLC
NAFA Honors Passionate Industry Champion Rod Mims with 2024 Bo Johnson Spirit Award
NAFA, the National Association for Fixed Annuities, presented revered distribution leader Rod Mims with the 2024 Bo Johnson Spirit Award for Lifetime Achievement for his unwavering commitment to the financial services industry. - November 11, 2024 - NAFA, National Association for Fixed Annuities
Bank-Ordered Auction: IntegriCo Composite Plant Equipment to Sell to Highest Bidder – Thursday November 7, 2024 10:30AM CST
IntegriCo Composites Inc.’s plant equipment is up for a bank-ordered auction on November 7 at 10:30 AM. All equipment will be sold to the highest bidder, offering an exceptional opportunity for those in recycling and composite manufacturing. The plant, a leader in converting landfill-bound plastics into high-strength composites, will hold an in-person inspection on November 6 from 9 AM - 4 PM at the Sarepta, LA facility. Don’t miss this unique chance to acquire advanced recycling assets. - October 31, 2024 - Bonnette Auction Company
Alfa Pride Financial Launches The Fundability System® - Transforming Access to Cash and Credit for Business Owners
Alfa Pride Financial's Fundability System® offers business owners unprecedented access to financing, including SBA loans, credit lines, and vendor credit with no personal guarantee. With one-click approvals and expert coaching, this system simplifies funding to help businesses grow. - October 31, 2024 - Alfa Pride Financial
FLAACOs Partners with Sparx as Official Financial Guarantee Partner for ACOs
Sparx’s hybrid credit product supports ACOs in managing risk with backing from the Florida Association of ACOs - October 29, 2024 - Florida Association of ACOs
Dan Lounsbury Family Office Expands Services with Ultra High Net Worth Division in Cayman Islands
The Dan Lounsbury Family Office has announced the launch of its new Ultra High Net Worth (UHNW) division, marking a significant expansion of its services. This specialized division is dedicated to providing expert guidance and support to clients seeking a foothold in the Cayman Islands, offering... - October 27, 2024 - Dan Lounsbury Family Office
Metaprise Launches AI-Powered Autopilot Feature to Automate Profit Strategies
Metaprise, a leader in AI-powered AR/AP automation and global financial solutions, is thrilled to announce the launch of its newest innovation: Metaprise Autopilot. This advanced AI solution is designed to digitize not just financial processes but entire profit models, helping businesses unlock new... - October 25, 2024 - Metaprise
Bowtie Announces Public Release of DDQ AI: Advanced DDQ Automation
Streamlining Operational Due Diligence with Unmatched Precision and Speed for Asset Managers - October 24, 2024 - Bowtie
Luneta Home Loans, LLC Announces New Leadership and Strategic Initiatives
Luneta Home Loans, LLC announces its new leadership team, including President Eric Halliday, CFO Rob Crawley, and COO Nathan Wagner, bringing a wealth of experience and launching strategic initiatives to drive company growth and innovation. - October 21, 2024 - Luneta Home Loans
Lend Bucket Launches Comprehensive Credit Builder Program to Help Businesses Build Strong Credit
Lend Bucket's Credit Builder Program helps new and established businesses boost their credit by over 100 points in 2-3 months. With three tiers—Installment Flex, Installment Zone, and Revolving Flex—the program reports to Experian, Dun & Bradstreet, and Equifax. Designed to improve business credit fast, this program opens doors to larger loans, better terms, and long-term financial growth. Build business credit with Lend Bucket and unlock new opportunities for expansion. - October 16, 2024 - Lend Bucket
Lend Bucket Expands Merchant Cash Advance Services and Launches Exclusive Territory Ownership Opportunities
Lend Bucket offers fast and flexible business lending solutions, specializing in Merchant Cash Advances (MCA) with approvals in 24 hours and funding up to 30% of monthly revenue. We also provide a Credit Builder Program to help businesses improve their credit. With our expansion into exclusive territory ownership and AI-powered funding tools, Lend Bucket is your trusted partner for business growth. Visit lendbucket.com for more details. - September 30, 2024 - Lend Bucket
A-Team Group Names Winners of Its Data Management Insight Awards - USA for 2024
A-Team Group has announced the winners of its Data Management Insight Awards - USA 2024. - September 26, 2024 - A-Team Group
PayCourt Named One of 2024 Best Workplaces in Illinois
PayCourt, a government collections company, has been named one of the Best Workplaces in Illinois for 2024 by Best Companies Group. The company earned a 97% overall score in the workplace assessment. - September 25, 2024 - PayCourt
Blu Opportunity Announces Opening of Loan Pipeline
Offering affordable, no-hidden-fee residential solar financing, Blu Opportunity, a pioneering fintech company, has announced that it has originated the first loans as part of their new initiative to provide transparent, affordable financing to solar contractors. - September 25, 2024 - Concord Servicing
Winbrook's 60th Anniversary Ushers in Bold Rebrand
Winbrook Celebrates 60 Years of Excellence and Unveils Bold Rebrand for the Future Marking a milestone in the industry, Winbrook announces a fresh new look and continued commitment to their clients’ success. - September 23, 2024 - Winbrook
Weclose Launches: a New Way to Simplify Residential Real Estate Closings in Ontario
Weclose, a new legal service in Ontario, simplifies residential real estate closings with transparent fixed-rate pricing and professional legal support. Founded by Michael Wills, Weclose offers in-person and virtual appointments, ensuring a smooth, hassle-free experience for home buyers, sellers, and refinancers across the province. - September 22, 2024 - Weclose
Aconomy Launches Innovative Platform for Advancing Cryptocurrency Management
Aconomy launches its innovative platform featuring Earn, Exchange, Card, and Marketplace. This secure, user-friendly ecosystem transforms digital asset management, offering opportunities to maximize returns, trade major cryptocurrencies, use crypto like cash, and shop globally. With a focus on privacy and top-tier security, Aconomy bridges traditional and digital finance, providing a complete solution for modern financial needs. - September 21, 2024 - Aconomy
transmodus Completes Acquisition of 360-Five Digital
transmodus has acquired 360-Five Digital, integrating its merchant and contract portfolio into Linked2Pay, their all-in-one payment platform. This acquisition includes all assets and key employees of 360-Five Digital, enhancing transmodus’ growth strategy and expanding their portfolio. The company’s portfolio encompasses a wide array of resellers, delivering comprehensive payment processing solutions across multiple industries. - September 18, 2024 - linked2pay
ENACOMM Financial Services, Inc. Becomes “emerie.ai®,” the Name Synonymous with the FinTech Company’s Advanced AI-Based Intelligent Virtual Assistant
Changes name after nearly four decades to reflect the core role of artificial intelligence in its suite of solutions for the financial services industry. - September 17, 2024 - emerie.ai
GiGCXOs Launches AICompliance360: A Game-Changer for Broker-Dealer and Investment Adviser Compliance
Say Goodbye to Expensive Hourly Rates with AI-Powered Flat-Fee Solutions - September 16, 2024 - GiGCXOs
My Retirement Network Introduces Free Webinars for 2025, Targeting Large Audiences Including Federal Agencies, Educational Outlets, and Corporations
My Retirement Network, a leading provider of financial literacy resources, is proud to announce the launch of a series of free educational webinars in 2025, tailored to large audiences such as federal agencies, educational institutions, and corporate entities. - September 16, 2024 - My Retirement Network
FMPay Empowers UK Small Businesses with Simple & Secure Payment Solutions
FMPay, a licensed payment provider, is excited to announce its launch, offering small businesses across the UK a simple and secure way to handle payments. With no monthly fees, competitive transaction rates, and advanced fraud protection, FMPay is designed to help small businesses manage payments efficiently and affordably. - September 06, 2024 - FMPay
Ember Group Consulting Launches, Offering Transformative Solutions for Businesses
Ember Group Consulting LLC, a new global consulting firm specializing in organizational transformation and adaptive workforce solutions, officially launched today. The firm partners with visionary leaders to drive sustainable change and empower teams for peak performance. Leading Ember Group... - September 04, 2024 - Ember Group Consulting LLC
Versailles Group, Ltd. Announces the Successful Sale of MSK Precision Products, Inc. to CORE Industrial Partners Portfolio Company Precision X Group
Versailles Group, Ltd. announced the successful sale of MSK Precision Products, Inc. to PrecisionX Group, a portfolio company of CORE Industrial Partners. MSK, known for precision machining and assembly in sectors like medical and aerospace, was sold by Brinkman International Group as part of a strategic realignment. The acquisition will enhance PrecisionX's capabilities, expanding its reach in high-growth markets. Versailles Group acted as the exclusive financial advisor for the transaction. - September 04, 2024 - Versailles Group Ltd.
Planixs Realiti Poised for $1 Quadrillion Transaction Value
Planixs is the market leader in real-time, intraday cash, collateral, and liquidity management solutions. The fintech is delighted to announce a major milestone as its flagship product, Realiti, is poised to break through over $1 quadrillion in annual transaction value from customers across the... - September 04, 2024 - Planixs GRP Ltd
LetKnow Pay to Relaunch Bulgarian Blockchain Association, Aims to Restore Confidence in Blockchain Technology
LetKnow Pay, a leading EU-licensed and regulated crypto payment services provider, has announced its initiative to relaunch the Bulgarian Blockchain Association. - August 30, 2024 - LetKnow Pay
Onqix Revolutionizes Trading: Commission-Free, Subsecond Algorithmic Trading for All
Onqix today announced the launch of its groundbreaking trading platform, designed to democratize access to sophisticated algorithmic trading tools and help more people build financial security. Just as innovative companies revolutionized money management and private equity, Onqix is democratizing access to advanced trading strategies - completely commission-free. - August 28, 2024 - Onqix
Samsara Management Launches Wraith Capital Advisory Services to Revolutionize Debt Solutions
Samsara Management Inc. has launched Wraith Capital Advisory Services Inc., a new division focused on providing bespoke debt solutions for lower and middle-market transactions. Wraith Capital will offer customized financial products, including senior secured debt and mezzanine financing, supporting deals from $10 million to $500 million. The division will also assist regional banks with liquidity issues by purchasing notes and helping manage reserves. - August 28, 2024 - Samsara Management.com
Prism Tax & Accounting Services Welcomes Jennifer L. Kammeyer, CPA
Prism Tax & Accounting Services Welcomes Jennifer L. Kammeyer, CPA, to Anacortes Team - August 26, 2024 - Prism Tax and Accounting Services, LLC
Winbrook Donates $1,200 Worth of Items to the Italian Home for Children
Winbrook Inc., a leading provider of print and promotional product sourcing, brand management, and logistics, is proud to announce a generous donation of over $1,200 worth of items to the Italian Home for Children, located in Jamaica Plain, MA. This donation included a variety of toys, writing utensils and bags for the children, as well as thoughtful gifts for the dedicated staff. - August 24, 2024 - Winbrook
FSQN Token Raises Over $300k in Private Sale, Readies for Public Offering
Following the success of its private sale, where Fasqon raised over $300,000, the company is excited to announce the details of the upcoming public sale of its FSQN tokens. Fasqon, a leader in blockchain-based messaging and neobanking, proudly shares this milestone as a step towards transforming... - August 21, 2024 - Fasqon
Williams Asset Management Named Winner of the 2024 Baltimore Sun’s Best of Baltimore Award for the Second Year in a Row
Williams Asset Management is proud to announce that it has been named the 2024 Baltimore Sun’s Best of Baltimore Award winner. This recognition marks the second consecutive year that Williams Asset Management has received this honor, solidifying its position as a leading financial services... - August 19, 2024 - Williams Asset Management
Apiria Finance Leads with Robust Technological Advancements and Enhanced Fraud Prevention in Home Improvement Lending
Apiria Finance introduces an enhanced Loan Origination System and strengthened fraud prevention to improve efficiency and security in home improvement lending. By addressing key issues highlighted in recent industry reports, Apiria aims to refine lending processes and safeguard transactions, solidifying its role in the financial services sector. - August 15, 2024 - Apiria Finance
Invoiv.com Launches to Revolutionize Cash Flow Management for Small and Medium Businesses
New SaaS Platform Offers SMBs Innovative Tools for AP and AR, Helping Them Get Paid Up to 5X Faster. - August 13, 2024 - Invoiv.com
Metaprise to Use Currencycloud to Transform Cross-Border Payments for E-Commerce Businesses
Metaprise, a leading financial management solution platform, has announced it will use Currencycloud, a Visa solution, to promote global growth opportunities for US-registered e-commerce businesses. E-commerce businesses often encounter significant challenges when conducting operations... - August 13, 2024 - Metaprise
Reach Reporting Unveils AI Financial Reporting
Reach Reporting has launched its AI-Enhanced Reporting feature for all paid users. This innovation aims to revolutionize financial data presentation by providing precise, timely, and actionable insights. The AI technology eliminates guesswork in reporting, enhancing analytical capabilities for financial professionals. - August 08, 2024 - Reach Reporting
NexGen Networks Unveils Significant Fiber Capacity Upgrade to New York & New Jersey Metro Area Network Infrastructure
This enhancement is part of NexGen Networks' ongoing commitment to delivering cutting-edge technology solutions and exceptional service to its clients. NexGen’s strategic partnership with Infinera, a leader in intelligent transport networks, leverages innovative technologies to further enhance the capabilities of its upgraded infrastructure, ensuring superior performance and reliability. - July 26, 2024 - NexGen Networks
The Center for Cyber Diplomacy and Leadership (CCDL) Announces Strategic Partnership with George Washington University
The Center for Cyber Diplomacy and Leadership (CCDL), a pioneering initiative dedicated to enhancing global cybersecurity cooperation and leadership, particularly among African nations, is proud to announce its strategic partnership with The George Washington University School of Business (GWSB)... - July 24, 2024 - CCDL
Recordsure Launches Free AI Meeting Notes
Recordsure launched its new AI meeting notes feature, which is available free of charge to all Recordsure clients. This new feature allows financial services firms to turn their client conversations into compliant, actionable summaries – all achievable 80% faster than traditional manual admin methods allow. To celebrate this milestone, Recordsure also released open-source AI meeting code to everyone for free, levelling the GenAI meeting notes playing field. - July 15, 2024 - Recordsure
NexGen Networks Drives Strategic Action to Enhance Value and Customer Success
Strategic Initiatives Focused on Technology Advancements, Cybersecurity, and Customer Support - July 12, 2024 - NexGen Networks
Williams Asset Management Unveils a Dynamic Rebrand, Including a New Logo, Color Palette, and Website
Williams Asset Management, a leading investment firm in Columbia, Maryland, is proud to announce the launch of its rebranding initiative. This significant initiative marks a step forward for the company and includes the introduction of a new logo, a fresh color palette, and a redesigned website,... - June 28, 2024 - Williams Asset Management
Spring EQ Adds Fixed-Rate HELOC to Home Equity Loan Suite of Products
Spring EQ, a leading provider of home equity financing solutions, announced today that it has added Fixed Rate Home Equity Line of Credit (HELOC) products to its range of home equity and mortgage solutions. The Fixed-Rate HELOC product will offer 15-, 20- or 30-year terms, and be available across... - June 19, 2024 - Spring EQ
BDA Advises Amartha on Capital Raise from a Consortium Led by Accion
BDA Partners is pleased to announce that its client, Amartha, an Indonesian microfinance technology company, has successfully raised growth capital in a funding round led by Accion Digital Transformation Fund, with participation from Maj Invest and Women’s World Banking. The investment aims... - June 18, 2024 - BDA Partners Ltd
SaferMobility Announces Kevin Mullins as New CEO
SaferMobility, LLC appoints Kevin Mullins as CEO, bringing nearly 20 years of banking and leadership experience. Mullins, who has been a pivotal board member, will guide the company through its next phase of growth and innovation. His extensive background, including over 15 years as CEO of multiple companies, will drive the success of flagship products SafeBanker® and SafeResource®, which enhance employee protection and operational efficiency for financial institutions. - June 12, 2024 - SaferMobility
Williams Asset Management Announces the Promotion of Karissa Goessl to Director of Operations
Williams Asset Management is pleased to announce the promotion of Karissa Goessl from Investment Operations Specialist to Director of Operations. In her new role, Ms. Goessl will oversee the firm's client services department and securities trading, bringing her extensive experience and commitment... - June 07, 2024 - Williams Asset Management
Deschutes Investment Consulting Advisor Phil Sherman Wins National Award for Outstanding Plan Participant Service
Deschutes Investment Consulting is thrilled to announce that Phil Sherman, CFP®, CPFA®, NQPC™ one of our distinguished advisors, has received a national award for his exceptional service to 401(k) plan participants. This prestigious accolade, presented by Planadviser, acknowledges Phil's dedication to delivering outstanding education and support to retirement plan participants. - June 06, 2024 - Deschutes Investment Consulting, LLC.
Charles L. Cooper Honored as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide
Charles L. Cooper of Greeley, Colorado has been recognized as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. Cooper Charles L. Cooper is... - May 31, 2024 - Strathmore Worldwide
Kris Maksimovich of Global Wealth Advisors Honored in Forbes Best of State for 2024
Global Wealth Advisors, a provider of financial services with offices in Texas, Pennsylvania and Colorado, announced that Kris Maksimovich has been named to the Forbes list of Best in State for 2024*. This marks the fourth time that Kris has received this distinction. The list is published on... - May 17, 2024 - Global Wealth Advisors