Search Results for: Financial Advisor

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study
Fintech Funding Investment Services News

Private Equity Firms Feel Pressure to Scrutinize Legal Spend More Closely as M&A and Fundraising Declines, Says New Apperio Study

Fintech News Desk
by Fintech News Desk0
In-House Counsel Must Track, Analyze and Reduce Cost of Outside Legal Services to Weather Hard Times Ahead Private Equity (PE) firms in the U.S. and UK spend many millions of dollars on legal services annually, but they are scrutinizing their external legal spend like never before, according to a new Apperio research......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
AICPA and CPA.com Team with Biz2Credit to Launch PPP Loan Forgiveness Tool
Business Fintech News

AICPA and CPA.com Team with Biz2Credit to Launch PPP Loan Forgiveness Tool

Fintech News Desk
by Fintech News Desk0
The American Institute of Certified Public Accountants (AICPA) and its business and technology arm, CPA.com, today announced the launch of a Paycheck Protection Program (PPP) loan forgiveness platform, PPPForgivenessTool.com, which automates the forgiveness process for small business owners who received funds from the PPP. Read More: Hummingbird Raises $8.2M To Automate......
Kamakura Corporation Names Don M. Griffith to Board of Directors
Capital Markets Fintech News Risk Management

Kamakura Corporation Names Don M. Griffith to Board of Directors

Fintech News Desk
by Fintech News Desk0
 Kamakura Corporation is pleased to announce the expansion of its Board and the election of Don M. Griffith to the Board of Directors.  Mr. Griffith was the founder, chairman and chief executive of Grandpoint Capital, Inc, the parent company of Grandpoint Bank.  He previously founded two banking companies, an investment and advisory......
SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
Banking Fintech News

Latest SRM Survey Confirms Forward Push in Digital and Payment Activity

Fintech News Desk
by Fintech News Desk0
Survey captures financial institutions’ matured responses, consumer payment patterns in a prolonged pandemic environment SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, has conducted its second diverse sampling among banks and credit unions to evaluate their ongoing response to the effects of COVID-19 in the United States,......
Artificial Intelligence Blockchain Fintech Funding News

AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique, announced that it has continued its Technology investment banking expansion in the Southeast with the addition of two senior investment bankers, Jamie Hamilton, managing director, Financial Technology investment banking, and B.T. Remmert, managing director, IT Services investment banking. Both bankers join the Technology investment......
MerchantE Appoints Experienced Payment Professional to Executive Team
Fintech News

MerchantE Appoints Experienced Payment Professional to Executive Team

Fintech News Desk
by Fintech News Desk0
MerchantE, a leading end-to-end digital commerce platform, hired Mike Vaughn to serve as Senior Vice President of Operations as it enters its next stage of growth. “I’m thrilled to be joining MerchantE during this exciting time in the company’s history” With more than 20 years of experience in the payments......
Next-Generation Online Investing Platform Titanbay Launches to Widen Access to Private Equity
Fintech Fintech Funding Investment Services News

Next-Generation Online Investing Platform Titanbay Launches to Widen Access to Private Equity

Fintech News Desk
by Fintech News Desk0
We are pleased to announce the launch of Titanbay, a next-generation online platform enabling small and medium-sized institutional and professional private investors to easily access and strategically invest in a curated selection of top-tier private equity funds. Read More: Hummingbird Raises $8.2M To Automate Financial Compliance Technology Based in London,......
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