Search Results for: accounting advisory services

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina
Banking Business News

SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina

Fintech News Desk
by Fintech News Desk0
SouthState Bank has hired nine bankers to continue to expand its Commercial, Business and Private Banking teams across Florida, Alabama, Georgia and South Carolina. “According to most recent Census data, Florida had the largest net migration gains in the country, with steady in-migration expected to continue in years to come. We continue to see significant demand for......
Valuation Analysis Platform interVal Secures Investment From Fresh Founders
Analytics Investment Services News

Valuation Analysis Platform interVal Secures Investment From Fresh Founders

Fintech News Desk
by Fintech News Desk0
interVal, a software company that helps business owners and their advisors leverage real-time valuation analysis to drive better decision making, announced the closing of a new investment round. “We are thrilled to have Fresh Founders join us on our mission to ensure business owners and their advisory partners have constant......
LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman
Investment Services Investments News

LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman

Fintech News Desk
by Fintech News Desk0
New non-executive chairman joins impact investing pioneer as industry sees influx of global talent and institutional capital Dominic will support further scale-up of LeapFrog following $500m commitment from Temasek in 2021, the largest ever commitment to a dedicated impact investor. LeapFrog plans to launch new funds and strengthen commitment to......
PaymentWorks Adds Withum To Partner Ecosystem
Digital Payments News Security

PaymentWorks Adds Withum To Partner Ecosystem

Fintech News Desk
by Fintech News Desk0
Withum and PaymentWorks Team Up to Expand Secure, Compliant and Optimized Business Payments Solution Services PaymentWorks, the digital onboarding platform for secure, compliant, and optimized business payments, adds Withum to its partner ecosystem as a referral relationship alongside several other system integrators, technical partners, resellers, and strategic partners. Withum, a top-25 advisory and......
Nacha Names Modern Treasury as a Preferred Partner for Payment Operations
Digital Payments News

Nacha Names Modern Treasury as a Preferred Partner for Payment Operations

Fintech News Desk
by Fintech News Desk0
Nacha announced it named Modern Treasury as a Preferred Partner for Payment Operations. In becoming a Preferred Partner, Modern Treasury joins a select group of creators and entrepreneurs that Nacha recognizes for offering products and services aligned with Nacha’s core strategies to advance the ACH Network Nacha announced it named......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
TaxBit Invests in Government To Accelerate Mainstream Crypto Adoption
Cryptocurrency Investment Services News

TaxBit Invests in Government To Accelerate Mainstream Crypto Adoption

Fintech News Desk
by Fintech News Desk0
Hires Government Tech, Tax, and Compliance Experts, Nathan Jones, Miles Fuller, and Christi Muoneke to Evangelize Crypto Tax and Accounting Innovation TaxBit, the leading tax and accounting software provider for the tokenized economy, announced its new government office, bringing on Nathan Jones, SVP and GMof Worldwide Public Sector Sales and......
NABA Inc. Forms Strategic Alliance With the Diverse Organization Of Firms
Business Fintech News

NABA Inc. Forms Strategic Alliance With the Diverse Organization Of Firms

Fintech News Desk
by Fintech News Desk0
This partnership enables increased opportunities for Black Business Leaders and entrepreneurs NABA and the Diverse Organization of Firms (DOF) announced that the organizations have entered a strategic alliance to increase the representation of Black Business Leaders, entrepreneurs, and financial services firm owners, to create more innovative solutions, addressing structural obstacles in the......
1