Search Results for: Advisory Board

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
by Fintech News Desk0
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
Billtrust is "Best-in-Class" According to Aite Report
Business Fintech News

Billtrust is “Best-in-Class” According to Aite Report

Fintech News Desk
by Fintech News Desk0
Report Identifies Order-to-Cash Leader as “Power Player” in Integrated Receivables Market Billtrust, the leader in B2B order-to-cash solutions, has been recognized as a “Best-in-Class” vendor according to Aite, a global research and advisory firm. In its “Aite Matrix Evaluation: Leading Providers of Integrated Receivables Solutions” report, Billtrust is identified as......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

Avii’s New Cost Calculator Shows Accountants Exactly What Their SaaS and Accounting Software Platform Functionality Costs

Fintech News Desk
by Fintech News Desk0
The tool is free and the results confidential, and most accountants and practices are extremely surprised  How do you audit an auditor? It may seem like the price accounting practices are paying for accounting software is an easy answer, but in most cases, the genuine answer may be a giant......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
Crowe LLP Announces CEO Succession Plan
Fintech News

Crowe LLP Announces CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
Mark Baer to become CEO, effective April 1, 2021  Crowe, a public accounting, consulting and technology firm with offices around the world, has announced the appointment of Mark Baer, 50, as its CEO-elect. He will assume the CEO role on April 1, 2021. Jim Powers continues to serve as CEO until March 31, 2021, completing his......
Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free
Fintech News

Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free

Fintech News Desk
by Fintech News Desk0
 Avii is Filling the Gap with Automation by providing the full Avii Workspace™ platform for Tax, Audit and Advisory free for up to 25 users until at least June 1, 2020, to help ease new hurdles  To aid accounting firms of all sizes, effective immediately, Avii is providing the Avii Workspace......
InterPayments Acquires SurchX
Fintech News

InterPayments Acquires SurchX

Fintech News Desk
by Fintech News Desk0
InterPrivate LLC announced the acquisition of SurchX, a market leading payments technology platform,  by a newly formed affiliate, InterPayments LLC. Founded in 2017, SurchX developed technology solutions allowing retailers and other merchants to recover the maximum amount of their credit card processing fees via surcharging while maintaining strict compliance with......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
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