Search Results for: consulting

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
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......
Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
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......
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
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......
Xceedance Acquires Activer Solutions
Blockchain Business News

Xceedance Acquires Activer Solutions

Fintech News Desk
Acquisition Enhances Onshore Insurance Managed Services and Technology Capabilities of Xceedance in North America Xceedance, a global provider of insurance consulting, managed services, technology, data sciences, and blockchain solutions, announced the acquisition of Activer Solutions. Located in Marlborough, Massachusetts, USA, Activer Solutions specializes in insurance operations and technology services for......
WORBLI, The Compliance Driven Public Blockchain, to Enter APA with AmaZix Capital
Blockchain News

WORBLI, The Compliance Driven Public Blockchain, to Enter APA with AmaZix Capital

Fintech News Desk
The Agreement Provides Ongoing Funding for WORBLI’s Fintech Focused Product Offerings WORBLI is pleased to announce that the WORBLI Foundation (“Foundation”) has entered into an Asset Purchase Agreement (the “APA”) concerning the proposed acquisition of 100%  of its assets by AmaZix Capital Limited (“AmaZix Capital”) and 0rigin Ventures (“0rigin”) in......
LeaseQuery and RSM Take Lease Accounting Technology to New Heights
Fintech News

LeaseQuery and RSM Take Lease Accounting Technology to New Heights

Fintech News Desk
Expanded Alliance Will Further Assist Commercial and Governmental Entities in Achieving Compliance LeaseQuery, a leading provider of purpose-built lease accounting software, announced an extended partnership with RSM US LLP (RSM), leading provider of audit, tax and consulting services focused on the middle market. LeaseQuery and RSM will work with commercial......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Ultimate Risk Solutions and msg global solutions AG Announce Strategic Alliance
Business Economy News

Ultimate Risk Solutions and msg global solutions AG Announce Strategic Alliance

Fintech News Desk
Linking Together Risk Modeling With Core Insurance and Reinsurance Systems for Better Decision-Making. Ultimate Risk Solutions (URS) and msg global solutions are pleased to announce a strategic alliance, combining msg global’s deep industry knowledge and development capabilities with Ultimate Risk Solutions’ advanced risk management suite for economic and regulatory capital......
ControlScan Becomes a Payment Application Qualified Security Assessor
Fintech News

ControlScan Becomes a Payment Application Qualified Security Assessor

Fintech News Desk
As a PA-Qsa Company, Controlscan Will Expertly Guide Software and Application Developers Through PA Data Security Standard Validation ControlScan, a leader in managed security and compliance solutions that help secure IT networks and protect payment card data, is now listed with the PCI Security Standards Council as a Payment Application......
FinTech Company ENACOMM Shores Up Sr. Executive Team with Hire of Dynamic Leader Shawn Hughes as President & COO
Banking News Trading

FinTech Company ENACOMM Shores Up Sr. Executive Team with Hire of Dynamic Leader Shawn Hughes as President & COO

Fintech News Desk
Expert change agent and people leader Shawn Hughes is joining ENACOMM as President & Chief Operating Officer (COO), the FinTech company announced. Today focused on empowering banks, credit unions, credit card, and payment companies with affordable, data-driven solutions for improving the customer experience (CX), fighting financial fraud, and increasing operational......
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