Search Results for: Financial Professionals

LeaseQuery Unveils LeaseGuru, the Industry’s Most Advanced Lease Accounting Solution for Small Businesses
Fintech News

LeaseQuery Unveils LeaseGuru, the Industry’s Most Advanced Lease Accounting Solution for Small Businesses

Fintech News Desk
by Fintech News Desk0
LeaseGuru, powered by LeaseQuery, facilitates mandatory compliance for businesses with a lease portfolio of under ten LeaseQuery, a leading provider of comprehensive lease accounting software to more than 1,000 companies, announced the launch of LeaseGuru, its CPA-approved, cloud-based lease accounting solution for public and private companies with a lease portfolio of......
Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint
Business Fintech News

Equity Analysts and Portfolio Managers Gain Unrivaled Access to Transactional Data Through ARM Insight’s New Research Tool – Enlightmint

Fintech News Desk
by Fintech News Desk0
Empirical Data from Millions of Card Transactions Illustrates Consumer Spending Trends Consumer Transaction Data is Directly Sourced, Safe and Statistically-Accurate – Ensuring Complete Compliance to Privacy Mandates Self Service-Portal Can Be Tailored to Specific Companies, Tickers or Industries ARM Insight, the leading provider of actionable insights from financial data, announced......
University of Toronto and Trilogy Education Launch FinTech Boot Camp in Toronto
Business Fintech News

University of Toronto and Trilogy Education Launch FinTech Boot Camp in Toronto

Fintech News Desk
by Fintech News Desk0
University of Toronto SCS Now Offering FinTech, Coding, Data Analytics, Cybersecurity, and UX/UI Boot Camps to Meet Demand for Tech Talent in Toronto The University of Toronto School of Continuing Studies (SCS) announced the launch of Toronto’s first comprehensive fintech training program in partnership with Trilogy Education, a 2U, Inc. brand and leading......
FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Banking News

FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams

Fintech News Desk
by Fintech News Desk0
The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, announced the addition of key executive staff and sales team members. Kevin Loffredi joins as Chief Product Officer and Michael Schaeffer joins as Director of Sales. In addition,......
Roc360 Launches First-of-Its-Kind Lead-Generation Platform Haus Lending
Business Fintech News

Roc360 Launches First-of-Its-Kind Lead-Generation Platform Haus Lending

Fintech News Desk
by Fintech News Desk0
–The Machine Learning-Driven Startup Matches Real Estate Investors and Lenders– Roc360, a financial services platform for residential real estate investors, announced the launch of Haus Lending, a machine learning-driven startup that leverages data science to source real estate investor leads, directly match those leads with private lenders and aid lenders with......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
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......
Leading Decentralized Investment Banking Group - Coinstreet Partners, Awarded Asia Futurist Leadership Award
Banking Fintech News

Leading Decentralized Investment Banking Group – Coinstreet Partners, Awarded Asia Futurist Leadership Award

Fintech News Desk
by Fintech News Desk0
The Asia Futurist Leadership Award in the category of High Flyer Award – Outstanding Deal Originator In Asia was awarded to Coinstreet Partners by the Association of Family Offices in Asia, the Association of Private Bankers in Greater China and the Women In Leadership Association at the Asia Futurist Leadership Summit, held in Hong Kong during International Financial Week. Asia Futurist......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
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