Search Results for: advisory firm

Datasite Completes Agreement to be Acquired by CapVest
Fintech News

Datasite Completes Agreement to be Acquired by CapVest

Fintech News Desk
by Fintech News Desk0
Datasite®, the leading SaaS technology provider for mergers and acquisitions (M&A) professionals, has completed its agreement to be acquired by funds managed by CapVest Partners LLP, an international private equity firm. Read More: Standard Chartered Partners with Northern Trust to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors The transaction, first......
ICICI Bank launches ‘InstaFX’ mobile app for forex partners to help customers obtain ICICI Bank Forex Prepaid Card swiftly
Banking Fintech News

ICICI Bank Launches ‘Infinite India’, a Comprehensive Online Platform for Foreign Companies Setting up Operations in the Country

Fintech News Desk
by Fintech News Desk0
ICICI Bank announces the launch of an online platform for foreign companies looking to establish or expand business in the country. Called ‘Infinite India’, the platform offers them banking solutions as well as value-added services such as incorporation of a business entity, corporate filings, licences and registrations, HR services, compliances......
Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires
Business Fintech News

Ryan Promotes Four to Leadership Role of Principal Across Two Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, recently announced the promotion of four individuals to the leadership role of Principal: Aaron Evans, Sales and Use Tax; Paula Kalogritsas, Property Tax Complex; Kevin McCune, Property Tax Commercial; and Michelle Pink, Property Tax Complex. Read More: Treasury Intelligence Solutions: Miltenyi Biotec......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Investment Services News

RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

Fintech News Desk
by Fintech News Desk0
Offering Ease & Efficiency to Advisors Looking for Tax Management Capabilities Leveraging 55ip’s Intelligent Automation. RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended to make it easier for advisors to transition clients into......
FundApps Wins Regulation Asia Award for Excellence
Fintech Fintech Funding News Robotic Process Automation

FundApps Wins Regulation Asia Award for Excellence

Fintech News Desk
by Fintech News Desk0
Market-leading RegTech provider FundApps announced that its automated Compliance-as-a-Service Shareholding Disclosure solution has been named The Best Solution – Shareholding & Position Reporting in the Regulation Asia Awards for Excellence 2020. Read More: Payment Trends in 2021 to Look Out For! The virtual awards ceremony of these prestigious awards took place on Tuesday, December......
Verady and Digital Asset Research Partner to Provide Institutional Crypto Asset Financial Reporting
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Ledgible Tax Pro By Verady Expands Features for 2020 Tax Reporting Season

Fintech News Desk
by Fintech News Desk0
Verady, maker of the Ledgible cryptocurrency tax and accounting platform, announced the release of Ledgible Tax Pro. The platform is designed for tax professionals with clients among the 12-21 million taxpayers who will answer ‘YES’ to the IRS 1040 form question around Virtual Currency this year. The IRS has put the declaration of virtual currency question......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Business Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi
Blockchain Business Cryptocurrency Fintech News

Fidelity Digital Assets℠ Adds Collateral Agent Capabilities, Will Custody Bitcoin Pledged on Loans Financed by BlockFi

Fintech News Desk
by Fintech News Desk0
 New capability brings capital efficiency to institutional clients who can now access risk-managed cash borrowing while maintaining unparalleled asset security Fidelity Digital Assets℠ today announced a new offering that enables clients on Fidelity’s institutional-grade digital assets custody platform to pledge bitcoin as collateral in a transaction. The new capability marks......
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