Tag:
Fintech
News
401GO Names Brad Sawaya CFO and Marc Jacobs CRO to Support Business Expansion
Leading 401(k) retirement plan provider 401GO announced two executive appointments, Brad Sawaya as Chief Financial Officer (CFO) and Marc Jacobs as Chief Revenue Officer...
News
Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants
In the high-stakes world of private credit, private equity (PE), and venture capital (VC), investment management has reached a critical operational inflection point. While...
News
MoneyLion Launches ‘MoneyLion One’ Premium Membership to Expand Access to Everyday Financial Benefits
Financial technology pioneer MoneyLion, an operating division of consumer digital safety leader Gen Digital Inc., has introduced MoneyLion One. The all-in-one monthly membership model...
Investment and Budget Allocation
SyntheticFi Secures $13 Million Series A to Scale Regulatory AUM Past $2 Billion
SyntheticFi is an institutional asset management platform specialized in tokenized real-world assets (RWAs). The platform raised $13 million in Series A round led by...
News
Fifth Third Unveils Enhanced Banking Platform for Small Businesses
Financial services firm Fifth Third has introduced a new banking platform called Fifth Third for Business that is To be exact designed to fulfill...
Investment and Budget Allocation
Hovde Group Expands Investment Banking Into FinTech and TMT
Hovde Group, LLC. plans to diversify by expanding into the FinTech and TMT markets as a component of its overall growth strategy toward greater...
News
Circles Integrates Airwallex Embedded Finance to Enable Global Digibanking for Telcos
Circles, a significant player in the fintech and telecom convergence space, is partnering with Airwallex to fold embedded finance capabilities into CirclesX SaaS -...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, 1mind, WisdomTree, Halo, Fractal, Coastal Pay, ChurnZero & Alteryx
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor portfolio solutions, intelligent sales automation, embedded...
