Search Results for: growth

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Symphony MediaAI Appoints Mark Moeder as CEO
Business News

Symphony MediaAI Appoints Mark Moeder as CEO

Fintech News Desk
by Fintech News Desk0
Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective immediately. Moeder will lead Symphony MediaAI, a SymphonyAI Group portfolio company, into its next phase of growth, enhancing the existing......
Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019
Banking Fintech News

Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019

Fintech News Desk
by Fintech News Desk12
Instimatch Global, the digital network for institutional money market lending, has announced its performance highlights for the second half of 2019: Trade intent grew to $195 billion, up 44% on H1. The number of counterparties on the company’s international money markets network has grown to 80, up 50% compared to......
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......
Brex Adapts Rewards, Adds SBA Loan Support to Help Customers During COVID-19 Crisis
Banking News

Brex Hires Google Executive Paul-Henri Ferrand as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Brex, the financial technology company that helps ambitious companies scale, announced the hire of Paul-Henri Ferrand as COO, to lead Brex’s go-to-market function through the company’s next phase of growth and expansion. Ferrand joins Brex from Google, where he was President, Global Customer Operations for Google Cloud. “PH is a......
Earnin Appoints Erbil Karaman as Head of Product
Banking Fintech News

Earnin Appoints Erbil Karaman as Head of Product

Fintech News Desk
by Fintech News Desk0
Earnin, the leader in innovative solutions to the world’s toughest financial problems, announced the appointment of Erbil Karaman as Head of Product. Karaman, a veteran of Facebook and Lyft, will lead the future development of the company’s product roadmap, reporting to Earnin Founder and CEO Ram Palaniappan and working alongside recently......
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
by Fintech News Desk0
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......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
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......
With Prima P&C 9.6, Prima Solutions further enhances the functionality and technology of its policy and claims management platform
InsurTech News

Prima Solutions Unveils Its New Brand Identity

Fintech News Desk
by Fintech News Desk0
This New Identity Comes Alongside Corporate Developments and Affirms the Group’s Commitment to Helping Insurance Companies Go Digital More Quickly. Prima Solutions, the leading French insurtech group for insurance and reinsurance professionals, unveiled its new brand identity. Home to a range of specialized solutions for insurance and reinsurance, the group......
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