Lastest from Businesswire
RFG Advisory Launches Refreshed Brand to Redefine Advisor Experience
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #FinancialAdvice--RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today launches its new website to properly reflect a reimagined platform. The RFG Advisor experience is designed to empower independent Advisors to build their business without compromise and deliver exceptional support for their clients. RFG’s modern approach to Advisor support introduces a future-forward model that allow
Jackson Study Reveals Vast Underestimation of Healthcare and Long-Term Care Costs in Retirement Planning
LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), today released key findings on how retirees and financial professionals perceive healthcare risk and the associated impacts on retirement income planning, including costs of healthcare and long-term care. The study is the third installment of Jackson’s Security in Retirement Series, conducted in partnership with the Center for Retirement Res
Blackstone and Vista Equity Partners Complete Acquisition of Smartsheet
BELLEVUE, Wash.--(BUSINESS WIRE)--Smartsheet, the AI enhanced enterprise grade work management platform, today announced the completion of its acquisition by funds managed by Blackstone (“Blackstone”) and Vista Equity Partners (“Vista”) in a transaction valued at approximately $8.4 billion. The transaction was previously announced on September 24, 2024, and approved by Smartsheet stockholders on December 9, 2024. With the completion of the take private transaction, Smartsheet stockholders are e
Chartis Research Executive Brief Details Provenir ‘Best-in-Class’ Capabilities for Credit Risk and Fraud Mitigation
PARSIPPANY, N.J.--(BUSINESS WIRE)-- #AI--As financial institutions endeavor to balance risk with opportunity across credit, fraud, and identity/compliance, a new executive brief from Chartis Research details the most crucial technology capabilities to address key and emerging credit decisioning use cases. Organizations must verify identity quicker, detect fraud earlier, and make more accurate credit decisions overall. The Chartis Research brief outlines key requirements for “best-in-class” decisionin
AltaOne Partners with Marstone to Launch Seamless Digital Wealth Management Solution for Members
NEW YORK--(BUSINESS WIRE)-- #banking--AltaOne Federal Credit Union is excited to announce a new chapter in financial empowerment by partnering with Marstone, Inc., a leading digital wealth management solutions provider, to bring an innovative and accessible wealth management experience to its members. This collaboration will empower AltaOne members with personalized investment options, professional guidance, and an intuitive platform designed to simplify their financial journey. By offering Marstone Wealt
Reputation Expands Platform to Deliver Deeper Customer Insights and Greater Business Impact
SAN RAMON, Calif.--(BUSINESS WIRE)--Reputation, the global leader in reputation performance management, today announced a strategic expansion of its platform, introducing powerful new features designed to enhance the sources of feedback data, increase the dimensions of data being tracked, and ultimately uncover hidden insights in today’s complex consumer journey. The platform enhancements allow businesses to bridge the widening brand perception gap by collecting data from diverse feedback chann
BankTech Ventures Enters 2025 with More than $50 Million Invested in High-Impact, Bank-Enabling Solutions
SANDY, Utah--(BUSINESS WIRE)--BankTech Ventures, a strategic investment fund that invests in leading financial technology companies to deliver maximum value and impact to banks, announced today a series of milestones and achievements that showcase continued momentum and growth in their ecosystem. With total investments of more than $50 million, including new investments and follow-ons, the firm enters 2025 with a curated group of portfolio companies aimed at driving innovation and strengthening
Eleos Raises $60M Series C to Transform Behavioral Health with AI Agents
BOSTON & TEL AVIV, Israel--(BUSINESS WIRE)--Eleos, the leader in AI for behavioral health, today announced a $60M Series C funding round led by Greenfield Partners, with participation from existing investors such as F-Prime Capital, Eight Roads, Menlo Ventures and ION — and new ones, including the Michael & Susan Dell Foundation, Union Tech Ventures and Centerstone. This round brings Eleos’ total funding to over $120M. Coming on the heels of its recent Series B, this preemptive round reflec
9 in 10 Companies Struggle with Payment Operations Even as Instant Economy Demands Greater Efficiency, Modern Treasury Survey Finds
SAN FRANCISCO--(BUSINESS WIRE)--Modern Treasury, the leading payment operations platform built for the Instant Economy, today released survey results showing that the vast majority of companies continue to struggle with payment operations, leading to higher risk and operational cost, wasted employee time, and greater risk of audit errors. The Company’s fourth annual State of Payments Operations 2025 report conducted with Harris Poll included responses from 500 U.S. financial decision-makers fro
1stDibs Reveals Luxury E-commerce Report for 2024
NEW YORK--(BUSINESS WIRE)--1stDibs, the leading marketplace for extraordinary design, has unveiled its Luxury E-Commerce Report. Leveraging 2024 data and analytics from its entire platform, the report delves into the changing tastes and trends of 1stDibs’ consumer base across its most prominent luxury verticals: art, furniture & lighting, jewelry, fashion, and handbags. As the audience for iconic designers, renowned artists, and timeless design has grown, 1stDibs has expanded its inventory
DLA, LLC Continues Expansion of Corporate Accounting, Valuation and Litigation Support Division
CHICAGO--(BUSINESS WIRE)--DLA, LLC (DLA), a leading internal audit and accounting advisory firm, is pleased to announce the appointment of Deepti Verma as a Partner in the firm’s Forensic Accounting, Valuation, and Litigation Support (FVLS) business. As a seasoned forensic accounting professional with over 20 years of experience, Deepti brings to DLA a wealth of global experience across fraud investigations, compliance, and risk advisory, spanning a variety of sectors including consumer product
NEA Promotes Hunter Worland and Mustafa Neemuchwala to Principal
NEW YORK--(BUSINESS WIRE)--Global venture capital firm New Enterprise Associates, Inc. (NEA) today announced the promotions of Mustafa Neemuchwala and Hunter Worland to Principal. Neemuchwala and Worland, both based in NEA’s New York office, joined the technology investment team in 2021. Neemuchwala invests in enterprise technology from seed to late-stage growth, with a focus on AI, cybersecurity, infrastructure and frontier tech. Worland invests in fintech, commerce and consumer technology. “W
Musaffa Raised Over $4M From 525 Investors Across 50 Countries and Is Set to Launch a New Equity Crowdfunding Round to Revolutionize Halal and Ethical Investing Globally
NEW YORK--(BUSINESS WIRE)--Musaffa, the world’s #1 Halal Investment Research Platform*, is preparing to launch a new equity crowdfunding round** to accelerate its growth and make halal and ethical investing more accessible worldwide. Since its launch, Musaffa has achieved significant milestones, raising over $3 million from 23 investors, including accredited investors. The company also raised nearly $1 million through equity crowdfunding ($987,011) from 502 investors across 50 countries, bringi
Tongo Experiences Continued Momentum in 2024, Grows Real Estate Agent Customer Base by 179%
NEW YORK--(BUSINESS WIRE)--Tongo, a company dedicated to building financial products that finally meet the needs of the commission economy, announced 179% year-over-year growth in 2024 compared to 2023, driven significantly by the expansion of its platform offerings. In September, Tongo introduced its Financial Benefits Platform, designed to help real estate brokerages support their agents in achieving financial wellness. The platform, combined with Tongo’s industry-leading Commission Line of C
NantHealth® Offers New NaviNet® AllPayer Subscription Packages, Now With Electronic Claim Submission
WINTERVILLE, N.C.--(BUSINESS WIRE)--NaviNet AllPayer, a NantHealth flagship product, introduces new claim submission functionality that enables provider practices to electronically submit, manage, and track claims for more than 8,100 organizations, including health plans, ASO groups, and third-party administrators. Users can access multiple payers, detailed reports, and predictive revenue cycle management analytics to streamline administrative workflows and improve practice efficiency. The new
Amerant Bancorp Announces the Appointment of Two New Board Members
MIAMI--(BUSINESS WIRE)--Amerant Bancorp Inc. (NYSE: AMTB) (“Amerant” or the “Company”) and its subsidiary, Amerant Bank, announced the appointment of Lisa Lutoff-Perlo and Odilon Almeida Júnior to its Board of Directors. “I am pleased to welcome Lisa and Odilon to our Board of Directors. Both are well respected, locally based leaders with strong community ties and significant C-suite and public company board experience,” said Jerry Plush, Chairman and CEO of Amerant Bancorp. “The expertise, con
Reliance Matrix Introduces TenCode Benefits
PHILADELPHIA--(BUSINESS WIRE)--Reliance Matrix partners with TenCode Benefits, a concierge service to support employees and families through critical illness, injury, or death.
DriveWealth and Moment Partner to Democratize Fixed-Income Investing, Lowering Bond Investment Barriers
NEW YORK--(BUSINESS WIRE)--DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, today unveiled its partnership with Moment Technology Inc. (“Moment”) to expand its fixed-income asset class offering. This development marks a significant step toward expanding retail investor access to the bond market by eliminating the existing $200,000 minimum investment threshold of many international bonds. Through its API suite, DriveWealth simplifies and accelerates the onbo
Prometheum Appoints Dr. Arthur Laffer as Senior Strategic Advisor
NEW YORK--(BUSINESS WIRE)--Prometheum Inc., the leading market infrastructure provider for digital asset securities, announced today the appointment of Dr. Arthur Laffer as a senior strategic advisor, and the inaugural member of its advisory committee. In this role, Dr. Laffer will advise on Prometheum’s engagement with policymakers, offer insights on the economic and tax implications of new product development and emerging technologies, and collaborate with the company’s leadership to broaden
StructuredWeb Secures $30 Million From Invictus Growth Partners to Drive AI-Enabled Channel Sales and Marketing
NEW YORK & SAN MATEO, Calif.--(BUSINESS WIRE)--StructuredWeb, the market leader in AI-powered channel sales and marketing SaaS solutions, today announced a $30 million majority investment from Invictus Growth Partners ("Invictus"). This strategic growth capital will accelerate StructuredWeb’s AI innovation roadmap and expand its global footprint to enable the company to further capitalize on the massive channel sales market, which represents 70% of global commerce. In connection with the invest