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MyChesCo

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FinTech

eMoney
Regional

eMoney Advisor Unveils Revamped Client Portal to Strengthen Advisor-Client Interaction

March 12, 2024March 11, 2024 - by Timothy Alexander

RADNOR, PA — Delaware County-based fintech firm eMoney Advisor has rolled out a significantly enhanced version of its Client Portal, featuring a sleek, user-friendly design and a dedicated space for …

eMoney Advisor Unveils Revamped Client Portal to Strengthen Advisor-Client Interaction Read More

Sagent
Regional

Introducing Dara by Sagent: Transforming Mortgage Servicing with Unified Data and User Experience

February 27, 2024February 26, 2024 - by Timothy Alexander

KING OF PRUSSIA, PA — Sagent, a fintech software titan supported by Warburg Pincus, has unveiled its groundbreaking mortgage software platform, Dara. Designed to revolutionize mortgage servicing, Dara is the …

Introducing Dara by Sagent: Transforming Mortgage Servicing with Unified Data and User Experience Read More
SEI Investments Company
Regional

SEI Invests $10 Million in AI Pioneer TIFIN to Revolutionize Wealth Management

February 26, 2024February 25, 2024 - by Timothy Alexander

OAKS, PA — SEI® (NASDAQ: SEIC), a leading provider of technology and investment solutions, has announced a strategic investment of $10 million in TIFIN, an innovation platform that is spearheading …

SEI Invests $10 Million in AI Pioneer TIFIN to Revolutionize Wealth Management Read More

Envestnet
Corporations

Envestnet Unveils RIA Growth Lab, Aims to Boost Productivity and Valuation for RIAs

January 28, 2024January 27, 2024 - by Timothy Alexander

BERWYN, PA — Fintech giant Envestnet has announced the launch of its innovative RIA Growth Lab. This new consulting capability aims to bolster the growth and productivity of RIAs by …

Envestnet Unveils RIA Growth Lab, Aims to Boost Productivity and Valuation for RIAs Read More
Business News
Expansions / New Markets

Acrisure Announces Formation of Mid-Atlantic Region, Eyes Expansion in 2024

January 23, 2024January 22, 2024 - by Timothy Alexander

WAYNE, PA — Fintech giant Acrisure announced the formation of its Mid-Atlantic Region, which will encompass its businesses in Pennsylvania, Delaware, Maryland, Virginia, and West Virginia. The newly formed region …

Acrisure Announces Formation of Mid-Atlantic Region, Eyes Expansion in 2024 Read More

Finance Industry
Business / Special Feature

Chester County’s Finance Industry: A Comprehensive Overview

October 16, 2023October 16, 2023 - by Timothy Alexander

As the world of financial services continues to evolve and grow, businesses need to stay ahead of industry trends in order to remain competitive. Chester County is a thriving region …

Chester County’s Finance Industry: A Comprehensive Overview Read More

Posts pagination

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