Finance News - Page 3

Page 3 of Finance News issued by the Send2Press® Newswire service.



Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y., Sept. 28, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron’s Top 100 RIA Firms for 2021. This is Barron’s sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

SimpleNexus rounds out its Nexus Closing eMortgage solution with DocMagic’s eVault and eNote technologies, enabling fully digital loan closings

LEHI, Utah, Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the integration of its Nexus Closing™ eMortgage solution with DocMagic’s eVault and eNote technologies. The integration enables automated generation of an eNote with a tamper-evident seal and delivers the eNote to a secure eVault for delivery to the MERS® eRegistry.

Promontory MortgagePath Promotes Bryan DeShasier to Chief Administrative Officer, Adds Helen Placente as Managing Director of National Credit Operations

DANBURY, Conn., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.

#HousingDC21 Sets Attendance Record

WASHINGTON, D.C., Sept. 23, 2021 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today recapped the successful two-day #HousingDC21 virtual conference held on September 20-21 of this week.

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Mortgage Coach introduces integration with LoanSense to help federal student loan holders become homeowners and increase purchase power

CORONA, Calif., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Coach, the industry’s leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.

LBA Ware’s LimeGear integrates with Experience.com to turn customer satisfaction scores into actionable business intelligence for mortgage lenders

MACON, Ga., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has partnered with Experience.com, home of the world’s most impactful Experience Management Platform (XMP), to provide customers with a dynamic way to track customer satisfaction as a key performance indicator (KPI) in LBA Ware’s LimeGear™ BI platform.

Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Business Seminars for Local Entrepreneurs

GROTON, Conn., Sept. 17, 2021 (SEND2PRESS NEWSWIRE) — Chelsea Groton Bank kicks off their 5-week “Cultivating Great Business: Small Business Bootcamp” on October 5, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC).

LBA Ware to host Experience.com’s Kristin Messerli for webinar on the latest millennial homebuyer market research

MACON, Ga., Sept. 17, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the third installment in its 2021 webinar series. The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America’s Largest Homebuyer Market will feature special guest Kristin Messerli, a leading expert on NextGen (a.k.a. millennial) homebuyers.

US-based Carbon Direct invests €15M ($17.7M) for 7% stake in Calix’s LEILAC business

SYDNEY, Australia, Sept. 15, 2021 (SEND2PRESS NEWSWIRE) — Multi-award-winning Australian technology company Calix Limited (ASX: CXL) (“Calix” or the “Company”) is pleased to announce global decarbonisation investor Carbon Direct Capital Management has invested €15m for a 6.98% equity stake in Calix subsidiary, the LEILAC Group, which is dedicated to the commercialisation and ongoing development of Calix’s LEILAC CO2 capture technology.

ACES Mortgage QC Industry Trends Report Shows Decline in Critical Defect Rate for Second Consecutive Quarter

DENVER, Colo., Sept. 15, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software.

HomeBinder joins The Mortgage Collaborative’s Preferred Partner Network

BOSTON, Mass., Sept. 14, 2021 (SEND2PRESS NEWSWIRE) — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors, and other authorized professionals, today announced it has joined The Mortgage Collaborative’s (TMC) Preferred Partner Network. The new membership enables HomeBinder to offer preferential pricing to TMC’s nearly 150 member banks, credit unions and independent mortgage banking companies.

New MBS Fintech Agile Revolutionizes Trading with the Launch of RFQ Platform

PHILADELPHIA, Pa., Sept. 9, 2021 (SEND2PRESS NEWSWIRE) — Agile, a new fintech bringing mortgage lenders and broker dealers on to a single electronic platform, has formally announced the launch of its flagship RFQ (request for quote) platform. All MBS market participants can now participate on an electronic platform that expedites the exchange of To-Be-Announced Mortgage-Backed Securities (TBAs).

1st Class Real Estate and Expetitle Announce a Joint Venture to Provide Tech-enabled Closings Across The U.S.

MIAMI, Fla., Sept. 9, 2021 (SEND2PRESS NEWSWIRE) — Expetitle and 1st Class Real Estate are joining forces to create a national title partnership; offering a streamlined, remote home closing transaction to 1st Class’ customers. Expetitle is a multi-state title company that delivers fully digital and hybrid closings through one secure collaborative platform that adds transparency to the entire closing process.

Monetary Metals Finances Jeweler’s Growth

SCOTTSDALE, Ariz., Sept. 8, 2021 (SEND2PRESS NEWSWIRE) — Monetary Metals announces a 150% increase in its financing of Gold Bullion International’s expansion of its 22- and 24-karat luxury gold jewelry collection, Auvere™. Gold Bullion International (GBI) is paying 4% on the gold lease. Leased inventory is off-balance sheet, and the jeweler avoids exposure to the price of gold.

MCT’s Paul Yarbrough is named to HousingWire’s 2021 Insiders Award List

SAN DIEGO, Calif., Sept. 2, 2021 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), an industry-leading mortgage hedge advisory firm, announced that Paul Yarbrough, Director of the Client Success Group, has been named to HousingWire’s 2021 Insider Awards list. The list is designed to honor an organization’s operational all-stars – those insiders who are the company’s best-kept secret, yet vital to its success.

Strategic Capital Attends the 2021 Colorado Trial Lawyers Association Convention, Sponsors Special Events

LITTLETON, Colo. and NEW YORK, N.Y., Sept. 2, 2021 (SEND2PRESS NEWSWIRE) — From Thursday, August 5 to Saturday, August 7, the Colorado Trial Lawyers Association (CTLA) held its annual convention. While they offered virtual attendance, they also hosted the conference in person in Steamboat Springs, Colorado. The Strategic Capital team joined them at The Steamboat Grand for the hybrid event, which was themed “Conquering New Horizons Together.”

SimpleNexus is certified as eClosing solution provider by Fannie Mae and Freddie Mac

LEHI, Utah, Sept. 2, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, is now a Fannie Mae- and Freddie Mac-reviewed eClosing solution provider. The designation affirms that SimpleNexus’ Nexus Closing™ eMortgage solution meets both GSEs’ technical requirements for eClosing, eNote and eVault functionality and has been tested for compatibility with the GSEs’ respective eNote delivery systems.

Mid America Mortgage Adds Pete Jackson as Divisional Director for Wholesale/Non-Delegated Correspondent Channel, Tim Frohock as Regional Director

ADDISON, Texas, Sept. 1, 2021 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America’s wholesale/non-delegated correspondent lending channel.

ICS Welcomes Adam Finesilver CPA to the New Alabama Office

MONTGOMERY, Ala., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) — ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.

DocMagic Named to Inc. 5000 List of Fastest-Growing Private Companies

TORRANCE, Calif., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has been named to the 2021 Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in the country.

Blockchain-based, AI-powered mortgage advisor Home Lending Pal raises $2.2M in pre-Series A round led by TMC Emerging Technology Fund LP

SAN DIEGO, Calif., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently led a pre-Series A investment round in Home Lending Pal, a technology-enabled marketplace .

Financial Advisor Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist® Designation

COLORADO SPRINGS, Colo., Aug. 25, 2021 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Nomis Solutions Introduces Margin Setter Dashboard, Adjusts Mortgage Rate Data Refresh Frequency in Latest Product Update

SAN FRANCISCO, Calif., Aug. 25, 2021 (SEND2PRESS NEWSWIRE) — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients.

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif., Aug. 23, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Knowledge Coop Appoints Brian Paine as Director of Technology

VANCOUVER, Wash., Aug. 20, 2021 (SEND2PRESS NEWSWIRE) — Knowledge Coop, the industry’s top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop’s technical operations.

Digital Mortgage Platform Maxwell Ranks #154 on 2021 Inc. 5000 List

DENVER, Colo., Aug. 19, 2021 (SEND2PRESS NEWSWIRE) — Inc. magazine today revealed that Maxwell ranks in the top 3% of its annual Inc. 5000 list of fastest-growing private companies at number 154. Maxwell was also named the 15th fastest-growing software company in the country.

Sales Boomerang named a top mortgage technology provider by Mortgage Professional America

WASHINGTON, D.C., Aug. 19, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, was recognized today as a 5-Star Mortgage Tech provider by Mortgage Professional America (MPA) magazine. The award recognizes the U.S. mortgage industry’s top mortgage technology providers as verified by originators and tech specialists across the country.

Sales Boomerang is 2021’s fastest-growing company in the residential mortgage industry

WASHINGTON, D.C., Aug. 18, 2021 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, debuted this week on Inc. magazine’s Inc. 5000 list, an annual ranking of America’s fastest-growing private companies. Sales Boomerang ranked #101 overall, placing the company among the top 3% of all private companies in America based on three-year revenue growth of 3,882% and outpacing every other company in the residential mortgage industry.

Real Estate Technology Firm Swift Homes Partners with iHeartMedia on Marketing Campaign

CHICAGO, Ill., Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — Today, Swift Homes announced a partnership with iHeartMedia on a multiplatform marketing campaign across multiple markets in the United States to help build awareness of Swift Homes’ benefits and seller-friendly offerings that are available to consumers who are looking for real estate advice and services.

SimpleNexus lands on the 2021 Inc. 5000, marking its fourth consecutive year on the list

LEHI, Utah, Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, announced it has been included on the Inc. 5000 list for the fourth consecutive year.

LBA Ware makes the Inc. 5000 list of America’s fastest-growing companies for the third consecutive year

MACON, Ga., Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has clinched a spot on the 2021 Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. This marks LBA Ware’s third consecutive year on the list, coming in at number 2070.

FormFree makes inaugural appearance on 2021 Inc. 5000, ranking 1444

ATHENS, Ga., Aug. 17, 2021 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has ranked 1,444 on the 2021 Inc. 5000. This annual list represents a unique look at the most successful companies within the American economy’s most dynamic segment: its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

Galway Holdings Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. and CLEVELAND, Ohio, Aug. 16, 2021 (SEND2PRESS NEWSWIRE) — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management LLC (“MAI”). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

Vice Capital Markets Commemorates 20 Years of Serving the Mortgage Industry’s Hedge Advisory and Secondary Execution Needs

NOVI, Mich., Aug. 12, 2021 (SEND2PRESS NEWSWIRE) — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced the firm is celebrating its 20th corporate anniversary. Since opening its doors in August 2001, Vice Capital Markets has helped countless clients properly and effectively manage interest rate risk and maximize profitability.

KROST Acts as Exclusive Financial Advisor for Integrity Bio in Sale to Curia

LOS ANGELES, Calif., Aug. 11, 2021 (SEND2PRESS NEWSWIRE) — Integrity Bio, Inc., a privately held formulation and fill-finish organization, was sold to Curia (formerly Albany Molecular Research, Inc. (AMRI)), a Contract Development and Manufacturing Organization (CDMO) and leading global provider of advanced contract research, development, and manufacturing solutions. KROST, a Los Angeles-based firm, acted as the exclusive financial advisor to Integrity Bio in the transaction.

DocMagic Promotes Chris Lewis to Director of Enterprise Solutions

TORRANCE, Calif., Aug. 11, 2021 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and making inroads with large entities and marquee accounts.

Promontory MortgagePath’s Debora Aydelotte and Louann Bernstone Named 2021 NEXT Powerhouse Partners

DANBURY, Conn., Aug. 10, 2021 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced Chief Operating Officer Debora Aydelotte and Managing Director and Head of Vendor Management Louann Bernstone have been selected as NEXT Powerhouse Partners.

Leading Digital Mortgage Platform Maxwell Named a 2021 Best Place to Work by Denver Business Journal

DENVER, Colo., Aug. 9, 2021 (SEND2PRESS NEWSWIRE) — Maxwell, a leading digital mortgage and fulfillment platform for small to midsize lenders, just announced it was named a 2021 Best Place to Work by Denver Business Journal. The company ranked sixth in the medium-sized category.

SimpleNexus Director of Sales Engineering Tracy Farber selected as NEXT 2021 Powerhouse Awards winner

LEHI, Utah, Aug. 9, 2021 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Tracy Farber, director of sales engineering, has been named a 2021 Powerhouse Awards winner by Next Mortgage Events (NEXT).