Search Results for: client acquisition

Paylocity Announces Acquisition of Trace
Fintech News

Paylocity Announces Acquisition of Trace

GlobeNewswire
by GlobeNewswire0
Building on its track record of innovation, Paylocity will leverage Trace’s capabilities to extend its platform to include labor planning tools to model, forecast, implement, and analyze headcount decisions Paylocity, a leading provider of cloud-based HR and payroll software solutions, announced the acquisition of TraceHQ.com, Inc. (“Trace”), an innovative solution......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
Ryan Expands Transaction Tax Practice with the Acquisition of Avalara’s Sales and Use Tax Recovery Business Line
Compliance management News

Ryan Expands Transaction Tax Practice with the Acquisition of Avalara’s Sales and Use Tax Recovery Business Line

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, has announced the acquisition of the sales and use tax recovery services and audit defense business line from Avalara, a leading provider of tax compliance automation software for businesses of all sizes. “We are excited to welcome our new team members......
The Graystone Company Announces Completion of Acquisition of Direct Capital via Reverse Merger
Mortgage News

The Graystone Company Announces Completion of Acquisition of Direct Capital via Reverse Merger

GlobeNewswire
by GlobeNewswire0
The Graystone Company is pleased to announce the successful completion of its acquisition of Direct Capital, a leading mortgage banker and broker, through a reverse merger transaction. The reverse merger transaction was finalized, resulting in a significant change of control within the company. Read More About Fintech Interview: Global Fintech Interview......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
LC Financial Holdings Completes Acquisition of BCM Global
Banking Mortgage News

LC Financial Holdings Completes Acquisition of BCM Global

PR Newswire
by PR Newswire0
LC Financial Holdings (LCFH) proudly announces the successful completion of the acquisition of BCM Global (BCM), marking the next step in its evolution as a technology-led credit specialist. This landmark acquisition cements LCFH’s stronghold in the management of consumer and SME loans, leases and mortgages across Europe. Established in 1998, LC......
Acquisition of Abel Noser Solutions by Trading Technologies Now Complete
News Trading

Acquisition of Abel Noser Solutions by Trading Technologies Now Complete

PR Newswire
by PR Newswire0
Trading Technologies International, Inc. (TT), a global capital markets technology platform provider, and Abel Noser Solutions, LLC (ANS),  the industry-leading provider of transaction cost analysis (TCA) for investment managers, brokers, asset owners and consultants, announced that TT’s acquisition of ANS from Abel Noser Holdings, a majority-owned portfolio company of Estancia Capital......
Tradeweb Completes Acquisition of Yieldbroker
News Trading

Tradeweb Completes Acquisition of Yieldbroker

Business Wire
by Business Wire0
Tradeweb Markets Inc., a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, announced that it has completed its acquisition of Yieldbroker, a leading Australian trading platform for Australian and New Zealand government bonds and interest rate derivatives covering the institutional and wholesale client sectors. The......
B2C2 Boosts European Presence with Woorton Acquisition
Digital Asset Management News

B2C2 Boosts European Presence with Woorton Acquisition

PR Newswire
by PR Newswire0
Acquisition of Paris based digital assets liquidity provider drives EU client growth B2C2, the leading crypto liquidity provider servicing institutional clients globally, has successfully completed the acquisition of Woorton, the European leader in market making and over the counter transactions in the digital asset industry. “We are excited about the......
Zone & Co Announces Acquisition of Infinet Cloud
Cloud Finance News

Zone & Co Announces Acquisition of Infinet Cloud

PR Newswire
by PR Newswire0
With the acquisition, Zone strategically expands its rapidly growing portfolio of apps — Zone Apps — with international payroll and related business productivity solutions, further advancing its vision to deliver end-to-end software that simplifies and automates critical financial data and workflows across business entities. Zone & Co, an Oracle NetSuite SuiteCloud......
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