Search Results for: Financial Advisor

Wolters Kluwer Introduces Finsit To The UK
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Wolters Kluwer Introduces Finsit To The UK

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax and Accounting UK today launches finsit, its cloud-based financial insights platform to its CCH OneClick customers in the UK. While the shift to advisory has been in place for some time, the uncertainty brought on by external factors has heightened the demand for sound financial advice from......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
Fintech Investment Services Machine Learning News

Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals

Fintech News Desk
by Fintech News Desk0
Machine Learning-Powered Bookkeeping Leader to Supercharge the Accounting Industry’s Success by Dedicating Their Offering to Accounting Firms Botkeeper, a leading Machine Learning-powered bookkeeping solution, is turning the accounting industry on its ear in 2021. The “service as a software” pioneer that has provided both a direct to SMB and wholesale solution......
International Payments Executive Barry Rodrigues Joins First American Board
B2B B2C Business Fintech InsurTech Investment Services News

International Payments Executive Barry Rodrigues Joins First American Board

Fintech News Desk
by Fintech News Desk0
Company expands leadership team with addition of senior executive First American Payment Systems today announced the appointment of Barry Rodrigues to its Board of Directors. Rodrigues, a proven global business builder and senior digital payments executive, joins an esteemed group of private equity investors and financial services leaders who hold......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Banking Capital Markets Investment Services News

Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking

Fintech News Desk
by Fintech News Desk0
MUFG Union Bank today announced that Rob Swanson has joined as Managing Director, Northern California Market President. Based in the Bay Area, Swanson reports to Bita Ardalan, Head of Commercial Banking for Union Bank. Read More: OWNR Announces Its Cryptocurrency Wallet Turns Into A Wholesome Ecosystem In his role, Swanson......
Tipalti Grows Revenue by More Than 85%, Increases Annualized Transactions to More Than $18 Billion
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Tipalti Grows Revenue by More Than 85%, Increases Annualized Transactions to More Than $18 Billion

Fintech News Desk
by Fintech News Desk0
B2B fintech with $2 billion+ valuation accelerates employee growth, adds new executives Tipalti, the leading global payables automation platform, announced it grew its revenue by over 85% in Q4 2020 relative to Q4 2019. Tipalti continued its rapid growth surpassing $18 billion in annualized transactions in the second half of......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Zelros Raises $11 Million in Series A Funding to Bring AI-Powered Responsible Insurance Distribution to North America
Artificial Intelligence Business Fintech Fintech Funding InsurTech News

Zelros Raises $11 Million in Series A Funding to Bring AI-Powered Responsible Insurance Distribution to North America

Fintech News Desk
by Fintech News Desk0
Zelros, the industry’s first AI-driven platform dedicated to advancing insurance distribution, today announced the successful close of an $11 Million Series A financing round, bringing the company’s total funding to date to $16.5M. Silicon Valley-based BGV led the round with new participation from ISAI Cap Venture and Plug and Play.......
SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officer
Business Fintech News

SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Lafeer is the Former Chief Architect at Silicon Valley Bank and CTO of Capital One Labs SmartAsset, an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions, today announced the expansion of its executive suite with the hire of Firoze Lafeer as Chief Technology......
Firm Value Democratizes Access to Private Capital Partners
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Firm Value Democratizes Access to Private Capital Partners

Fintech News Desk
by Fintech News Desk0
Firm Value, a free capital networking platform built for U.S. businesses, investors, and advisors, is excited to announce its March 15th launch. The company has set out with one mission: to help the U.S. small and lower middle market business ecosystem open the door to greater access and value. Members......
BeSmartee Secures Strategic Growth Investment From M33 Growth
Fintech InsurTech Investment Services News Risk Management

BeSmartee Secures Strategic Growth Investment From M33 Growth

Fintech News Desk
by Fintech News Desk0
The investment will be used to continue accelerating growth, driving customer success and fueling product innovation for the digital mortgage software provider. BeSmartee, leading software provider and founder of modern digital mortgage platforms for financial institutions, announced today that it has secured a strategic growth investment from M33 Growth, a......
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