Search Results for: administration firm

Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
TheWatch Updates WatchData and WatchBlock to Support the Merge
Digital Payments News

DocuPhase Acquires Frevvo to Extend Its Solution-Based Automation Platform

Fintech News Desk
DocuPhase, a leading provider of Business Process Automation (BPA), accounting automation, and B2B payments software and solutions, announced the acquisition of Frevvo, a workflow automation company providing digital online web forms to capture and manage data. The addition of Frevvo’s form and signature technologies further enhances the DocuPhase automation platform,......
Rackspace Technology Enables Konesh Mission Critical Operation for Certified Accounting and Tax Management
Cloud Finance News

Rackspace Technology Enables Konesh Mission Critical Operation for Certified Accounting and Tax Management

Fintech News Desk
Rackspace Technology, the leader in end-to-end multicloud solutions, announced that Konesh, a company that provides managed services for accounting and tax procedures, selected Rackspace Technology to develop its cloud services infrastructure. Established in 2009, Konesh, a tax and accounting consultancy firm, is the third largest consultancy firm in volume and......
Sven Stumbauer Joins Grant Thornton to Expand Forensic, AML and Sanctions Offerings
Cryptocurrency News

Sven Stumbauer Joins Grant Thornton to Expand Forensic, AML and Sanctions Offerings

Fintech News Desk
New leader brings more than two decades of international experience to the firm   Veteran financial crimes leader Sven Stumbauer has joined Grant Thornton LLP as an Advisory Services managing director and leader of the firm’s Anti-Money Laundering (AML) and Sanctions practice within the Integrity, Investigations and Restructuring solutions group. Based in Miami,......
Falcon Capital Advisors Expands Leadership Team to Accelerate Growth
Fintech Mortgage News

Falcon Capital Advisors Expands Leadership Team to Accelerate Growth

Fintech News Desk
Falcon Capital Advisors, a leading business advisory firm that provides strategic advice, technical expertise and engagement execution to financial institutions and government agencies, announced that it has hired industry veteran Walter Allen as its Managing Director; Natisha Dawson as its new Director of Finance and promoted Ken Yoo to Chief Operating Officer. “We are pleased......
Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team
Investments News

Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team

Fintech News Desk
Firm hires Will Beam as Managing Director, Acquisitions in Institutional Real Estate Direct Investments, responsible for overseeing all aspects of the acquisition process Mesirow, an independent, employee-owned financial services firm, announced Will Beam has joined as a Managing Director, Acquisitions in Mesirow Institutional Real Estate Direct Investments. Leveraging nearly 20 years of real......
Horizon Kinetics Launches Blockchain Development Exchange Traded Fund (BCDF)
Blockchain News

Horizon Kinetics Launches Blockchain Development Exchange Traded Fund (BCDF)

Fintech News Desk
Horizon Kinetics LLC announced the launch of its second exchange traded fund (ETF), the Blockchain Development ETF (BCDF), an actively managed fund, which began trading on the New York Stock Exchange (NYSE) . Latest Fintech News: eDesk releases WhatsApp Business Integration to Simplify Conversational Commerce for Retailers This active ETF......
Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees
Banking News

Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees

Fintech News Desk
Huntington provides investment management while PAi handles plan administration Small businesses with competitive employer-sponsored retirement programs, Huntington National Bank and PAi Retirement Services have partnered to launch the Huntington 401(k) Center for Business solution designed specifically for business owners and their employees. Latest Fintech News: Rubik Lands $3.5 Million Seed Round......
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