Search Results for: Strategic Advisory

SafeSend Appoints Mathieu Stevenson as CEO to Lead Strategic Expansion and Product Innovation in Tax and Accounting Automation
Fintech News

SafeSend Appoints Mathieu Stevenson as CEO to Lead Strategic Expansion and Product Innovation in Tax and Accounting Automation

PR Newswire
by PR Newswire0
SafeSend, the leading provider of automation technology for tax and accounting professionals, announced the appointment of Mathieu Stevenson as its new Chief Executive Officer. Stevenson’s tenure marks an exciting new chapter for SafeSend, characterized by expansion, product innovation, and unparalleled commitment to firm and client success. SafeSend, the leading provider of automation......
Hinkal Closes Strategic Funding Round to Advance Discreet Trading and Position Liquidation
Finance Fintech News

Hinkal Closes Strategic Funding Round to Advance Discreet Trading and Position Liquidation

PR Newswire
by PR Newswire0
Hinkal, a multi-chain privacy layer for confidential decentralized finance (DeFi) transactions, today announced a $1.4 million strategic funding round led by SALT Fund, with participation from Draper Associates, SNZ and Peer VC. Additionally, Tal Cohen, CEO of Kraken US, joined the company advisory board. The raise follows the close of Hinkal’s $4.1M seed funding round in November of......
RISCPoint Announces Strategic Partnership with Anecdotes
Compliance management News

RISCPoint Announces Strategic Partnership with Anecdotes

PR Newswire
by PR Newswire0
The partnership brings enterprise-grade technology and implementation methodology purpose-built for the start-up and SMB space, providing access to programs with the efficiency and price point needed for growing organizations. RISCPoint, an industry leader in cloud, cybersecurity and compliance management consulting, has partnered with the leader in Compliance Operating Systems, anecdotes. The......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
by PR Newswire0
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
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......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
CoinShares Secures Strategic Option to Acquire Valkyrie Funds
Fintech News

CoinShares Secures Strategic Option to Acquire Valkyrie Funds

PR Newswire
by PR Newswire0
This option to acquire is the latest step in CoinShares’ U.S. expansion, following the launch of Hedge Fund Solutions in September 2023. CoinShares has also entered into a brand licensing agreement for Valkyrie’s products notably its pending Bitcoin spot ETF. Valkyrie will continue to operate as an independent entity until CoinShares decides to exercise......
Red Iron Group Announces Strategic Investment in Hiline Services
Investment Services News

Red Iron Group Announces Strategic Investment in Hiline Services

PR Newswire
by PR Newswire0
Leading Provider of Financial Operations-as-a-Service Positioned for Significant Further Growth and Capabilities Expansion Red Iron Group, a Menlo Park-based private investment firm, announced a significant growth investment in hiline Services, LLC (“hiline” or “the Company”), a fast-growing provider of financial operations-as-a-service. Red Iron Group will provide financial, operational and strategic support......
Fintech News

Deloitte and Nexxiot Announce Strategic KYX Partnership for Logistics

PR Newswire
by PR Newswire0
Enhancing global trade compliance and operational efficiency with asset intelligence Introducing KYX (combining Know Your Client with Know Your Cargo) by Deloitte, powered by Nexxiot. Deloitte, known for its comprehensive range of services, including audit, consulting, financial advisory, risk management, tax, and legal services, is joining forces with Nexxiot, known for its expertise......
Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption
Artificial Intelligence News

Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption

PR Newswire
by PR Newswire0
Bain & Company announced a partnership with Microsoft which will enable Bain’s client businesses to build and deploy new artificial intelligence (AI) applications across their operations faster, more effectively, and at scale. The partnership combines Bain’s multi-disciplinary expertise in strategic business advice, machine learning, application engineering, and Microsoft’s Azure OpenAI service to......
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