Search Results for: financial

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets
Finance News

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

PR Newswire
by PR Newswire0
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has acquired Blueprint Wealth Advisors, LLC (“Blueprint”). The acquisition expands Merit’s presence in Illinois and Wisconsin, including entry into......
Catch Up Bookkeeping Services- Streamline Your Financial Management with IBN Technologies
Finance News

Catch Up Bookkeeping Services- Streamline Your Financial Management with IBN Technologies

EIN Presswire
by EIN Presswire0
Catch Up bookkeeping services help businesses streamline financial management, providing accurate, reliable, & scalable solutions. For businesses, especially small to medium-sized enterprises (SMEs), managing bookkeeping can be a daunting task, particularly when records fall behind. As financial records pile up and deadlines approach, staying on top of bookkeeping becomes a......
Arey Group Appoints New Chief Financial Officer
Finance Investment Services News

Arey Group Appoints New Chief Financial Officer

EIN Presswire
by EIN Presswire0
Veteran Real Estate Executive Rustyn Osier Joins the AREY Team AREY Group, a real estate investment, development, and property management firm with a clear vision to quickly grow and scale, announced the appointment of Rustyn (Rusty) Osier as its Chief Financial Officer, marking a key addition to the company’s executive......
ZIGRAM Partners with Inficare to Deliver Cost-Effective AML Name Screening Solutions to Nepal’s Financial Ecosystem
Finance News

ZIGRAM Partners with Inficare to Deliver Cost-Effective AML Name Screening Solutions to Nepal’s Financial Ecosystem

EIN Presswire
by EIN Presswire0
This Partnership between ZIGRAM and Inficare will enable smarter compliance and efficiency- empowering financial institutions in Nepal to stay AML compliant In line with its continuous efforts to strengthen Anti-Money Laundering (AML) regulations and deliver financially sustainable compliance solutions across South Asia, ZIGRAM, a globally recognised RegTech organisation, has announced......
Posh Turns Knowledge Into Action with Next-Generation AI Workspace for Financial Institutions
Banking Finance News

Posh Turns Knowledge Into Action with Next-Generation AI Workspace for Financial Institutions

Business Wire
by Business Wire0
AI-powered workspace transforms how financial institutions turn knowledge into action. In an industry where precision and compliance leave little room for error, banking employees spend countless hours searching, clarifying, analyzing, and rewriting the same information over and over. Posh AI, the leader in conversational and agentic AI for financial institutions,......
First Rate Ventures Leads Investment in bQuest: The Care Intelligence Platform Transforming Aging and End-of-Life Planning in Financial Services
Finance Investment Services News

First Rate Ventures Leads Investment in bQuest: The Care Intelligence Platform Transforming Aging and End-of-Life Planning in Financial Services

Business Wire
by Business Wire0
First Rate Ventures, the corporate venture arm of First Rate, Inc., announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for financial advisors and their clients navigating aging, end-of-life, and after-loss transitions. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance......
Curinos Secures U.S. Patent for Adaptive AI That Unites Generative and Reinforcement Learning -- Advancing Decision Intelligence for Financial Institutions
Artificial Intelligence Finance News

Curinos Secures U.S. Patent for Adaptive AI That Unites Generative and Reinforcement Learning — Advancing Decision Intelligence for Financial Institutions

PR Newswire
by PR Newswire0
Curinos, a leader in AI-first Decision Intelligence for financial institutions, announced the issuance of U.S. Patent No. 12,457,247, covering a breakthrough system that combines reinforcement learning with generative AI to deliver continuously optimizing, compliant decisions and creative content. The patented solution enables AI systems to automatically generate, test, and refine......
Regnology Launches RRH Ascend, Leveraging Straight-Through Reporting to Modernize Financial Regulation
Banking Finance News

Regnology Launches RRH Ascend, Leveraging Straight-Through Reporting to Modernize Financial Regulation

Business Wire
by Business Wire0
Regnology, a leading software provider with a focus on regulatory reporting and supervisory technology solutions, announced the launch of RRH Ascend, the next generation of its Regnology Reporting Hub (RRH) solution for banking and transaction reporting. The unveiling will take place at the 32nd annual RegTech Convention, the largest global......
Debbie Bianucci to Retire as President & CEO of ProSight Financial Association
Banking Finance News

Debbie Bianucci to Retire as President & CEO of ProSight Financial Association

Business Wire
by Business Wire0
After 20 years as President & CEO, Debbie Bianucci has announced her plans to retire from ProSight Financial Association effective June 30, 2026. Debbie has been with the organization for 35 years including the last 20 years as President & CEO. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal,......
Experior Financial Group Releases Video Series Showcasing Corporate Leadership, and Debuting with CEO Lee-Ann Prickett
Finance News

Experior Financial Group Releases Video Series Showcasing Corporate Leadership, and Debuting with CEO Lee-Ann Prickett

EIN Presswire
by EIN Presswire0
Experior is proud to launch an inspiring new series of long and short-form video content featuring members of the company’s C-suite executives and directors. Experior Financial Group is proud to announce the launch of an inspiring new series of long- and short-form video content featuring members of the company’s C-suite......
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