Search Results for: client acquisition

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Thomson Reuters Completes Acquisition Of SurePrep, LLC

Fintech News Desk
by Fintech News Desk0
Thomson Reuters Corporation announced it has closed on its previously announced acquisition of SurePrep, LLC (“SurePrep”), a US-based leader in 1040 tax automation software and services. On November 11, 2022, Thomson Reuters announced that it had reached a definitive agreement to acquire SurePrep for $500 million in cash. SurePrep is a California-based company that helps......
CardWorks Announces Acquisition of c to Expand Services for Lenders and Asset Managers
Finance Fintech News

CardWorks Announces Acquisition of Dataline Systems to Expand Services for Lenders and Asset Managers

Fintech News Desk
by Fintech News Desk0
Dataline brings unique capabilities in payment disbursement services, data reporting and analytics, and business process automation that are additive and complementary to CardWorks Servicing CardWorks Servicing, LLC (“CWS”), a wholly-owned subsidiary of CardWorks, Inc. (“CardWorks”) and one of the largest privately-held providers of end-to-end outsourcing support services for credit card and......
MyComplianceOffice Amplifies Reach and Growth With Milestone Acquisition and New Products
Compliance management News

MyComplianceOffice Amplifies Reach and Growth With Milestone Acquisition and New Products

Fintech News Desk
by Fintech News Desk0
Acquisition of Schwab Compliance Technologies in May 2022 cements position of MyComplianceOffice as a leading authority in compliance technology Global conduct risk and compliance technology provider MyComplianceOffice (MCO) had another strong and successful year in 2022, doubling revenue and headcount and achieving significant scale. An infusion of debt funding from......
HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients
Banking News

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients

Fintech News Desk
by Fintech News Desk0
Using their HSBC business cards, joint customers will be able to simplify essential processes Extend, a leading virtual card and spend management platform, announced a partnership with HSBC, one of the world’s largest banking and financial services organizations. HSBC will offer Extend solutions to its commercial card clients in the......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
TessPay Announces Acquisition of Create.iF
Digital Payments News

TessPay Announces Acquisition of Create.iF

Fintech News Desk
by Fintech News Desk0
Established over 15 years, this company provides TessPay with expansion opportunities into construction industry with large multi-year commercial contracts TessPay, owner of secure payments platform including Smart Contracts and Automated Payments, announced that it has acquired Create.iF, a multi-disciplinary UK construction and property consultancy. Create.iF is a multi-disciplinary consultancy offering......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Capital Markets Digital News

Crownpeak Finalizes Acquisition Of Attraqt To Expand Its Digital Experience Portfolio With Product Discovery Capabilities

Fintech News Desk
by Fintech News Desk0
Crownpeak, a leading digital experience platform (DXP), announced the closing of the acquisition of United Kingdom-based Attraqt, following regulatory approval. “Both customer bases can now realize a unified approach to drive content-driven commerce experiences across all digital channels.” Attraqt is a leading provider of SaaS solutions that powers exceptional product......
Greystone Provides $25.4 Million Loan for New Haven, CT Multifamily Portfolio Acquisition
Finance News

Greystone Provides $25.4 Million Loan for New Haven, CT Multifamily Portfolio Acquisition

Fintech News Desk
by Fintech News Desk0
Greystone, a leading national commercial real estate finance company, has provided a $25,449,000 loan for acquisition of a 145-unit multifamily portfolio in New Haven, Connecticut. The financing was originated by Rob Meehan, Managing Director at Greystone and Avrom Forman, Director at Greystone, on behalf of Broadway Elm LLC. The Greystone......
Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition
News Risk Management

Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition

Fintech News Desk
by Fintech News Desk0
Enable expands in Australia with acquisition of Profectus’ leading Rebate Deal Management (RDM) software platform; Profectus secures a stake in Enable while partnership facilitates global market entry Enable, the collaborative rebate management platform, has completed the acquisition of the Rebate Deal Management (RDM) arm of Profectus Group, a leading technology-driven services......
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