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Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Symphony MediaAI Appoints Mark Moeder as CEO
Business News

Symphony MediaAI Appoints Mark Moeder as CEO

Fintech News Desk
by Fintech News Desk0
Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective immediately. Moeder will lead Symphony MediaAI, a SymphonyAI Group portfolio company, into its next phase of growth, enhancing the existing......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019
Banking Fintech News

Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019

Fintech News Desk
by Fintech News Desk12
Instimatch Global, the digital network for institutional money market lending, has announced its performance highlights for the second half of 2019: Trade intent grew to $195 billion, up 44% on H1. The number of counterparties on the company’s international money markets network has grown to 80, up 50% compared to......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Banking News

Brex Hires Google Executive Paul-Henri Ferrand as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brex, the financial technology company that helps ambitious companies scale, announced the hire of Paul-Henri Ferrand as COO, to lead Brex’s go-to-market function through the company’s next phase of growth and expansion. Ferrand joins Brex from Google, where he was President, Global Customer Operations for Google Cloud. “PH is a......
GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion
Banking News

GTreasury Accelerates Growth Through Market-Leading Innovation, Unparalleled Customer Success, and Executive Expansion

Fintech News Desk
by Fintech News Desk0
2019 Sees Record Number of Industry Accolades; 2020 Plans Include Adding New Cash Forecasting Capabilities to Gtreasury’s Digital Treasury Management System GTreasury, a digital treasury management platform provider, announced key highlights from 2019 and plans for 2020. “2019 was a record-setting year for GTreasury, with unprecedented growth and the largest number......
FloQast Raises $40 Million to Accelerate Adoption of Close Management Software
Fintech Funding News

FloQast Raises $40 Million to Accelerate Adoption of Close Management Software

Fintech News Desk
by Fintech News Desk0
Series C Round Led by Norwest Venture Partners Brings Total Raised to $93m FloQast, a provider of close management software created by accountants for accountants to close the books faster and more accurately, announced it has raised $40 million in Series C funding led by Norwest Venture Partners with participation......
RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020
Business News

RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020

Fintech News Desk
by Fintech News Desk0
John M. Schobel Will Present on the Topic of Driving Efficiency and Effectiveness in Branch Exams and Field Audits. RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its participation in the Financial Services Institute (FSI) OneVoice conference in San......
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