Banking & Financial Services News
Get a balanced look at what’s new in the banking and financial services industry. This section features information about commercial banking services and products, credit unions, credit card companies, cryptocurrency, compliance issues and news from banking and financial service companies.
Bob Williams of Williams Wealth Management, Featured Panel Speaker at Orion Ascent Conference in San Diego, CA
Bob Williams, a fiduciary wealth manager and President of Williams Wealth Management in Cary, NC, was honored to serve as a featured panelist at the 2024 Orion Ascent Conference, held on March 13 in San Diego, California. Bob brought his decades of investment and financial planning experiences to... - July 24, 2025 - Williams Wealth Management
United Capital Secures Terms for up to $8.5MM
Customer in the Event Industry Sector looking to secure up to $8.5MM in debt refinancing. - July 19, 2025 - United Capital Partners
United Capital Secures Terms for a $3MM Line of Credit & Term Debt
Customer in the security services industry looking to fund their growth through debt financing. - July 19, 2025 - United Capital Partners
Generic Trade Celebrates 15 Years of Leveling the Trading Field for All Futures and Options Clients
Generic Trade marks its 15th anniversary by continuing to offer incredibly low rates and margins for all futures and options traders—regardless of account size or trading volume. Since 2010, the firm has led the industry in transparent pricing, advanced trading technology, and low-margin access, reaffirming its commitment to simple, accessible, and professional-grade futures trading. - July 18, 2025 - Generic Trade Futures and Options
Forbes Recognized Billion Dollar Bank Selects IronOrbit as Trusted IT Partner to Power Cloud Transformation
IronOrbit, a recognized leader in Desktop as a Service (DaaS), is proud to announce its strategic partnership with one of the largest and most respected financial institutions in the Pacific. A leading U.S. bank with billions in assets and recognition from Forbes as one of America’s Best... - July 10, 2025 - IronOrbit
CCIA Applauds Eighth Circuit Decision to Vacate FTC’s Negative Option Rule
The Consumer Credit Industry Association (CCIA) applauds today’s decision by the U.S. Court of Appeals for the Eighth Circuit to vacate the Federal Trade Commission’s (FTC) Negative Option Rule in its entirety. The Eighth Circuit held that the FTC’s failure to issue a required... - July 08, 2025 - Consumer Credit Industry Association
A-Team Group Announces Capital Markets Technology APAC Awards 2025 Winners and Launches Inaugural "State of the Market" Report
A-Team Group today announced the highly anticipated winners of the inaugural Capital Markets Technology APAC Awards 2025. These prestigious awards celebrate the most innovative solution providers and financial institutions that are reshaping the capital markets technology landscape across the... - July 05, 2025 - A-Team Group
Bob Williams Celebrates 30 Years as a Certified Insurance Counselor (CIC®)
Bob Williams, the President of Williams Wealth Management, in Cary, North Carolina, celebrates his 30th anniversary of holding the Certified Insurance Counselor (CIC®) designation as of June 10, 2025. - July 02, 2025 - Williams Wealth Management
Cal Coast Cares Foundation Awards Over $200,000 in Scholarships to Local Students in 2025
In a significant boost for higher education in Southern California, the Cal Coast Cares Foundation has awarded more than $200,000 in scholarships to 82 local students, including 32 current or former foster youth, reaffirming its commitment to supporting academic excellence and community... - June 30, 2025 - California Coast Credit Union
HOA Loan Services Launches AI-Powered Portal to Simplify HOA Loan Applications
In an era where digital transformation is key, property management professionals have a new reason to breathe easier thanks to the launch of a powerful new online tool that streamlines the HOA loan application process. The portal, developed by HOA Loan Services, leverages AI and automates what was... - June 25, 2025 - HOA Loan Services
Tax Relief Industry Plagued by High Costs, Low Success Rates, and Fraud — New Platform Gives Taxpayers Tools to Audit Their Tax Relief Status
VerifiedProof.com launches to help taxpayers independently verify their IRS tax relief case status. As fraud and high fees plague the tax relief industry, this new platform gives consumers access to their IRS records and a clear report of what’s been done — or not — by the firm they hired. - June 24, 2025 - Verified, Inc.
A-Team Group Announces Winners of the 2025 TradingTech Insight Awards USA
A-Team Group is delighted to announce the winners of the 2025 TradingTech Insight Awards USA, recognising the leading providers of trading technology, infrastructure, and consultancy services for capital markets across North America. - June 24, 2025 - A-Team Group
Skyward Credit Union Expands Membership Eligibility to Broaden Community Reach
Skyward Credit Union is proud to announce an expansion of its field of membership, for individuals across south-central Kansas and the aviation industry to access the benefits of credit union membership. Rooted in aviation since its founding, Skyward Credit Union continues to honor its legacy... - June 14, 2025 - Skyward Credit Union
PARIS Technologies and Custom Excel Spreadsheets Partner to Supercharge Spreadsheet-Based Business Intelligence
PARIS Technologies has partnered with Custom Excel Spreadsheets (CES) to deliver scalable, Excel-based BI and planning solutions. Combining PARIS’s Olation® and PowerExcel with CES’s custom development expertise, the partnership helps companies overcome spreadsheet limitations without leaving Excel behind. Together, they’ll empower users across industries to achieve faster, more secure, and collaborative reporting, forecasting, and analytics. - June 14, 2025 - PARIS Technologies, Inc.
MPCVault Launches Instant Stablecoin-to-Fiat Off-Ramping
Convert USDC/USDT to fiat and send directly to any bank account — now live across major chains. New feature enables enterprises to seamlessly move stablecoins into USD, EUR, GBP and more, streamlining payroll, contractor payments, and treasury operations. - June 11, 2025 - MPCVault
Ryan Young Joins BankBound as Director of Business Development
BankBound, a digital marketing agency specializing in financial institutions, is pleased to announce the addition of Ryan Young as its new Director of Business Development. With a decade of marketing experience and a proven track record of helping businesses develop and execute strategic growth... - June 11, 2025 - BankBound
Occams Advisory Hosts AI-Finance Roundtable and Inaugurates New Delhi Office
Occams Group inaugurates its new Delhi office, uniting Occams Advisory, Occams AI, and Occams Elevate to foster collaboration, innovation, and human potential. This hub marks a strategic expansion into India, offering integrated business services, AI-driven solutions, and talent transformation. It reflects Occams' mission to empower aspirations and deliver impact from inception to infinity. - June 05, 2025 - Occams Advisory
Hypatia Announces Launch of New Hypatia Women CEO Index℠
Index Designed to Measure Performance of Companies Led by Female Chief Executive Officers - June 05, 2025 - Hypatia Capital
CENTUM Canada Appoints Lori Smith as Vice President of Growth & Development
Veteran mortgage executive joins national leadership team to accelerate network growth and deepen broker engagement. - June 02, 2025 - Centum Financial Group Inc.
Place Trade Unveils Brand New Website, Offering Enhanced Features, Improved User Experience, and Easy Access to Trading Platforms
Place Trade Financial, Inc. (Member FINRA, SIPC), announces the launch of its redesigned website at www.PlaceTrade.com. The new platform offers improved navigation, enhanced security, faster load times, and seamless integration with Place Trade’s desktop, web, and mobile trading platforms. Users can access up-to-date resources, trading tools, and educational content, creating a more intuitive and efficient experience for investors. - June 01, 2025 - Place Trade Financial, Inc.
3DiVi Releases BAF 1.11.0 — Advanced Face Biometric Anti-Fraud Stack for Remote Identification in Online Banking and Fintech
3DiVi, a leader in biometric anti-fraud technologies, today announced the release of 3DiVi BAF version 1.11.0, a major update designed to help businesses prevent authentication failures and fraud while improving user trust. This latest version introduces expanded metadata for face authentication attempts, a face crop preview feature, and a new web component log collection service — all aimed at giving enterprises better visibility and faster incident resolution. - May 29, 2025 - 3DiVi Inc.
Skyward Credit Union Hires Aggie Tuxhorn as Chief Marketing Officer
Skyward Credit Union is proud to announce the addition of Aggie Tuxhorn as Senior Vice President and Chief Marketing Officer. An accomplished marketing executive, brand strategist, and community leader, Tuxhorn brings more than 12 years of experience brand, growth, and digital strategy initiatives in the financial services sector. Tuxhorn’s leadership will be instrumental in advancing Skyward’s strategic marketing efforts to support long-term growth and member engagement. - May 27, 2025 - Skyward Credit Union
Cris Cyborg to Appear at Bitcoin 2026 Conference
17X MMA World Champion and undefeated, top 10 ranked professional Boxer Cris Cyborg will appear as a guest speaker at the 2026 Bitcoin conference. - May 26, 2025 - Cris Cyborg
ZAPS Premium Celebrates One Year of Elite Concierge Services with Leaders, Clients, and Banking Partners Across GCC
ZAPS Premium marks one year of delivering luxury concierge and lifestyle services across KSA, UAE, Bahrain, and India. The celebration brought together ZAPS Group leadership, clients, and key banking partners including SAB and Visa, highlighting over 16,000 premium services fulfilled in year one. This milestone reaffirms ZAPS Premium’s commitment to redefining client experiences with precision, privacy, and prestige. - May 26, 2025 - ZAPS Group
Steve Cannon, Mark Cuban and Rashaun Williams Announce Plans to Launch Harbinger Sports Partners, a $750 Million Fund That Will Focus on Major U.S. Sports Franchises
Management of the Harbinger Sports Partners Fund I, LP, a $750 million private equity vehicle, officially announced plans to launch today with a differentiated model built around direct operational experience, secondary market expertise, and a data-driven approach to identifying undervalued sports assets. - May 16, 2025 - Harbinger Sports Partners
iRizq.com Launches as a Gateway to the Ummah Economy: Empowering Halal Businesses and Ethical Earning for All
iRizq.com is now live, a platform supporting halal businesses and ethical earning through the Ummah Economy. It offers tools for business growth, financial literacy, and a premium directory for greater visibility. Open to anyone committed to ethical practices, it also features a free eBook: Ummah Economy: A Game Changer for Muslim Communities. - May 06, 2025 - iRizq Corporation
Reverse Mortgage Line of Credit Grows in Popularity Among Florida Seniors
Florida’s Best Reverse Mortgage Company highlights growi.ng trend as retirees tap into home equity for financial flexibility - May 06, 2025 - Florida's Best Reverse Mortgage Company
Avato Appoints Ken Ballou as Chief Executive Officer to Lead Next Phase of Growth
Avato, a leading provider of data integration and modernization solutions for data-intensive global financial institutions, today announced the appointment of Ken Ballou as Chief Executive Officer and principal investor. Ballou’s appointment marks a strategic milestone as the company... - May 02, 2025 - Avato Systems
George E. Mastrogiorgis Named a Lifetime Achievement Honoree by Strathmore's Who's Who Worldwide Publication
George E. Mastrogiorgis of St. Paul, Minnesota, has been honored with a Lifetime Achievement Award by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in financial management. About George E. Mastrogiorgis George E. Mastrogiorgis is the principal at GEM Capital... - April 29, 2025 - Strathmore Worldwide
Entrex Florida Market and University of Tampa Launch “Revenue Realities” Series: A Comparative Analysis of Revenue and Equity Valuation in Public and Private Markets
Entrex Florida Market (OTC: RGLG), in collaboration with the University of Tampa’s Sykes College of Business and the Lowth Entrepreneurship Center, is pleased to announce the release of the inaugural edition of Revenue Realities—which first edition shall compare 20 years of revenue... - April 22, 2025 - Entrex Florida Market
Built on Grit, Guts, and Generations: SuperSonic POS Redefines Retail Tech with a Family Legacy
SuperSonic POS offers modern point-of-sale solutions tailored for retail merchants. With user-friendly, customizable features and flexible credit card processing, it aims to redefine the way small business owners manage their operations. - April 18, 2025 - SuperSonic POS
Maven Advisory Unveils New Brand Identity and Partners with FedFis to Empower Early-Stage FinTech Founders
Maven Advisory has launched a new brand identity and is partnering with FedFis to help early-stage fintech founders build smarter go-to-market strategies. Led by Angi Milano and powered by FedFis data, Maven Advisory delivers strategic guidance and real-time insights to support sustainable growth and avoid common startup pitfalls. - April 18, 2025 - Maven Advisory
California Coast Credit Union and San Diego County Credit Union Announce Intent to Merge
In a move that would change the financial landscape of Southern California, California Coast Credit Union (Cal Coast) and San Diego County Credit Union (SDCCU) have announced plans to merge, pending regulatory approval and a Cal Coast membership vote. Upon approval, the combined credit union will... - April 11, 2025 - California Coast Credit Union
Finhabits CEO, Carlos García Advocates for Latino Financial Inclusion at D.C. Policy Briefing on Retirement Security
Carlos García, CEO and Founder of Finhabits, participated in a Washington, D.C. policy briefing titled “Latino Retirement Security: Expanding Access to Financial Tools and Benefits,” where leaders from various sectors gathered to explore ways to improve retirement savings access for Latinos. García emphasized Finhabits’ mission to enhance Latino financial well-being through culturally relevant, tech-driven solutions that make saving, insurance, and financial education more accessible. The event - April 03, 2025 - Finhabits
Dallas PFC & Savoy Equity Partners to Open Three New Buildings in Dallas
Savoy Equity's partnership with PFC Dallas is opening three new construction properties in Dallas that support the city and PFC Corp's mission to open affordable housing in the city. - March 19, 2025 - Savoy Equity Partners
AIMS Full Platform Data Standardization Deployed in Latest Production Release
AIMSdashboard completes full platform data standardization in AIMS, their SaaS Appraisal Operations Platform. The focus of enhancement is to refine and reinforce foundational data structures to feed planned features for the foreseeable development schedule. - March 14, 2025 - AIMSdashboard, LLC
BCH Miner Cloud Mining Now Using More AI Models like Deepseek to Double Bitcoin Output
After several years of turbulent market fluctuations, cryptocurrencies still attract the attention of many investors who are actively seeking new opportunities and investment strategies. The volatility of Bitcoin prices and the sharp decline of altcoins such as XRP and DOGE have made traditional... - March 11, 2025 - BCH COMMERCIAL INVESTMENTS LIMITED
Best Financial Services Websites to be Named by Web Marketing Association in 29th Annual WebAward Competition
The Web Marketing Association is now accepting entries for the 29th annual WebAward Competition, recognizing the best websites of 2025 across 86 industries, including Financial Services, banks, credit unions and mutual funds. Judged by industry experts, winners gain valuable feedback, SEO benefits, and global recognition. The entry deadline is May 30, 2025. Don’t miss your chance to showcase your digital excellence — enter today at www.webaward.org. - March 10, 2025 - Web Marketing Association
PCV|VRM Seeds of Hope Matches PCV Murcor's Employee Donations to Support the Los Angeles County Wildfires Relief
PCV Murcor’s nonprofit, PCV|VRM Seeds of Hope, is pleased to share that it has matched donations to support the people and places affected by Los Angeles County wildfires, an area we call home. - March 07, 2025 - PCV Murcor
A-Team Group Announces winners of Its TradingTech Insight Awards Europe 2025
A-Team Group has revealed the winners of the TradingTech Insight Awards Europe 2025. - March 01, 2025 - A-Team Group
Miami's Newest Bank Set to Open March 17
BankMiami is pleased to announce that it is planning to open its doors on March 17, 2025. Known as a day of good fortune, this date marks the beginning of a new era in banking, where custom financial solutions meet unparalleled customer service. BankMiami will be the first de novo bank to open... - February 22, 2025 - BankMiami
Prism Tax & Accounting Services Welcomes Samuel Scoville as Senior Staff Accountant
Prism Tax & Accounting Services is pleased to announce the addition of Samuel Scoville as its new Senior Staff Accountant. Sam brings a wealth of experience in tax preparation, auditing, and client engagement, further strengthening Prism's commitment to delivering top-tier financial services. - February 12, 2025 - Prism Tax and Accounting Services, LLC
View Homes Appoints Alex Emerson as Chief Financial Officer
View Homes, a leading private homebuilder in Texas, Colorado, and the Southwest, is pleased to announce the appointment of Alex Emerson as Chief Financial Officer (CFO). - February 11, 2025 - View Homes
Jesita Capital Management Files Lawsuit Against HPN Holdings, Inc. for Alleged Non-Payment of Loan
Jesita Capital Management LLC has announced today that it has filed a lawsuit against HPN Holdings, Inc., (OTCPK: KICK) over the alleged non-payment of a loan. The lawsuit also names One Mind Technologies S.L.; Douglas Stukel, an Illinois resident; Michael Profita, an Illinois resident; and Kathleen Profita, an Illinois resident; as Co-Borrowers and Defendants. - February 10, 2025 - Jesita Capital Management LLC
Skyward Credit Union Announces New CFO
Gregory Woodyard has been hired by Skyward Credit Union as its new Chief Financial Officer. Woodyard comes to Skyward with nearly 20 years of experience in the financial industry. Most recently, he served as Senior Vice President of FFI Accounting at The Beneficent Company Group. With a proven track record in financial forecasting, accounting, and analytics, Woodyard is well-positioned to guide Skyward Credit Union into its next phase of growth and innovation. - February 10, 2025 - Skyward Credit Union
SimplAI Releasing to Production Cutting-Edge AI Solutions for Credit Analysis and Financial Spreading
SimplAI has launched two innovative AI-driven solutions aimed at transforming financial services: the Credit Analyst Agent and the Financial Spreading Agentic Automation. - February 08, 2025 - Simplai
Title Agency Expands Tennessee Footprint
Mid South Title Acquires Lawyer's Escrow Service in Nashville, TN - February 03, 2025 - Mid South Title
EOR.by Launches Specialized Service for High-Tech Park Belarus Registration and Support
EOR.by Unveils End-to-End HTP Entry Support for Global Tech Firms - February 02, 2025 - EOR.by
Lonestar Transfer’s Pledge to Help Families Reclaim Their Financial Futures
Lonestar Transfer is deepening its commitment to helping families escape the financial burdens of timeshare ownership. As rising fees, maintenance charges, and restrictive contracts continue to strain budgets, Lonestar Transfer pledges to empower families to regain financial control and focus on... - February 01, 2025 - Lonestar Transfer
Lookout Partners and US Forest Service Sign 99-Year Lease to Deliver Workforce Housing in Ketchum, ID
Lease Signing Is the First Public-Private Partnership Focused on Providing Workforce Housing to the “Forgotten Middle” in America’s Mountain Towns. - January 31, 2025 - Lookout Partners