Search Results for: tax expert

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
Manhattan Crypto Capital Trades in Disruptive Cryptographic Assets
Cryptocurrency Investment Services News

Manhattan Crypto Capital Trades in Disruptive Cryptographic Assets

Fintech News Desk
by Fintech News Desk0
This crypto fund specializes in the fastest-growing, highest-yielding crypto assets Manhattan Crypto Capital (MCC) is launching a private crypto investment fund that boasts the fastest-growing, highest-yielding assets with high performance in hard and soft assets. Built by a seasoned investor, this fund connects verified accredited investors with disruptive managers. With this......
Sage Launches Cloud-Based Accounting Solution for Property Managers
Cloud Finance News

Sage Launches Cloud-Based Accounting Solution for Property Managers

Fintech News Desk
by Fintech News Desk0
Sage Intacct Real Estate delivers a modern and flexible approach to property management financials Sage, the leader in accounting, financial, HR, and payroll technology for small and medium-sized businesses (SMBs), announced the launch of Sage Intacct Real Estate, a new module that adds property management functionality to the Sage Intacct cloud financial......
Copley Equity Partners Announces Investment in FMG Leading
Investment Services News

Copley Equity Partners Announces Investment in FMG Leading

Fintech News Desk
by Fintech News Desk0
Copley Equity Partners, LLC, a private investment firm focused on lower middle-market companies with strong growth opportunities, announced that it has made an investment in industry-leading advisory firm FMG Leading (“FMG”). Terms of the transaction were not disclosed. “Embarking on this next chapter with Copley Equity Partners will allow us......
Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
by Fintech News Desk0
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
Wolters Kluwer Launches OmniVault for Real Estate Finance
Mortgage News

Wolters Kluwer Launches OmniVault for Real Estate Finance

Fintech News Desk
by Fintech News Desk0
eVault solution enables clients to manage digital HELOCs and eMortgages on a single platform Wolters Kluwer Compliance Solutions has launched its OmniVault for Real Estate Finance solution. OmniVault for Real Estate Finance uses the company’s industry-leading, multi-award winning eVault technology to support digital home equity lending, both HELOCs and home......
Miami-Based Startup Dorado Is Pioneering a New Crypto-Native IRA Platform
Cryptocurrency Digital Asset Management News

Miami-Based Startup Dorado Is Pioneering a New Crypto-Native IRA Platform

Fintech News Desk
by Fintech News Desk0
Miami-based startup Dorado is launching the first crypto-native IRA software platform of its kind that will offer yield on digital assets within retirement accounts. The company will provide a retirement platform where customers can open an IRA and self-trade or stake the cryptocurrency of their choice. Dorado is collaborating with......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Analytics Featured News

San Jose is The Top City for Small Business in 2022

Fintech Analyst
by Fintech Analyst0
Biz2Credit has identified San Jose as the “Best Small Business City in America,” based on average annual revenues in 2021, credit scores, age of business, and Biz2Credit’s proprietary BizAnalyzer score. BizAnalyzer factors in the local business climate, including rents, labor costs, and local tax rates. Biz2Credit examined the financials of over 82,000 companies that applied for small business loans in 2021, including companies that applied for PPP loans. According......
Fable Fintech Announces Strategic Partnership With XeOPAR
Capital Markets Commerce News

Fable Fintech Announces Strategic Partnership With XeOPAR

Fintech Analyst
by Fintech Analyst0
Empowered by Fable Growth Suite, XeOPAR sets sight on $240 billion remittance market – comprising an average transaction volume of $500 per month or less  Fable Fintech, a leading global banking infrastructure company enabling SaaS-powered platforms for cross-border, corporate, trade, and FX transactions, announced its strategic partnership with XeOPAR, a......
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