Search Results for: advisory firm

FACERE25 and MJC Partners Successfully Launch New Fintech Advisory Firm Forty Grand
Digital Fintech News

FACERE25 and MJC Partners Successfully Launch New Fintech Advisory Firm Forty Grand

Fintech News Desk
by Fintech News Desk0
Dion Lisle of advisory firm FACERE25 is partnering with Michael Cavallaro and Carlton Jenkins of investment banking firm MJC Partners to launch Forty Grand whose singular mission is to drive value for community banks by delivering Fintech focused digital innovation. The three founding partners each bring a unique perspective but......
ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks
Analytics Banking News

ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks

Business Wire
by Business Wire0
ModernFi, which operates the first tech-enabled deposit marketplace for banks, is proud to announce its inaugural Advisory Board. The ModernFi team is extremely fortunate and grateful to work alongside industry leaders across tech and finance. Recent events in the banking sector have crystallized the importance of effective deposit management and......
Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round
Finance Fintech News

Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round

PR Newswire
by PR Newswire0
Backed by Four VCs, an Unparalleled Advisory Board, and Decades of Experience, Aghanim’s Direct-to-Consumer Game Hub Strategy Delivers a Significant Net Revenue Boost Compared to Web Shops for Mobile Game Studios Aghanim, a pioneering mobile gaming fintech company founded by the former CEO and CTO of Xsolla, has announced the......
Silverfin announces partnership with MYOB to deliver cloud-first solution to ANZ accounting firms as the industry embraces AI and compliance automation
Cloud Fintech News

Silverfin announces partnership with MYOB to deliver cloud-first solution to ANZ accounting firms as the industry embraces AI and compliance automation

PR Newswire
by PR Newswire0
Leading cloud-first accounting and compliance solution Silverfin has today announced a 10-year exclusive partnership with MYOB, a leading business management platform in Australia and New Zealand. Now with presence in 15 countries, this strategic collaboration marks a significant step in Silverfin’s commitment to global expansion, bringing cloud-first, AI-powered post accounting solutions to......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
QuickFee and Knuula Partner to Automate the Engagement-to-Cash Workflow for Accounting Firms
Finance Fintech News

QuickFee and Knuula Partner to Automate the Engagement-to-Cash Workflow for Accounting Firms

PR Newswire
by PR Newswire0
QuickFee a market-leading payments, financing, and billing automation provider for professional service firms, including the IPA Top 500 – today announced a new strategic integration with Knuula, the end-to-end engagement letter solution provider that allows firms to customize and automate their engagement letter process at scale. This partnership enables accounting......
J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board
Investment Services News

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

PR Newswire
by PR Newswire0
David Epstein, former CEO of Seagen who oversaw its sale to Pfizer in 2023 is set bring his expertise to JP Morgan’s life sciences capital investment division. With 30 years of industry experience, including deal making, drug development, commercialization, etc. will advise JP Morgan life sciences capital for early and......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
1