Moment Technology, Inc.
Moment welcomes Jason Broder, founder of SIMON, as strategic advisor
Founder and former CEO of SIMON and iCapital executive will advise Moment's leadership as Moment brings AI to wealth management firms NEW YORK, Nov.…
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Finance & Banking press releases
74 releases
Simplicity Group Holdings
Simplicity Group Bolsters Workplace Offering with the Acquisition of Alta Montclair and Welcomes Rocky Rocamora, Sam Monastyrsky, and Irina Monastyrsky as the Group's Newest Partners
Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today…
Verito
Verito Announces TaxDome Verified Host Provider Status
The designation gives firms hosted on Verito priority support and centrally managed updates for their TaxDome desktop application, paired with…
InsureMEP
InsureMEP Launches CriticalAsset, the AI-powered Infrastructure Management Platform
New platform transforms fragmented building infrastructure data into verified, actionable intelligence for commercial property insurance…
Qapture Investments
Qapture Investments Launches the Qapture Safe Haven Vault (QHVN) -- Institutional-Grade Stablecoin Yield, Delivered On-Chain
Digital asset management pioneer launches institutional-grade stablecoin yield strategy designed for risk-conscious investors, delivered on-chain…
Cetera Financial Group
Cetera Acquires The SFI Group as Part of Succession Plan Helping Ensure Client Service Continuity for Financial Advisor Terry Sonnenfeld
Minneapolis-based wealth management practice with approximately $200 million in AUA becomes part of Cetera Planning Partners, the national…
Specialty Program Group
Specialty Program Group Strengthens Wholesale Professional Liability Expertise with Appointment of Victoria Dearing
Dearing brings more than 45 years of insurance industry experience, including extensive expertise in professional liability, allied health, cyber and…
Bertram Capital
Bertram Capital Promotes Kevin Yamashita and Ryan Craig to Managing Partner
Bertram Capital ("Bertram"), a private equity firm targeting investments in lower middle-market companies, announced today the promotion of Kevin…
New York Stock Exchange
NYSE-Affiliated Venue for Tokenization Adds Transfer Agents: NYSE Content Update
NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Nov. 3, 2026 — The New York Stock Exchange (NYSE) provides a daily…
Synchrony
Synchrony to Participate in the KBW Fintech Ecosystem Conference and the TD Cowen 2026 Financials & Fintech Conference
Synchrony (NYSE: SYF) Chief Financial Officer, Brian J. Wenzel, will participate in a fireside chat at the KBW Fintech Ecosystem Conference on…
Envestnet
ENVESTNET APPOINTS JANE GRAHAM SENIOR VICE PRESIDENT, CLIENT EXPERIENCE, TO HELP ADVISORS SUCCEED ON ITS PLATFORMS
Veteran customer lifecycle executive brings deep expertise in service, client success, retention, and large-scale transformation to help advisors…
Celerant Technology
Celerant and Worldpay Expand Partnership to Simplify Retailer Cash Flow
Celerant Technology, an industry leader in retail software, eCommerce, and digital marketing solutions, is rolling out Version 2.9 of both Stratus…
Opera Limited
Opera Announces Strong User Trajectory and Q3 Results at the Top End of Guidance
Opera Limited (NASDAQ: OPRA), a leading global browser and AI agent company, today announced a historic user base milestone and a preview of its Q3…
Ceterus Software
Ceterus Software Expands Insights Pro with Direct Connect, Simplifying Franchise Financial Reporting
New solution streamlines franchisee financial data collection and standardization across bookkeeping methods CHARLESTON, S.C., Nov. 3, 2026 — Ceterus…