Search Results for: legal professionals

Profi Launches All-in-One Solution for Professional Service Providers
Business Finance News

Profi Launches All-in-One Solution for Professional Service Providers

Fintech News Desk
by Fintech News Desk0
Veteran tech executives launch vertical SaaS platform for professionals, from solopreneurs to professional services firms Profi, Inc. announced the launch of an innovative, secure, modern professional services solution for collaboration, program management, scheduling, billing, reporting, client and team management, and more. The Profi platform is a cloud-based service that helps......
Vena Raises $300 Million in Series C Funding To Transform How Businesses Plan To Grow
Finance Fintech News

Vena Raises $300 Million in Series C Funding To Transform How Businesses Plan To Grow

Fintech News Desk
by Fintech News Desk0
Vista Equity Partners leads the round, one of the largest in Canadian tech Vena, the Complete Planning platform loved by finance and trusted by business, today announced it has raised $300 million in Series C funding. The minority round is one of the largest for a Canadian tech company and......
Ironclad Announces Expansion of Partner Ecosystem with New Investment and Growth of Company Leadership
Digital Investments News

Ironclad Announces Expansion of Partner Ecosystem with New Investment and Growth of Company Leadership

Fintech News Desk
by Fintech News Desk0
With the new Salesforce Ventures investment, Ironclad will expand its partner ecosystem with new VP of Global Alliances and product integrations Ironclad, a leader in the contract lifecycle management space, according to Forrester, announced the expansion of its partner ecosystem with Salesforce Ventures’ investment in the company’s $100 million Series D round.......
Safeture Signs New Deal With Insured Nomads, A Global Insurtech For The New Normal
Digital InsurTech Investment Services Investments News

Safeture Signs New Deal With Insured Nomads, A Global Insurtech For The New Normal

Fintech News Desk
by Fintech News Desk0
Safeture has entered into an agreement with the U.S./EU corporation Insured Nomads, the first insurtech company focused on remote workers, digital nomads, expats, and travelers. As of now, Insured Nomads, with the help of Safeture’s technology, can offer and extend policyholders with an upgrade of benefits and services suited to the......
Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
B2B Finance Fintech News

Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked

Fintech News Desk
by Fintech News Desk0
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
Roostify Hires First Chief Compliance Officer
Finance Fintech News

Roostify Hires First Chief Compliance Officer

Fintech News Desk
by Fintech News Desk0
Industry Veteran Will Ensure Roostify is Ahead on Compliance, Data Security Mortgage industry veteran Roger Fendelman has joined premium home lending technology provider Roostify as its first Chief Compliance Officer. Fendelman will oversee the company’s governance, risk, compliance, and information security  programs. Roger Fendelman, a mortgage compliance attorney, has nearly 25 years......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
1