Search Results for: accounting advisory services

Manchester-based Fintech, Lemon Raises £500k In Pre Seed Funding
Fintech News

Manchester-based Fintech, Lemon Raises £500k In Pre Seed Funding

Fintech News Desk
by Fintech News Desk0
Led by SFC Capital and Pitchdrive, the funding round enables Lemon to continue building a strong SaaS management platform designed to help SMEs manage their SaaS subscription spend. Using Lemon, SMBs can expect to save up to 20% on their SaaS spending. Today, Manchester-based fintech, Lemon, is announcing it has......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
Inflation Constricts Growth and Liquidity in 2024 for Banks and Credit Unions, According to New Wipfli Reports
Banking News

Inflation Constricts Growth and Liquidity in 2024 for Banks and Credit Unions, According to New Wipfli Reports

PR Newswire
by PR Newswire0
Market pressures are hurting banks, credit unions, and consumers’ cash flow; cybersecurity and employee retention are shared priorities for both industries. Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, published the results of two industry surveys from the banking and credit union sectors that share insights into their......
IDC Forecasts Revenue for Artificial Intelligence Software Will Reach $307 Billion Worldwide in 2027
Artificial Intelligence Fintech News

IDC Study: AI Software Market will Grow to $307 Billion

Business Wire
by Business Wire0
A recent forecast from International Data Corporation (IDC) shows that the worldwide artificial intelligence (AI) software market will grow from $64 billion in 2022 to nearly $251 billion in 2027 at a compound annual growth rate (CAGR) of 31.4%. The forecast for AI-centric software* includes Artificial Intelligence Platforms, AI Applications,......
Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study
Fintech News

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

PR Newswire
by PR Newswire0
Merrill Center for Family Wealth publishes guide to productive family conversations about money and relationships Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private......
MMGY Global Announces New Investment by EagleTree Capital
Investment Services News

MMGY Global Announces New Investment by EagleTree Capital

PR Newswire
by PR Newswire0
Investment to propel the travel marketing and communications leader’s global growth strategy MMGY Global, a leading integrated marketing firm specializing in travel, tourism and hospitality, announced that investment funds managed by private equity firm EagleTree Capital have acquired the company from previous partner Peninsula Capital Partners LLC and other shareholders,......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
U.S. Firms Make Workplace Investments That Deliver Results
Investment Services News

U.S. Firms Make Workplace Investments That Deliver Results

Business Wire
by Business Wire0
Amid economic uncertainty, companies turn to service providers for help improving employee experience, ISG Provider Lens report says As enterprises in the U.S. tighten spending due to worries about a possible economic downturn, they are sharpening their focus on employee experience and investing in workplace technology services that deliver tangible......
Mitek Named Leader in Liminal’s Analysis of Companies Offering Account Opening Protection
Fintech News

Mitek Named Leader in Liminal’s Analysis of Companies Offering Account Opening Protection

Business Wire
by Business Wire0
Liminal, a leading advisory and market intelligence firm specializing in the digital identity, cybersecurity and fintech markets, has named Mitek Systems, a leader in its highly anticipated Link Index Report for Account Opening in Financial Services. Read More About Fintech : Mortgage Lending: How Lenders Are Embracing Digitalization “Companies rely on us......
Transfr Closes $40 Million in Series C Growth Funding to Enable Career Mobility for Undiscovered Talent
Investment Services News

Transfr Closes $40 Million in Series C Growth Funding to Enable Career Mobility for Undiscovered Talent

Business Wire
by Business Wire0
Transfr, an emerging leader in virtual reality-based skills training for middle-skilled careers, announced a $40 million investment. The Series C growth capital investment round was led by ABS Capital to further develop Transfr’s virtual reality (VR) simulation and training platform and to expand its programs to accommodate its rapidly growing customer......
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