Search Results for: capital management software

Clio Announces Centaur Status, Joining Elusive $100Million ARR Club
Fintech Funding News

Clio Announces Centaur Status, Joining Elusive $100Million ARR Club

Fintech News Desk
Clio’s rapid innovation and support for the legal industry has secured its position as a market leader, furthering the company’s goal of becoming an enduring, 100-year company. Clio, the world’s leading provider of cloud-based legal technology, is Canada’s first legal technology company to achieve centaur status, a title reserved for private SaaS......
Codat raises $100 million to build the internet for business data and announces J.P. Morgan, Shopify & Plaid as investors
Investments News

Codat Raises $100 Million to Build the Internet for Business Data and Announces J.P. Morgan, Shopify & Plaid as Investors

Fintech News Desk
Codat, the universal API for small business data, announced that it has raised $100 million in a series C investment round led by JP Morgan Growth Equity Partners. Canapi Ventures and Shopify also participated in the round and Plaid has been publicly named as an investor for the first time. Existing investors......
AffiniPay, Parent Company of LawPay, Acquires MyCase from Apax Funds
Fintech Funding News

AffiniPay, Parent Company of LawPay, Acquires MyCase from Apax Funds

Fintech News Desk
LawPay and MyCase Combine to Power Modern Law Firms as a Legal Tech Software Company AffiniPay, the parent company of LawPay, announced today that it will acquire legal practice management software company, MyCase, from funds advised by Apax. This combination creates one of the fastest-growing integrated legal practice management software and payments......
Kyriba Named One of the World’s Most Innovative Financial Technology Companies of 2022
Fintech News

Kyriba Named One of the World’s Most Innovative Financial Technology Companies of 2022

Fintech News Desk
Global Finance Magazine Recognizes Cloud-based Finance and IT Solutions Leader for Reimagining and Designing Finance Tools for Corporate Treasury Teams, Financial Institutions Kyriba, a global leader of cloud-based finance and IT solutions, has been recognized by Global Finance Magazine as one of the five most innovative global financial technology companies of......
Electra Appoints Experienced Finance Executive as CFO
Finance News

Electra Appoints Experienced Finance Executive as CFO

Fintech News Desk
Electra Battery Materials Corporation announced the appointment of Craig Cunningham, a finance executive with 17 years of experience as Chief Financial Officer effective today. Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to Strengthen Consumer Loan Portfolio “Craig is a welcome addition to the Electra senior leadership team,......
Franklin Mutual Insurance Group Selects Guidewire Cloud to Enhance Customer Experience for Business Growth
InsurTech News

Franklin Mutual Insurance Group Selects Guidewire Cloud to Enhance Customer Experience for Business Growth

Fintech News Desk
New Jersey Property and Casualty (P&C) insurer to leverage Guidewire Cloud to increase business agility and deliver more value to agents, employees, and policyholders Franklin Mutual Insurance Group, a P&C insurance provider for New Jersey residents and business owners, and Guidewire announced that Franklin Mutual Insurance has selected Guidewire Cloud to......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
SecZetta Featured in Aite-Novarica Group Inaugural Risk Insights and Advisory Fintech Spotlight
Fintech News

SecZetta Featured in Aite-Novarica Group Inaugural Risk Insights and Advisory Fintech Spotlight

Fintech News Desk
SecZetta, the leading provider of third-party identity risk solutions, is pleased to share it is featured in a new financial services technology spotlight report by the Aite-Novarica Group, an advisory firm providing mission-critical insights on technology, regulations, markets, and operations to banks, payments providers, insurers, and securities firms. The first of a new......
Cary Street Partners To Acquire RIA Business from Atlantic Union Bank
Banking News

Cary Street Partners To Acquire RIA Business from Atlantic Union Bank

Fintech News Desk
Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is a Virginia-based wealth management......
Pinwheel Furthers its Commitment to Providing Best-in-Class Security and Compliance for Income Data by Obtaining the Highest Security Certification in the Industry
Finance News Security

Pinwheel Furthers its Commitment to Providing Best-in-Class Security and Compliance for Income Data by Obtaining the Highest Security Certification in the Industry

Fintech News Desk
Pinwheel, the market-leading income layer for financial services, furthers its commitment to setting the market-leading security standards for consumer-permissioned access to payroll data by receiving the highest security certification in the industry. Pinwheel is now an ISO/IEC 27001:2013 certified provider whose Information Security Management System (ISMS) has received third-party accreditation from the......
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