fbpx
Press Releases
14 January 2021

DriveWealth’s acquisition of Cuttone & Co. brings pioneering technology for global retail investors to the floor of the NYSE

by INSART

DriveWealth’s acquisition of Cuttone & Co. brings pioneering technology for global retail investors to the floor of the NYSE

DriveWealth, a leading global brokerage infrastructure platform, announced the acquisition of Cuttone & Company, a globally-respected New York-based institutional broker dealer, thus bringing its pioneering technology to the floor of…
> Find Details
Press Releases
12 January 2021

Retail Investors Finish 2020 Strong as DriveWealth Sees Record 4Q Activity for Account Openings, Asset Growth, Number of Trades, and Volume Traded

by INSART

Retail Investors Finish 2020 Strong as DriveWealth Sees Record 4Q Activity for Account Openings, Asset Growth, Number of Trades, and…

According to new data released by DriveWealth, retail investing finished strong in 2020 as a heavy news cycle comprised of the U.S. presidential election, COVID-19 vaccine rollouts, notable IPO happenings,…
> Find Details
Press Releases
7 January 2021

BNPL player Uplift secures $68m credit line

by INSART

BNPL player Uplift secures $68m credit line

Uplift announced they have secured a new $68 million credit line from Atalaya Capital Management.
> Find Details
Press Releases
7 January 2021

Twenty Over Ten Unveils New Website as Part of Refreshed Brand

by INSART

Twenty Over Ten Unveils New Website as Part of Refreshed Brand

Twenty Over Ten, an FMG Suite company, today announced the launch of a refreshed brand and revamped website at www.twentyoverten.com.
> Find Details
Press Releases
9 December 2020

Private Client Resources (PCR) And d1g1t Form Strategic Alliance To Deliver Integrated Solution To Wealth Management Firms With Worldwide Reach

by INSART

Private Client Resources (PCR) And d1g1t Form Strategic Alliance To Deliver Integrated Solution To Wealth Management Firms With Worldwide Reach

Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management…
> Find Details
Press Releases
3 December 2020

AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names Bill Dwyer Advisory Council Chairman

by INSART

AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names…

AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, announced the expansion of its Advisory Council to include Dan Kreuter, Founding Partner of the Gladstone Group and Founder of DAK Associates,…
> Find Details
Press Releases
1 December 2020

FMG Suite Announces Acquisition of Twenty Over Ten

by INSART

FMG Suite Announces Acquisition of Twenty Over Ten

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced it has completed the acquisition of Twenty Over Ten, a company delivering…
> Find Details
Press Releases
19 November 2020

Smarsh Announces Direct Carrier Capture Support for T-Mobile For Business; Empowers T-Mobile for Business Customers to Meet Compliance and E-Discovery Obligations

by INSART

Smarsh Announces Direct Carrier Capture Support for T-Mobile For Business; Empowers T-Mobile for Business Customers to Meet Compliance and E-Discovery…

Smarsh announced direct carrier capture and archiving support for T-Mobile for Business. Smarsh helps regulated organizations capture, archive and search text messages to meet regulatory compliance mandates and e-discovery challenges.
> Find Details
Press Releases
2 November 2020

Foreside Acquires ICSGroup

by INSART

Foreside Acquires ICSGroup

Foreside Financial Group, LLC announced that it has acquired the regulatory compliance business of Integrated Compliance Solutions Group (ICSGroup).
> Find Details
Press Releases
29 October 2020

LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020

by INSART

LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020

LifeYield LLC, the market leader in cloud-based solutions helping advisors maximize retirement income for their clients, reports that advisors using LifeYield’s Social Security Advantage® tool between July 1, 2020, and…
> Find Details