Search Results for: client acquisition

Insight Partners and Partners Group to Make a Strategic Investment in Precisely
Investment Services News

Insight Partners and Partners Group to Make a Strategic Investment in Precisely

Fintech News Desk
by Fintech News Desk0
Leveraging the new investment and backing from existing sponsors Clearlake, TA Associates, and Centerbridge Partners, Precisely is poised to expand market leadership in data integrity software Precisely, a global leader in data integrity software, announced that Insight Partners and Partners Group, acting on behalf of its clients, have signed a definitive......
insightsoftware Acquires Legerity, Adding Cloud-Based Accounting Rules Offering for Complex Financial Transformation
Compliance management News

insightsoftware Acquires Legerity, Adding Cloud-Based Accounting Rules Offering for Complex Financial Transformation

Fintech News Desk
by Fintech News Desk0
Legerity FastPost Platform brings new capabilities to insightsoftware Consolidation and Close Offerings insightsoftware, a global provider of reporting, analytics, and performance management solutions, announced it has expanded its footprint in Europe with the acquisition of Legerity, a provider of cloud-based accounting rules software. This deal brings a new solution set......
Thentia Raises An Additional $10 Million From Existing Investors BDC Capital And Spring Mountain Capital Following Rapid Growth
Investment Services News

Thentia Raises An Additional $10 Million From Existing Investors BDC Capital And Spring Mountain Capital Following Rapid Growth

Fintech News Desk
by Fintech News Desk0
Funding will fuel rapid growth and support Thentia’s unprecedented expansion across North America Thentia, an industry-leading government software-as-a-service (SaaS) provider, announced it has closed an additional $10 million Series B1 investment led by existing investors Spring Mountain Capital and BDC Capital. This latest investment further deepens Thentia’s relationship with New York City-based......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
Kraken Appoints Mayur Gupta as CMO
Cryptocurrency News

Kraken Appoints Mayur Gupta as CMO

Fintech News Desk
by Fintech News Desk0
To Lead Brand & Growth Into Era of Mainstream Adoption Kraken, one of the world’s largest cryptocurrency exchanges, is delighted to announce the appointment of Mayur Gupta as its Chief Marketing Officer (CMO). Mayur will lead Kraken’s brand, product and growth marketing efforts to advance the company’s mission and become......
Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth
Banking Finance News

Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth

Fintech News Desk
by Fintech News Desk0
“SVB” to represent the company’s full offering: Silicon Valley Bank, SVB Capital, SVB Private, and SVB Securities SVB Financial Group (SVB), the financial partner of the innovation economy, announced a rebrand of its four primary businesses — Silicon Valley Bank, SVB Capital, SVB Private and SVB Securities — under the......
Latina-founded BaaS Provider NovoPayment Raises $19 Million Series A
Banking News

Latina-founded Banking-as-a-Service Provider NovoPayment Raises $19 Million Series A

Fintech News Desk
by Fintech News Desk0
Building on LatAm market success, Miami-based fintech pioneer to boost expansion in the US NovoPayment announced it has secured $19 million in Series A financing, led by Fuel Venture Capital and IDC Ventures, to further scale NovoPayment’s Banking-as-a-Service (BaaS) platform in existing markets and the US. NovoPayment offers a full-stack, multi-country, and multi-currency API cloud-based platform that powers......
National Wealth Management to Join Cary Street Partners
Investment Services News

National Wealth Management to Join Cary Street Partners

Fintech News Desk
by Fintech News Desk0
Further Expands Cary Street Partners’ New Jersey Presence Cary Street Partners announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based financial planning and wealth management......
Calabrese Consulting Acquires Albeck Financial Services
Finance Fintech News

Calabrese Consulting Acquires Albeck Financial Services

Fintech News Desk
by Fintech News Desk0
Two Industry-Leading, Women Owned Businesses Combine to Create a Full-Service Accounting and Advisory Firm Calabrese Consulting, an international Special Purpose Acquisition Company (SPAC) advisory firm, announced that it has acquired Albeck Financial Services, a Houston-based provider of SEC financial reporting and advisory services for small- and mid-cap public companies. Terms......
Versapay Acquires Leading Cash Application Fintech Company DadeSystems
Fintech News

Versapay Acquires Leading Cash Application Fintech Company DadeSystems

Fintech News Desk
by Fintech News Desk0
Expanding Versapay’s AR automation capabilities for its 8,000+ clients Versapay, the leader in Collaborative Accounts Receivable, announced it has completed its acquisition of U.S.-based fintech company DadeSystems. The acquisition broadens Versapay’s suite of accounts receivable (AR) automation solutions and expands its AI and machine learning capabilities. It also expands the......
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