Search Results for: KPMG

Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Ultimus Selected as New Transfer Agent to Weitz Funds
Investment Services News

Ultimus Selected as New Transfer Agent to Weitz Funds

Fintech News Desk
by Fintech News Desk0
Firm’s appointment is a result of proven tech-driven innovation and industry-leading client services Ultimus Fund Solutions, a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, proudly announces its newest transfer agent client, Weitz Funds (Weitz), with its nine mutual funds. Ultimus played a significant role in assisting......
Ageras Launches Small-Biz Inflation Tracker, Finds Inflation Rates Outpacing Prices Charged by Europe’s Smallest Businesses
Fintech News

Ageras Launches Small-Biz Inflation Tracker, Finds Inflation Rates Outpacing Prices Charged by Europe’s Smallest Businesses

Fintech News Desk
by Fintech News Desk0
Leveraging its proprietary data from more 100,000 SMEs using its suite of banking, accounting, and business admin software, Ageras’ inaugural inflation index shows that in the latest quarter, small businesses lost significant pricing power across seven of Europe’s most important economies Ageras, the leading fintech company utilizing its banking and......
AltoVita Secures $9.5M Series A Investment to Redefine Corporate Accommodation Technology
Investment Services News

AltoVita Secures $9.5 Million Series A Investment to Redefine Corporate Accommodation Technology

Fintech News Desk
by Fintech News Desk0
Company achieves 486% YoY growth and develops global accommodation technology to help employees of Fortune 2000 companies book and manage at scale smart, safe and sustainable flexible living AltoVita, the award-winning global corporate accommodation platform, whose customers include Hewlett Packard Enterprises, Google and US government agencies, announced it has secured......
Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
by Fintech News Desk0
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
CeriFi Completes Transformational Acquisitions of Checkpoint Learning and West LegalEdcenter Creating the Largest Professional Education Platform Uniquely Serving Learners
Finance News

CeriFi Completes Transformational Acquisitions of Checkpoint Learning and West LegalEdcenter Creating the Largest Professional Education Platform

Fintech News Desk
by Fintech News Desk0
Transaction represents the 13th and 14th acquisitions for the Leeds Equity Partners backed portfolio company CeriFi announced the acquisitions of Checkpoint Learning and West LegalEdcenter from Thomson Reuters Corporation, significantly expanding its professional licensing and continuing education offerings across the accounting, tax and legal sectors. With these two acquisitions, CeriFi now partners......
PayZen Raises $220 Million Growth Round for Personalized Healthcare Affordability
Fintech News

PayZen Raises $220 Million Growth Round for Personalized Healthcare Affordability

Fintech News Desk
by Fintech News Desk0
The round is comprised of a $200 million credit facility and $20 million equity raise PayZen, the fintech company tackling healthcare affordability with personalized, no-cost patient financing solutions, has raised a $220 million growth round to strengthen its leadership position as it pioneers the new category of Affordability Financing. The......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
Find Out if You Are Approved for an American Express Personal Card Before Impacting Your Credit Score
Finance News

Find Out if You Are Approved for an American Express Personal Card Before Impacting Your Credit Score

Fintech News Desk
by Fintech News Desk0
American Express announced that it is piloting a new application experience for its U.S. Personal Cards to help consumers apply with confidence, especially those who are unsure if they’ll qualify for a Card. During the application process, select applicants can find out if they are approved without impacting their credit......
CIT Serves as Lead Arranger on $419 Million in Financing for Broad River Power Facility in South Carolina
Finance News

CIT Serves as Lead Arranger on $419 Million in Financing for Broad River Power Facility in South Carolina

Fintech News Desk
by Fintech News Desk0
CIT, a division of First Citizens Bank, announced that its Power and Energy business served as lead arranger on $419 million in financing for acquisition of the Broad River power generation facility in Gaffney, South Carolina. Onward Energy Inc. is acquiring the five-unit, 860-megawatt simple-cycle peaking power plant, which is fully contracted......
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