Category : Investments

The Plynk® App Introduces Retirement Accounts Designed to Simplify Retirement Investing
Finance Investments News

The Plynk® App Introduces Retirement Accounts Designed to Simplify Retirement Investing

Business Wire
by Business Wire0
Plynk adds traditional and Roth IRAs to its all-in-one investing platform, with built-in educational guardrails to help new savers navigate retirement options Plynk®, the award-winning app designed to simplify the investing experience and empower users with confidence-boosting tools, announced the launch of Individual Retirement Accounts (IRAs), including both traditional and Roth options.......
Kingland Publishes the Firm of Tomorrow - a Framework for Public Accounting Investment
Fintech Investments News

Kingland Publishes the Firm of Tomorrow – a Framework for Public Accounting Investment

PR Newswire
by PR Newswire0
Kingland Systems (“Kingland”), a leading enterprise data, risk, and regulatory software provider, announces the launch of its Firm of Tomorrow framework for public accounting investment, a forward-looking vision designed to help firms modernize how they manage risk, regulation, and growth in an increasingly complex operating environment, based on Kingland’s work with......
Lightkeeper Launches "Lightkeeper Beacon" To Deliver Verifiable AI Answers to Institutional Investment Data
Investments News

Lightkeeper Launches “Lightkeeper Beacon” To Deliver Verifiable AI Answers to Institutional Investment Data

PR Newswire
by PR Newswire0
Ask portfolio analytics questions in plain English, get verifiable answers in seconds Lightkeeper, a leading provider of data and analytics solutions for investment managers, announced that Lightkeeper Beacon (“Beacon”) is available to all clients. Beacon enables investment professionals to ask questions about their portfolio data in plain English via large......
Elevate Announces Strategic Investment in Gonzalez Advisors, Establishing Presence in Southern California and Advancing National Expansion Strategy
Finance Investments News

Elevate Announces Strategic Investment in Gonzalez Advisors, Establishing Presence in Southern California and Advancing National Expansion Strategy

PR Newswire
by PR Newswire0
Elevate, a national accounting and advisory platform backed by long-term growth capital, announced a strategic investment in Gonzalez Advisors, a tax and advisory firm in Orange County led by Managing Partner John Gonzalez. Gonzalez Advisors builds upon the longstanding reputation and client relationships established by Gonzalez CPA and represents the......
Metropolitan Commercial Bank Completes ACH Cloud Migration Powered by Finzly in Landmark Move
Banking Investments News

Metropolitan Commercial Bank Completes ACH Cloud Migration Powered by Finzly in Landmark Move

PR Newswire
by PR Newswire0
Legacy mainframe retirement marks milestone in industry shift toward modern ACH payment infrastructure Metropolitan Commercial Bank, a full-service commercial bank based in New York City has become one of the first U.S. banks to fully retire its legacy ACH mainframe, completing a migration to Finzly’s cloud-native, API-first payment platform. The move is......
Sowell Management Names Vincent Gimarelli Chief Development Officer
Finance Investments News

Sowell Management Names Vincent Gimarelli Chief Development Officer

PR Newswire
by PR Newswire0
AssetMark sales executive is the latest industry veteran to join Sowell’s enhanced leadership team Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that Vincent Gimarelli has joined the firm as its first Chief Development Officer. The former AssetMark sales executive will......
Click n' Close to Deploy Dara by Sagent to Power Core, Consumer, and Default Servicing
Fintech Investments News

Click n’ Close to Deploy Dara by Sagent to Power Core, Consumer, and Default Servicing

PR Newswire
by PR Newswire0
Sagent announced that Click n’ Close, a private mortgage provider and the nation’s leader in home loans to Native Americans, made the commitment to integrate Dara into their core, consumer, and default servicing operations beginning in 2026. Dara by Sagent is the first end-to-end, cloud-native servicing platform with real-time functionality.......
WealthRabbit Partners With Bitwise To Offer Diversified Crypto Access in Retirement Accounts
Cryptocurrency Investments News

WealthRabbit Partners With Bitwise To Offer Diversified Crypto Access in Retirement Accounts

PR Newswire
by PR Newswire0
Offering addresses a growing need: 74% of Americans say they would invest in crypto if there were “easier and more secure” options to access it. Bitwise Asset Management, the global crypto asset manager with more than $15 billion in client assets, and WealthRabbit, the fast-growing digital retirement plan platform for small businesses......
Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers
Banking Investments News

Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers

GlobeNewswire
by GlobeNewswire0
Orange County Bancorp, Inc., parent company of Orange Bank & Trust Co. (the “Bank”) and Orange Investment Advisors, is pleased to announce the appointment of Robert Carr and Stephen Soper as Portfolio Managers at Orange Investment Advisors, effective immediately. Carr and Soper will manage client portfolios in alignment with individual......
AMG Expands Its Partnership with Garda Capital Partners with Increased Investment
Investments News

AMG Expands Its Partnership with Garda Capital Partners with Increased Investment

GlobeNewswire
by GlobeNewswire0
Increased investment deepens AMG’s partnership with Garda, a leading liquid alternatives manager specializing in fixed income relative value, with an excellent long-term investment track record Garda will remain majority-owned and led by its management team Transaction is aligned with AMG’s long-term growth strategy and further expands Company’s exposure to alternative......
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