Search Results for: Financial Advisor

Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Ness Accelerates Industry Cloud Strategy for Financial Services With the Acquisition of Risk Focus
Fintech News

Ness Accelerates Industry Cloud Strategy for Financial Services With the Acquisition of Risk Focus

Fintech News Desk
by Fintech News Desk0
Ness, a global provider of Digital Transformation solutions and a portfolio company of The Rohatyn Group (TRG), is pleased to announce its acquisition of Risk Focus, a leading consulting and advisory firm specializing in Digital Transformation for Financial Services. “With this acquisition, Ness also continues to execute on its strategy......
FinTech and Payments Industry Expert Eric Woodward Joins Socure as Senior Advisor to the CEO
Digital Fintech News

FinTech and Payments Industry Expert Eric Woodward Joins Socure as Senior Advisor to the CEO

Fintech News Desk
by Fintech News Desk0
Former Early Warning and Zelle® executive with more than 25 years of experience in the financial services and payments industries brings deep identity fraud and authentication expertise Socure, the leading provider of digital identity trust and verification solutions, today announced the appointment of Eric Woodward as senior advisor to the CEO, Johnny Ayers.......
Rachel Landrum Named Partner at Arriba Advisors
Fintech News

Rachel Landrum Named Partner at Arriba Advisors

Fintech News Desk
by Fintech News Desk0
Prominent Fintech Industry Leader Joins Top Ranks at Strategic Advisory Firm Rachel Landrum, notable financial technology advisor and executive serving regional and community financial institutions, has joined the ownership team at Arriba Advisors, an advisory firm that provides strategy enablement and cost alignment to clients on a variety of fintech......
Ness
Digital Fintech News

Ness Accelerates Industry Cloud Strategy For Financial Services With The Acquisition Of Risk Focus

Fintech News Desk
by Fintech News Desk0
Ness, a global provider of Digital Transformation solutions and a portfolio company of The Rohatyn Group (TRG), is pleased to announce its acquisition of Risk Focus, a leading consulting and advisory firm specializing in Digital Transformation for Financial Services. “Adding Risk Focus’s core competence in Digital Transformation services to Ness’s......
Appian Appoints Monica Pinto as Chief Financial Officer
Banking Investments News

Appian Appoints Monica Pinto as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Appointment of Monica Pinto as Appian’s CFO strengthens the Company’s senior leadership team Monica will support the Executive Team on leading the financial management of the company Brings 20 years of experience in financial services across Europe, Asia and Latin America and over 25 years of experience in both Emerging Markets and developed economies Appian Capital Advisory......
Ibanera Hires BitAML for Cryptocurrency Compliance Advisory Services
Blockchain Cryptocurrency Fintech News

Ibanera Hires BitAML for Cryptocurrency Compliance Advisory Services

Fintech News Desk
by Fintech News Desk0
Ibanera, a licensed global fintech company dedicated to the development of innovative technologies and electronic payments, announced it has hired BitAML, a leading international compliance advisory firm serving the bitcoin and cryptocurrency market. BitAML will be providing digital asset compliance consulting for Ibanera cryptocurrency-related activities. BitAML offers compliance advisory services......
FACERE25 and MJC Partners Successfully Launch New Fintech Advisory Firm Forty Grand
Digital Fintech News

FACERE25 and MJC Partners Successfully Launch New Fintech Advisory Firm Forty Grand

Fintech News Desk
by Fintech News Desk0
Dion Lisle of advisory firm FACERE25 is partnering with Michael Cavallaro and Carlton Jenkins of investment banking firm MJC Partners to launch Forty Grand whose singular mission is to drive value for community banks by delivering Fintech focused digital innovation. The three founding partners each bring a unique perspective but......
Barclays Appoints David MacGown as a Managing Director in Financial Institutions Group Banking
Banking Fintech News

Barclays Appoints David MacGown as a Managing Director in Financial Institutions Group Banking

Fintech News Desk
by Fintech News Desk0
Barclays announces the appointment of David MacGown as a Managing Director in Financial Institutions Group (FIG) Banking. Mr. MacGown will be based in New York, and will report to Gary Antenberg and Joel Fleck, Co-Heads of FIG Americas. Mr. MacGown joins Barclays with over thirty years of experience in investment......
Wolters Kluwer
Finance Fintech News Risk Management

Wolters Kluwer FRR Appoints Strategic Advisor for Australian Expansion

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer’s Finance, Risk & Regulatory Reporting (FRR) business has appointed Donna-Maree Vinci as a strategic advisor for Australia. Wolters Kluwer FRR counts major Australian financial institutions, as well as international banking groups active in the country, among its clients and is now scaling up operations in the country helping......
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