Search Results for: accounting advisory services

Ibotta Names Sunit Patel Chief Financial Officer
Business Finance Fintech News

Ibotta Names Sunit Patel Chief Financial Officer

Fintech News Desk
Rewards Platform Taps Executive with Strong Public Company Experience to Oversee Financial Operations Ibotta, the leading cash back rewards platform in the United States, announced that Sunit Patel has joined the company as its Chief Financial Officer. Sunit brings to Ibotta more than 25 years of executive leadership experience and 60 quarters......
Greg Fink Joins Bellwether Asset Management To Lead New Business Development
Investments News

Greg Fink Joins Bellwether Asset Management To Lead New Business Development

Fintech News Desk
Bellwether Asset Management, Inc. (“Bellwether”) announced that it has hired Greg Fink as Managing Director and Head of Business Development. In his new role, Mr. Fink will be responsible for expanding the Bellwether client base throughout the real estate industry and beyond as the company continues to evolve its customizable and......
One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital
Banking Fintech Mobile Banking News

One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital

Fintech News Desk
One, the new digital banking platform focused on improving the financial health and well-being of the middle class, announced that Barbara Yastine, former Chair and CEO of Ally Bank, has been added to One’s board of directors, along with Jay Shah, the President of Personal Capital. Michael Costigan, a former executive with Aspiration, has also joined......
Bitwise Launches World's First Decentralized Finance ("DeFi") Crypto Index Fund
Blockchain Cryptocurrency Currency Exchange Economy Fintech Fintech Funding News

Bitwise Launches World’s First Decentralized Finance (“DeFi”) Crypto Index Fund

Fintech News Desk
The new fund is open today (Feb. 17), enabling accredited investors and financial advisors to gain diversified exposure to the fast-growing sector of the crypto market. Bitwise Asset Management, creator of the world’s largest crypto index fund, the $800 million AUM Bitwise 10 Crypto Index Fund, today announced the launch......
Ramp Announces $150M in Debt Financing from Goldman Sachs
Fintech News Risk Management

Ramp Announces $150M in Debt Financing from Goldman Sachs

Fintech News Desk
With its first debt financing round, America’s fastest growing corporate card can serve more customers. Ramp announced $150 million in debt financing from Goldman Sachs to fuel growth for Ramp, a corporate card focused on helping businesses spend less money and automate their finances. Goldman Sachs Bank USA provided the credit line......
Thrive issues first business debit cards
Banking Fintech News

SMR-focused Fintech Thrive Starts £2 Million Crowdfunding Campaign

Fintech News Desk
Thrive, a fintech that promises to automate financial admin for SMEs has announced a crowdfunding campaign on Birchal, with the goal of raising up to $2m to fund its launch plans for later this year. Read More: Thirty New Startups Selected for F10 Accelerator in Zurich Thrive, which has over......
Foreside Acquires ICSGroup
Banking Fintech Fintech Funding Investment Services News Risk Management

Foreside Acquires Capital Markets Compliance

Fintech News Desk
Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that it plans to acquire Capital Markets Compliance (CMC), a leading compliance, consulting, and FINOP practice. Read More: BitGo Announces $16 Billion......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Business Fintech News

Corvee Releases 2021 Tax Season Questionnaires in Tax Planning Software

Fintech News Desk
Corvee, a software and solutions company which serves tax and accounting firms, today announces the release of its 2021 tax season questionnaires, file requests and engagement letters directly within the company’s Tax Planning software. This technology was developed by Michael Bergman, lead software engineer at Corvee, and the Corvee team......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses
Business Fintech Fintech Funding News

Bookkeeper360 Raises $1M Seed Round to Deliver SaaS Business Intelligence Platform to Small Businesses

Fintech News Desk
Bookkeeper360, a fintech company focused on accounting and advisory solutions for small businesses, announced $1 million in seed funding. The round supports an increase in investor confidence for small business fintech solutions and brings Bookkeeper360’s total capital funding to $2.1 million since launch. Read More: Antier Solutions launches White Label Crypto Margin Trading......
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