Search Results for: CEO

Tulip Partners with Avalara to Automate Tax Compliance
Business Fintech News

Tulip Partners with Avalara to Automate Tax Compliance

Fintech News Desk
by Fintech News Desk1
Tulip, the leader in store associate cloud-based mobile solutions, announced it has partnered with Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes , to offer AvaTax to its customers. Avalara’s “Certified for AvaTax” program features integrations that perform at the highest level, providing......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019
Banking Fintech News

Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019

Fintech News Desk
by Fintech News Desk12
Instimatch Global, the digital network for institutional money market lending, has announced its performance highlights for the second half of 2019: Trade intent grew to $195 billion, up 44% on H1. The number of counterparties on the company’s international money markets network has grown to 80, up 50% compared to......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Banking News

Brex Hires Google Executive Paul-Henri Ferrand as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brex, the financial technology company that helps ambitious companies scale, announced the hire of Paul-Henri Ferrand as COO, to lead Brex’s go-to-market function through the company’s next phase of growth and expansion. Ferrand joins Brex from Google, where he was President, Global Customer Operations for Google Cloud. “PH is a......
Synopsys and Finastra Partner to Secure Financial Services App Ecosystem
Fintech News

Synopsys and Finastra Partner to Secure Financial Services App Ecosystem

Fintech News Desk
by Fintech News Desk0
Synopsys Provides Validation Services for Applications Deployed on Finastra’s FusionFabric.Cloud Open Innovation Platform Synopsys, Inc.  and Finastra announced a partnership establishing an application security validation program for FusionFabric.cloud, Finastra’s open platform for developing, deploying and consuming financial applications. The program, powered by the Synopsys Software Integrity Group, ensures that all applications offered......
Earnin Appoints Erbil Karaman as Head of Product
Banking Fintech News

Earnin Appoints Erbil Karaman as Head of Product

Fintech News Desk
by Fintech News Desk0
Earnin, the leader in innovative solutions to the world’s toughest financial problems, announced the appointment of Erbil Karaman as Head of Product. Karaman, a veteran of Facebook and Lyft, will lead the future development of the company’s product roadmap, reporting to Earnin Founder and CEO Ram Palaniappan and working alongside recently......
GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion
Banking News

GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion

Fintech News Desk
by Fintech News Desk0
2019 Sees Record Number of Industry Accolades; 2020 Plans Include Adding New Cash Forecasting Capabilities to Gtreasury’s Digital Treasury Management System GTreasury, a digital treasury management platform provider, announced key highlights from 2019 and plans for 2020. “2019 was a record-setting year for GTreasury, with unprecedented growth and the largest number......
FloQast Raises $40 Million to Accelerate Adoption of Close Management Software
Fintech Funding News

FloQast Raises $40 Million to Accelerate Adoption of Close Management Software

Fintech News Desk
by Fintech News Desk0
Series C Round Led by Norwest Venture Partners Brings Total Raised to $93m FloQast, a provider of close management software created by accountants for accountants to close the books faster and more accurately, announced it has raised $40 million in Series C funding led by Norwest Venture Partners with participation......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
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