Search Results for: Business Advisors

Ramp Launches Broad Set of AI-Powered Capabilities to Save Businesses Time and Money
Artificial Intelligence Finance News

Ramp Launches Broad Set of AI-Powered Capabilities to Save Businesses Time and Money

PR Newswire
by PR Newswire0
Ramp Intelligence encompasses industry-first AI solutions powered by GPT-4, including vendor price intelligence, an accounting copilot, and effortless expense reports, among other releases Ramp, the leading finance automation platform helping 15,000+ businesses find time and money savings across transactions, bill payments, and accounting, announced Ramp Intelligence: a suite of never-before-seen......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Business Digital Featured Fintech Fintech Primers

Best 6 Fintech Startups Transforming Business In 2023

Pooja Choudhary
by Pooja Choudhary0
“Huge.” “Surging.” “Very hot.” Those were just a couple of the terms financial news outlets used to describe the fintech market in 2023. If you’ve ever made a Venmo payment or used a robo-advisor for investing, you’re already somewhat familiar with the fintech and how it works. Summary Introduction The......
VCI Global Expands Business Advisory Practice into Capital Markets Sector
Capital Markets News Trading

VCI Global Expands Business Advisory Practice into Capital Markets Sector

GlobeNewswire
by GlobeNewswire0
VCI Global to introduce clients to Upstream for secondary trading on a digital-first market VCI Global Limited announced it has signed a Partnership Agreement with Horizon Fintex Advisors, Ltd., a registered sponsor advisor to Upstream, a MERJ Exchange securities market. This HFA partnership works to add immense value to VCI......
Capchase Launches Buy Now, Pay Later Product to Supercharge Business Growth for SaaS Companies
Digital Payments Finance News

Capchase Launches Buy Now, Pay Later Product to Supercharge Business Growth for SaaS Companies

PR Newswire
by PR Newswire0
Launch occurs as 50% of SaaS companies report increased delays in closing contracts, with 40% reporting longer payment collection times Capchase, the leading provider of non-dilutive growth capital, announced the launch of Capchase Pay, a financing and payment product created to decrease the length of Software-as-a-Service (SaaS) sales cycles and......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
by Business Wire0
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise
Fintech News

Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise

PR Newswire
by PR Newswire0
Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced that it has entered into an exclusive partnership agreement with VPCtech, a specialized technology advisory and implementation services firm, to jointly provide clients with an elevated level of services to optimize their DNA account processing......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Regions Bank Launches Initiative to Grow Black-Owned Businesses in Its Headquarters City
Banking News

Regions Bank Launches Initiative to Grow Black-Owned Businesses in Its Headquarters City

Business Wire
by Business Wire0
Kendra Key joins Regions to lead a new program that will connect current and future business owners with vital resources for success Regions Bank on Thursday announced the launch of a new initiative designed to support, complement and advance work that is under way to foster more Black-owned businesses in the......
CapIntel to Equip Advisors with ESG Metrics
Finance Fintech News

CapIntel to Equip Advisors with ESG Metrics

PR Newswire
by PR Newswire0
CapIntel ESG addresses the growing investor demands for advisors to align portfolios with environmental, social and governance values CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, announced the launch of CapIntel ESG. CapIntel ESG equips advisors......
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