The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
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fintech
Jon Patullo, chief product officer of advisory for Apex Advisor Solutions [Photo: TD Ameritrade]
Apex Fintech Solutions Hires Schwab-TD Exec as Chief Product Officer of Advisory
by Lance Murray | Oct 13, 2022
Dallas-based Apex Fintech Solutions has tapped Jon Patullo to lead the technology product strategy for Apex Advisor Solutions, its advisory channel.
The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
by David Seeley |
Oct 5, 2022
Last May, Logan was named the 14th president and CEO of the Federal Reserve Bank of Dallas. In a virtual town hall, she answered questions about her background and her priorities for the district she oversees—which consists of Texas, northern Louisiana, and southern New Mexico.
A post by the Dallas Fed captured some of Logan's comments, including her work for the Federal Reserve during 9/11 and the Great Recession of 2007-2009.
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by Kevin Cummings |
Sep 15, 2022
Confer, whose app platform lets mortgage shoppers compare multiple mortgage offers, has found a new home in the Serendipity Labs coworking space in McKinney's Craig Ranch. It aims to open its platform to brokers, banks, and lenders in order to help them provide a plug-and-play model to give more options to borrowers. It's now looking to raise a $4 million seed funding round.
“The end goal is to guide buyers in making a conscious and intelligent decision,” says Yatin Karnik, Confer's founder and CEO.
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by David Seeley |
Jul 20, 2022
Gig Wage has found new ways to help business owners manage cash flow and payment speed. But even more so, it aims to help create "a social safety net for 1099 workers" by offering non-predatory Faster Pay solutions and other features, with a debit card and mobile app offering also in the works.
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Part of the Quiltt team. [Photo: Quiltt]
Dallas Startup Quiltt Emerges from Stealth to Help Businesses Build Their Fintech Infrastructure
by Kevin Cummings | Jul 11, 2022
Quiltt, a low-code financial tech platform that "lowers technical barriers for innovators," announced its beta launch for other startups and small businesses. The company closed a $4 million seed funding round earlier this year.
“Quiltt's vision is to make fintech development more accessible so that more growing businesses and startups can create seamless experiences for their customers,” says Ruben Izmailyan, Quiltt co-founder and CEO.
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by Kevin Cummings |
Jun 22, 2022
AlgoPear, a subscription-based algorithmic stock trading platform, has onboarded more than 4,000 users and grown its monthly recurring revenue with a team of 15, according to co-founder and CEO Ronnie Green.
Green says the startup is seeing the "hypergrowth that any founder or any investor would love to see right now."
Green says the startup is seeing the "hypergrowth that any founder or any investor would love to see right now."
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by David Seeley |
Apr 20, 2022
“Millennials and Gen Z are reinventing investing," says Zogo founder Bolun Li. The company's next-gen financial education takes a Gen Z approach to covering financial literacy—gamification.
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by Kevin Cummings |
Apr 4, 2022
“Our mission is economic empowerment, period.” says Craig Lewis, Gig Wage founder and CEO. The Dallas 1099 payroll solutions company collaborated with Green Dot and nonprofit Commonwealth on a study of what types of 'financial interventions' help provide financial security to a fast-growing non-traditional workforce in the gig economy. Empowerment starts with understanding, Lewis says. "We want to get involved to start to set the tone on what that understanding should be, so that we can replicate it at scale.”
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[Image: Melpomenem/istockphoto]
Arlington’s First Rate Ventures Makes Second Investment from $25M Fintech-Focused Fund
by Kevin Cummings | Mar 10, 2022
Arlington-based First Rate, which provides technology and services to wealth management companies, launched its corporate venture arm First Rate Ventures in December. Now it's made its second investment—in New York-based RegAlytics, a regulatory data analytics company.
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by Kevin Cummings |
Feb 23, 2022
Emerging from stealth this quarter, Deposits.com, a platform that Co-Founder and CEO Joseph Akintolayo describes as the “Shopify of banking," is looking to add financial literacy and wellness tools to its technology. It plans to do that in a partnership with Utah-based MX, a financial data platform valued at $1.9 billion.
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by Kevin Cummings |
Feb 9, 2022
Highline's platform reimages "the broken bill payment system." To avoid customers' overdrafts and build their credit, the fintech links bill payments directly to their payroll platforms, rather than their bank accounts.
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by Alex Edwards |
Dec 20, 2021
It's been dubbed the creator economy, freelancer economy, gig economy, independent economy—but to Gig Wage, it's just becoming the economy. In 2022 the Dallas-based fintech will be hyperfocused on its next phase of growth in a booming industry in need of its seamless, reliable banking platform. Kristen Blum, the new senior director of strategic brand initiatives, will be at the center of that.
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Dennis Cail, CEO and co-founder of Zirtue [Photo: Zirtue]
Dallas Fintech Zirtue Opens Its Platform to Businesses as a New Alternative Payment Solution
by Alex Edwards | Dec 7, 2021
Zirtue's Alternative Payment Solution—operating in stealth mode to Fortune 500 corporate partners since early 2021—is now open to all businesses for consumers to pay their bills. It's a "new level of convenience," CEO and Co-Founder Dennis Cail says: The product gives those who are struggling a way to lean on friends, family, and loved ones to make payments, while providing accountability and trust to the lender.
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![Fintech in Action Executive Director Michelle Williams [Courtesy photo]](https://s24806.pcdn.co/wp-content/uploads/2021/11/MichelleWilliams_970-360x203.jpg)
by Alex Edwards |
Nov 2, 2021
The coalition—dedicated to hiring, promoting, and retaining more Black professionals in fintech—has doubled its number of partners and participating firms and served more than 250 students from four cities just a year after forming. Executive Director Michelle Williams leads the coalition from Dallas.
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by David Seeley |
Oct 20, 2021
Dallas VC-turned-entrepreneur Joe Beard and financier Joel Radtke are innovating debt capital delivery at CollateralEdge.
It's a mission: The founders want to reduce the barriers for businesses to access lower-cost bank financing. By partnering with the banks, the founders can solve problems for all stakeholders with their tech solution that's backed by high-powered capital partners.
It's a mission: The founders want to reduce the barriers for businesses to access lower-cost bank financing. By partnering with the banks, the founders can solve problems for all stakeholders with their tech solution that's backed by high-powered capital partners.
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by Quincy Preston and Alex Edwards |
Sep 14, 2021
VC-turned-entrepreneur Joe Beard and financier Joel Radtke co-founded the new fintech to solve a "massive problem" in middle-market lending. CollateralEdge aims to help community and regional banks overcome collateral shortfalls, improve credit risk management, and drive profitable, long-term customer relationships. Capital partners include VC firm Perot Jain, Capital Factory CEO Josh Baer, and Kneeland Youngblood, the founding partner of Pharos Capital Group.
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