Search Results for: client acquisition

Decimal Acquires SaaS Bookkeeping Assets of KPMG Spark
Fintech News

Decimal Acquires SaaS Bookkeeping Assets of KPMG Spark

Fintech News Desk
Acquisition broadens Decimal’s suite of automated accounting operations solutions for small and medium-sized businesses Decimal, a leading fintech company offering bookkeeping and accounting operations for small and medium-sized businesses, announced it has acquired the cloud-based bookkeeping service and certain other assets of KPMG Spark, owned by Big Four tax, accounting......
Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products
Fintech News

Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products

Fintech News Desk
The acquisition will enhance the company’s rapidly growing Best Egg product portfolio, offering customers personalized rent payment solutions Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, announced the acquisition of Till, Inc., a leading flexible rent platform. Till will be rebranded as Best Egg......
Risk Strategies Launches National Consulting Business
News Risk Management

Risk Strategies Launches National Consulting Business

Fintech News Desk
Core business segment offers extensive consulting services for employers and insurance providers Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced it has launched its national consulting and actuarial services business. Now merged into a single unified business segment and reporting to John Greenbaum, Risk Strategies......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
Marsh McLennan Agency Acquires McDonald Zaring Insurance
InsurTech News

Marsh McLennan Agency Acquires McDonald Zaring Insurance

Fintech News Desk
Expands Presence in Northwest Region Marsh McLennan Agency (MMA), a subsidiary of Marsh, announced the acquisition of McDonald Zaring Insurance (MZI), a full-service agency located in Walla Walla, Washington. Terms of the acquisition were not disclosed. “McDonald Zaring Insurance prides itself on its extensive experience and deep client relationships, aligning......
Intuit to Acquire Financial Health Startup SeedFi
Fintech News

Intuit to Acquire Financial Health Startup SeedFi

Fintech News Desk
SeedFi’s Credit Builder feature will join Intuit’s Credit Karma business to help more members build credit while saving money Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced it has entered into an agreement to acquire SeedFi, the partner behind Credit Karma’s Credit Builder, which helps low, or......
645 Ventures Closes $347 Million Fourth Fund and First Select Fund to Invest in Iconic Technology Companies
Investment Services News

645 Ventures Closes $347 Million Fourth Fund and First Select Fund to Invest in Iconic Technology Companies

Fintech News Desk
645 Ventures scales firm, team, portfolio, and AUM to over half a billion since 2014 inception, backed by prestigious LP base 645 Ventures, an early-stage venture capital firm that partners with exceptional founders building iconic technology companies, announced its oversubscribed fourth fund, Fund IV, alongside the launch of the firm’s......
Digital Payments News

Medius Continues To Build Payments Capability As integration With OnPay Solutions Is Fully Operationalized

Fintech News Desk
Medius, a leading provider of AP Automation and wider spend management solutions, today announces the full integration of OnPay Solutions into the Medius platform, providing an end-to-end payments offering for customers in North America. The acquisition of Jacksonville-based OnPay Solutions in March 2022 enables the company to integrate payments into its source-to-pay platform. The......
Centralis Group launches Alternative Investment Fund AML Risk Management services
News Risk Management

Centralis Group launches Alternative Investment Fund AML Risk Management services

Fintech News Desk
Centralis’ Governance, Risk and Compliance service line, launched earlier this year on the incorporation of Wheelhouse Advisors into the Group, continues to broaden its proposition to the alternative investment management sector following last month’s acquisition of Danesmead Limited Centralis Group announced the further expansion of its Governance, Risk and Compliance service......
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services
Investment Services News

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services

Fintech News Desk
Independent investment advisors using Schwab’s custodial services and the BillFinâ„¢ client billing solution now have more capabilities, ease of use Envestnet announced that its Redi2 BillFin solution  is developing a deeper integration with Schwab Advisor Services, the industry’s largest provider of custody, trading and support services to independent investment advisors.......
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