Search Results for: accounting advisory services

RenovoRx Appoints James Ahlers as Chief Financial Officer
Finance News

RenovoRx Appoints James Ahlers as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Expands Finance Team with Addition of Ronald B. Kocak, CPA as Vice President and Controller RenovoRx, Inc. a biopharmaceutical company and innovator in targeted cancer therapy is announcing the appointment of James Ahlers as Chief Financial Officer (CFO), effective July 15, 2022, and the addition of Ronald B. Kocak as......
Harris Williams Advises Prima Solutions on the Sale of Prima XL to Duck Creek Technologies
Banking Investment Services News

Harris Williams Advises Prima Solutions on the Sale of Prima XL to Duck Creek Technologies

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Prima Solutions on the sale of Prima XL, France-based Prima Solutions’ flagship commercial reinsurance technology solution, to Duck Creek Technologies (NASDAQ: DCT; Duck Creek), the intelligent solutions provider defining the future of property and casualty (P&C)......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Piper Sandler Expands Insurance Investment Banking Team with Addition of Christopher Grady
Banking News

Piper Sandler Expands Insurance Investment Banking Team with Addition of Christopher Grady

Fintech News Desk
by Fintech News Desk0
Piper Sandler Companies a leading investment bank, is pleased to announce the hiring of Christopher Grady. He is joining the New York office as a director in the financial services group as part of the insurance investment banking team. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the......
OneStream Names KPMG in Canada 2022 Power of the Platform Winner
Finance News

OneStream Names KPMG in Canada 2022 Power of the Platform Winner

Fintech News Desk
by Fintech News Desk0
OneStream announced that professional services firm KPMG in Canada has been recognized as a Power of the Platform Award winner at the 2022 Splash Global User Conference and Partner Summit. The Power of the Platform Award recognizes the top OneStream Global Advisory Program partner who has truly extended the OneStream platform......
PACT Capital Adam Mortanian Named to Forbes Finance Council
Finance News

PACT Capital Adam Mortanian Named to Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Commercial and Agriculture Real Estate Lending Thought Leader to Share Insights and Best Practices Adam Mortanian, Co-Founder and Managing Director of PACT Capital, a leading mortgage banking and capital advisory firm, has been named to the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset......
Calastone Appoints Nick Parsons as Chief Technology Officer
Finance News

Cairn Real Estate Holdings Expands Leadership Team Appoints Eric Flohr as Chief Operating Officer and Jeff Feltch as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Cairn Real Estate Holdings, have announced the appointment of Eric Flohr as Chief Operating Officer and Jeff Feltch as Chief Financial Officer. Cairn Real Estate Holdings, have announced the appointment of Eric Flohr as Chief Operating Officer and Jeff Feltch as Chief Financial Officer. The expansion of the executive-level leadership......
ACA Group and Foreside Complete Merger Combined Firm Will Be Known As ACA
Compliance management Finance News

ACA Group and Foreside Complete Merger; Combined Firm Will Be Known As ACA

Fintech News Desk
by Fintech News Desk0
The merger brings together two of the industry’s most well-respected GRC solutions providers. ACA and Foreside together will be positioned to transform the future of GRC, creating a world-class platform for the financial services industry ACA Group and Foreside Financial Group, LLC, two of the leading providers of governance, risk,......
Leading MSB Industry Associations Unveil Anti-Money Laundering Best Practices
News Risk Management

Leading MSB Industry Associations Unveil Anti-Money Laundering Best Practices

Fintech News Desk
by Fintech News Desk0
The Electronic Transactions Association (ETA); INFiN, a Financial Services Alliance; the Money Services Business Association (MSBA); and The Money Services Round Table (TMSRT) announced the release of Best Practices for U.S. Money Services Businesses: Anti-Money Laundering and Counter-Financing of Terrorism (AML/CFT) Compliance Programs. The members of these industry associations represent the......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
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