Zoe Financial Announces Its New Innovative Wealth Platform

Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform features account funding, automated rebalancing, … Read more

PHP Agency Announces President

PHP Agency (“PHP”), a tech-enabled national field marketing organization serving America’s diverse middle class, and part of Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced PHP has named Maral Keshishian as President. Since 2011, Maral Keshishian has served PHP … Read more

Zoe Financial Recognized for the Second Year as NerdWalletʼs 2023 Best-of Awards Winner for Best Online Financial Advisor

Zoe Financial was selected as a winner for NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor. With this award, the New York-based company becomes a two-time winner for this recognition. Zoe is a wealth platform that connects people across the country with the top 5% of financial advisors to guide them through their retirement planning, investment … Read more

XQuant Helps Businesses With Unstructured Financial Data Processing for Efficient Output

For financial companies and FinTech businesses, data is the most critical asset. However, for most companies, 80% of data is unstructured. Korean company XQuant wants to help companies and businesses in the finance sector with data automation using AI. XQuant was established in 2019 to deliver services to financial institutions increasingly interested in using AI … Read more

Trillium Announces Benjamin Baller to Be New Managing Director of Trading

Trillium Trading, a leading proprietary trading firm headquartered in New York City, announces Benjamin (Ben) Baller to be appointed as Managing Director of Trading, effective January 2023. Baller will oversee trading operations and further develop the analytics department and trader training programs. Since joining the firm in 2008, Baller has been an integral part of … Read more

Veery Capital Celebrates 10 Years of Continuous Growth

Leading retirement planning and wealth management firm Veery Capital is celebrating 10 years in business in the state of Delaware. Headquartered in Wilmington, the firm has remained committed to serving its clients and giving back to the community since its formation.  When considering the new branding direction for the firm in 2021, Veery Capital’s executive … Read more

TruChoice Adds 3 RILA Carriers to Product Shelf

TruChoice Financial Group, LLC, one of the largest distributors of insurance products in the financial services industry, has again enhanced their Specialized Products Division (SPD), adding three registered index-linked annuity (RILA) carriers. The additions give TruChoice’s financial professionals expanded product offerings with seven RILA carriers to choose from. “RILAs are still the fastest-growing segment of the … Read more

Instnt Joins Hyperledger Foundation

Instnt, the AI-managed customer acceptance platform that helps businesses accept and onboard more good customers for good, with up to a $100 Million fraud-loss protection and liability shift, joins Hyperledger Foundation, the open, global ecosystem for enterprise blockchain technologies to continue driving the development and adoption of Hyperledger technologies. For the longest time, consumers have had … Read more

Advance America: 5 Ways to Start Saving Money Today

A great way to create personal financial security in the future is to make saving money a habit. By saving, people can have cash available for emergencies, strive towards their financial goals, and have general peace of mind over their financial well-being. Luckily, there are plenty of ways to get started on that journey today. Let’s dive … Read more