Search Results for: financial management

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management
Finance News

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management

PR Newswire
by PR Newswire0
Vlorish, an innovative financial technology startup, officially launches its new freelancer finance platform aimed at disrupting traditional bookkeeping, budgeting and credit scoring models for the freelance market. The first-of-its-kind web platform offers freelancers, solopreneurs, independent contractors, and employees with side hustles a way to manage their personal and business finances......
Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds
Banking News

Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds

Business Wire
by Business Wire0
Personalized Budgeting and Financial Management Tools Create Opportunities for Providers While the major U.S. retail banks and credit card providers have trained their sights on a new generation of personal financial management “super tools” as the next frontier of mobile app and website development, Canadian banks have been slower to......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Banking Mobile Banking News

Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features

Business Wire
by Business Wire0
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform
Digital Payments Finance News

Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform

Fintech News Desk
by Fintech News Desk0
Addition of Defero’s Consumer-Focused Credit Scoring Platform Further Differentiates Axo as the Broker-of-Choice in the Nordics Axo AS (“Axo”), a leading distributor of personal finance products in the Nordic region and portfolio company of Corsair, a leading private equity firm targeting payments, software and business services investments in the financial......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
Mesh Payments Raises $50 Million Led By Tiger Global to Provide The Next Generation of Corporate Financial Management
Digital Payments News

Mesh Payments Raises $50 Million Led By Tiger Global to Provide The Next Generation of Corporate Financial Management

Fintech News Desk
by Fintech News Desk0
Series B Round Enables Mesh to Further Disrupt the Spend Management Space Mesh Payments, a leading corporate payment and spend management platform, announced today that it has raised $50 million in Series B funding led by Tiger Global. Other investors include Entrée Capital, Falcon Edge Capital and existing investors TLV Partners and Meron......
InfraSight and Grid Dynamics Bring New Observability to IT Financial Management
Finance Fintech News

InfraSight and Grid Dynamics Bring New Observability to IT Financial Management

Fintech News Desk
by Fintech News Desk0
InfraSight Software Corporation (InfraSight) and GRID Dynamics, Inc. (GRID) have agreed to integrate InfraSight’s Inframeter technology with GRID’s industry-leading Finncial Planning & Analysis (FP&A) and Enterprise Performance Management (EPM) solutions. Latest Fintech Insights: CoinShares Announces Free-To-Trade and Savings Plan Agreements In Partnership With S Broker “Now we can help customers proactively......
Sage Intacct Customers Honored at Sage Transform 2021 for Outstanding Achievements in Cloud Financial Management
Cloud Fintech News

Sage Intacct Customers Honored at Sage Transform 2021 for Outstanding Achievements in Cloud Financial Management

Fintech News Desk
by Fintech News Desk0
Annual Customer Success Awards recognize industry leading organizations that use Sage Intacct products to transform their business  Sage , the market leader in cloud business management solutions, announced the winners of the 2021 Sage Intacct Customer Success Awards. Winners were showcased at the Sage Transform 2021 conference this week in......
USDTair Financial Management Company Gives You the Tools and Guidance Needed to Maximize Your Cryptocurrency Portfolio
Cryptocurrency Finance Fintech News

USDTair Financial Management Company Gives You the Tools and Guidance Needed to Maximize Your Cryptocurrency Portfolio

Fintech News Desk
by Fintech News Desk0
Cryptocurrencies are the latest exciting development taking the world of investment by storm, and investors are increasingly turning to cryptocurrency as a way to diversify their portfolios. However, cryptocurrencies can be hard for beginners to get to grips with, which means that there is a demand for dedicated cryptocurrency asset......
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