Search Results for: client acquisition

Accountancy Software Platform Ageras Group Raises $73M to Expand Its Ecosystem Further Into B2B Fintech
B2B Banking Digital Fintech Investment Services News Risk Management

Accountancy Software Platform Ageras Group Raises $73M to Expand Its Ecosystem Further Into B2B Fintech

Fintech News Desk
Ageras Group, a group of companies backed by Investcorp Technology Partners (“ITP”) that offers a range of mission-critical accountancy software solutions to small businesses, also known for their online marketplace Ageras.com helping business owners save time and money by comparing quotes from qualified accountants, has 73 million more reasons to......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Artificial Intelligence Business Fintech Machine Learning News

Ontario Systems Acquires Pairity to Embed the Power of Machine Learning in Its Industry-Leading Collections Technology

Fintech News Desk
Ontario Systems, a leading provider of enterprise software that automates complex workflows, accelerates revenue recovery and simplifies the payment process for healthcare, accounts receivable management (ARM) and government clients, today announced its acquisition of Pairity, a cutting-edge provider of artificial intelligence (AI) and machine-learning capabilities that allow collection teams to......
Western Union Integrates With Swift gpi
Business Digital Fintech Investment Services News Trading

Leading Fintech Apex Clearing Holdings to List on NYSE Through Merger With Northern Star Investment Corp. II

Fintech News Desk
Apex Clearing Holdings LLC (“Apex” or the “Company”), the fintech for fintechs powering innovation and the future of digital wealth management, and Northern Star Investment Corp. II (“Northern Star”) (NYSE: NSTB), a publicly traded special purpose acquisition company, today announced that they have entered into a definitive merger agreement. As......
Subscription-Payment Recovery Firm Gravy Raises $4.5M in Series A Funding
Fintech Fintech Funding News

Subscription-Payment Recovery Firm Gravy Raises $4.5M in Series A Funding

Fintech News Desk
Subscription-based payment recovery start-up Gravy has raised $4.5 million in Series A funding in its most recent funding round and the first including institutional investors. The funding round was led by Arlington Family Partners, based in Birmingham and one of a handful of family offices headquartered in the southeast. Arlington Family Partners......
Givex Acquires Pi Cash Systeme in Switzerland
Business Fintech News

Givex Acquires Pi Cash Systeme in Switzerland

Fintech News Desk
Givex solidifies position in European market with acquisition of leading provider of payment solutions for the hotel, restaurant and retail verticals Givex, the cloud-based customer engagement solution that helps to streamline business operations from end-to-end, announced the acquisition of Pi Cash Systeme, a leading Swiss provider of point of sale......
Infinox Appoints Mike O’Sullivan as Head of Technology
Capital Markets Fintech News Trading

Infinox Appoints Mike O’Sullivan as Head of Technology

Fintech News Desk
The global trading provider Infinox has consolidated a period of rapid expansion by making two strategic hires chosen to help the brand grow further. The appointments come after the brokerage, which has a presence in 15 countries and specialises in FX and CFD trading, recorded a 61% jump in revenue......
AdvicePay Expands Further Into Enterprises With Salesforce Integration
Business Fintech News

AdvicePay Expands Further Into Enterprises With Salesforce Integration

Fintech News Desk
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
Matthews, Carter & Boyce Adds Sage Intacct Cloud ERP Software to Its Portfolio
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Matthews, Carter & Boyce Adds Sage Intacct Cloud ERP Software to Its Portfolio

Fintech News Desk
Firm Partners with Sage Intacct to Tap Into Growing Market for Cloud-based Financial Applications and Expand into New Vertical Industries Matthews, Carter & Boyce (MCB), a leading accounting firm in the Washington, DC metro area, is pleased to announce a new partnership with Sage Intacct, the customer satisfaction leader in cloud ERP......
Stretto Acquires Acumen Recovery Services, LLC
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Stretto Acquires Acumen Recovery Services, LLC

Fintech News Desk
Leading Bankruptcy Administration Firm Adds Preference Analysis Capabilities to Services and Technology Platform Stretto, a market-leading bankruptcy administration firm serving the corporate- and consumer-bankruptcy industries, has acquired Acumen Recovery Services, LLC, a data-analysis and advisory firm serving attorneys, trustees, and other fiduciaries analyzing, pursuing or defending preferences or other allegedly......
Clearstream and Xceptor to Offer Joint Service for Withholding Tax Processing
News Trading

Clearstream and Xceptor to Offer Joint Service for Withholding Tax Processing

Fintech News Desk
Clearstream and Xceptor have entered into an agreement to offer a redefined service for withholding tax processing for financial intermediaries. The joint service will allow for elevated customer service levels while handling ever-increasing volumes, complexity and regulation. Read More: Routemaster Capital Completes Acquisition of 20% Interest in Valour Structured Products,......
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