Search Results for: financial advisor

Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
by Fintech News Desk9
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
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......
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......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
by Fintech News Desk0
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer
Business News

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk8
Two-Decade Industry Veteran Joins Team as Data Analytics Platform Officially Launches KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that financial industry veteran, Jeff Harper, has joined its team as chief revenue officer (CRO). KlariVis, which will officially launch this week at Bank......
Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech
Business News

Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech

Fintech News Desk
by Fintech News Desk0
Davos delegates urgently need to make a big, bold commitment this year to fintech, affirms the CEO of one of the world’s largest independent financial services and advisory organizations. The rallying call from Nigel Green, founder and chief executive of deVere Group, comes as world leaders, CEOs, academics, influencers and......
EMURGO Establishes Strategic Task Force with Uzbekistan Government to Develop Framework for Security Token Offerings & Exchanges
Blockchain Currency Exchange News

EMURGO Establishes Strategic Task Force with Uzbekistan Government to Develop Framework for Security Token Offerings & Exchanges

Fintech News Desk
by Fintech News Desk5
EMURGO Ptd. Ltd. – EMURGO – the official commercial arm of Cardano blockchain – announces the establishment of a blockchain task force with the National Agency of Project Management (NAPM) under the government of the Republic of Uzbekistan, and alongside advisors KOBEA Group & Infinity Blockchain Holdings, to lead the development of a......
B2B Payments & AP Automation Leader AvidXchange Raises $260 Million to Support Continued Growth
Featured Fintech Fintech Funding

B2B Payments & AP Automation Leader AvidXchange Raises $260 Million to Support Continued Growth

Abhishek Upadhyay
by Abhishek Upadhyay4
AvidXchange is a renowned name in the field of Automated Invoice Management and Bill Payment software. The company recently announced that it had raised $260 million in equity capital its latest financing round. Founded in 2000, the company has received an estimate of over $800 million in total funding till......
EY TaxChat Enters Global Consumer Market for Personal Tax Filing
Banking Fintech News

EY TaxChat Enters Global Consumer Market for Personal Tax Filing

Fintech News Desk
by Fintech News Desk0
EY announces EY TaxChat, the first direct-to-consumer EY tax service, which will be available to individual taxpayers in several countries around the world. An on-demand mobile tax preparation service, EY TaxChat offers personalized service from a licensed EY professional who will prepare and file tax returns on the taxpayer’s behalf.......
Host Analytics Rebrands as Planful
Banking News

Host Analytics Rebrands as Planful

Fintech News Desk
by Fintech News Desk0
Newly Unveiled Vision Reflects Value of the Company’s Continuous Planning Solution to Drive Faster, Confident Decision Making Host Analytics, Inc., a leading financial planning and analysis (FP&A) platform provider, announced that the company has changed its name to Planful, Inc. The name, Planful, is inspired by the company’s vision for......
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