Search Results for: Diligence

Fulcrum Equity Partners Closes Oversubscribed Growth Fund IV at $275 Million
B2B Investment Services Investments News

Fulcrum Equity Partners Closes Oversubscribed Growth Fund IV at $275 Million

Fintech News Desk
by Fintech News Desk0
Fund IV was oversubscribed and will expand growth equity investments in the healthcare services, HCIT, B2B SaaS, and tech-enabled services sectors Fulcrum Equity Partners, a growth equity firm investing in healthcare services, HCIT, B2B SaaS, and tech-enabled services, announced it has closed its fourth and largest fund to date, Fulcrum......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
Zest AI Becomes Asc 606 Compliant And Cuts Costs 60% Through Financial Automation With Sage Intacct
Business Fintech News

Zest AI Becomes Asc 606 Compliant And Cuts Costs 60% Through Financial Automation With Sage Intacct

Fintech News Desk
by Fintech News Desk0
Machine learning pioneer successfully pivots to SaaS financial management and adopts new accounting standard while scaling finance efficiently amid 100% growth Sage, the market leader in cloud business management solutions, announced that Zest AI recently upgraded to Sage Intacct for core financial and revenue management. Moving from its original accounting software and transforming financial......
Vintage Investment Partners Continues to Grow its Investment Team and Appoints Barrel Kfir as Principal
Investment Services Investments News

Vintage Investment Partners Continues to Grow its Investment Team and Appoints Barrel Kfir as Principal

Fintech News Desk
by Fintech News Desk0
Vintage Investment Partners, a $2.1B AUM global technology investment firm combining fund-of-funds, secondary funds and direct co-investment funds, announced today that Barrel Kfir has joined as Principal. Most recently, Barrel was Director of Portfolio at Ignite – Intel for Startups. Prior to that, he was a Principal at JVP where he led......
Fireblocks Raises $133 Million in Series C Funding To Bring the World’s Biggest Banks and Fintechs Into Crypto
Blockchain Fintech News

Fireblocks Raises $133 Million in Series C Funding To Bring the World’s Biggest Banks and Fintechs Into Crypto

Fintech News Desk
by Fintech News Desk0
Technology used to secure more than $400 billion of assets for the crypto industry will now be made available to traditional banks and fintechs in their race to meet digital asset demand Fireblocks, announced it has raised $133 million in Series C funding led by Coatue, Ribbit, and Stripes with......
PaymentCloud Ranked No. 78 Among Inc.'s Fastest-Growing Private Companies in California
Business Fintech News

PaymentCloud Ranked No. 78 Among Inc.’s Fastest-Growing Private Companies in California

Fintech News Desk
by Fintech News Desk0
In its second annual list, Inc. Magazine has named PaymentCloud as No. 78 on the Inc. 5000 Regionals: California list. This marks the second time the LA-based fintech startup has been included on an Inc. Magazine list for exponential growth. Each year, the list recognizes the fastest-growing private companies specific to their region. In 2020,......
tZERO ATS Signs Agreement with Realio, a Technology Ecosystem for Institutional-Grade Digital Assets
Blockchain Digital Investments News

tZERO ATS Signs Agreement with Realio, a Technology Ecosystem for Institutional-Grade Digital Assets

Fintech News Desk
by Fintech News Desk0
tZERO ATS Will be Connected with Realio Issuers for Secondary Trading tZERO, a leader in blockchain innovation and liquidity for digital assets, announced that its subsidiary, tZERO ATS, a FINRA member broker-dealer that operates an alternative trading system (ATS), has signed an agreement with Realio, a technology ecosystem for institutional-grade......
NYDIG Raises $200 Million from Strategic Partners
Cryptocurrency Fintech Investments News

NYDIG Raises $200 Million from Strategic Partners

Fintech News Desk
by Fintech News Desk0
Additional capital comes amid dramatic acceleration of Bitcoin adoption via NYDIG from traditional financial services firms NYDIG, a leading provider of technology and investment solutions for Bitcoin, announced a $200 million growth capital round led by strategic partners Stone Ridge Holdings Group, Morgan Stanley, New York Life, MassMutual, Soros Fund Management, and FS......
Bank Regulatory Experts Dustin Palmer and Christopher Sidler Join BRG
Fintech News

Bank Regulatory Experts Dustin Palmer and Christopher Sidler Join BRG, Augmenting Firm’s Financial Crimes Compliance Expertise

Fintech News Desk
by Fintech News Desk0
Team brings significant financial services expertise, including Bank Secrecy Act, anti-money laundering, sanctions, fraud and anti-bribery and -corruption, along with deep experience working with Treasury Department, FinCEN and OFAC Berkeley Research Group (BRG) announced that Dustin Palmer and Christopher Sidler have joined the firm as managing directors in its Financial Institutions Advisory practice.......
Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products
B2B Digital Fintech News

Envestnet | Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products

Fintech News Desk
by Fintech News Desk0
Partnership enables access to comprehensive “FinTech-in-a-box” solutions for developers looking to hit the ground running with FinTech basics Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services announced today it is partnering with Productfy, a developer-focused business-to-business (B2B) FinTech platform that......
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