Search Results for: professional services

Excalibur Investment Banking Advises Salas O’Brien on its Partnership with Plus Group
Banking News

Excalibur Investment Banking Advises Salas O’Brien on its Partnership with Plus Group

Business Wire
Excalibur Investment Banking is pleased to announce that Plus Group and Salas O’Brien have joined forces as engineering leaders in the manufacturing sector. Together, the firms will partner with clients to advance society and improve communities through expertise in manufacturing, industrial, chemicals, pharmaceutical, food & beverage, and agribusiness. “For 27......
Kurrency: Wemade's New Collateral-backed DeFi Service
DeFi News

Kurrency: Wemade’s New Collateral-backed DeFi Service

PR Newswire
WCD (WEMIX Crypto Dollar) issuance service based on collateral assets Wemade Co., Ltd. has announced the upcoming launch of Kurrency, a new Defi (decentralized finance) service designed to offer greater ease-of-use, transparency and reliability. Kurrency is a service that issues cryptodollars through a collateralized debt position. Users can entrust the......
SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate
Banking News

SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate

PR Newswire
The firm has grown its team to over 70 Technology Investment Banking professionals in the last 18 months. Silverglate marks the franchise’s 16th Senior Managing Director hire SVB Securities, a leading investment bank serving the innovation economy, announced the addition of Scott Silverglate as Senior Managing Director of the firm’s Technology......
Medical Properties Trust Sells $105 Million of Its Interest in Steward’s Syndicated Asset-backed Credit Facility
Finance News

Viper Partners Launches New Loan and Real Estate Division for Doctors and Medical Practice Owners

PR Newswire
Newly rebranded Viper Equity Partners, now Viper Partners, has launched a new division offering equipment, expansion and acquisition loans to doctors and medical business owners nationwide. As the MSO and DSO markets continue to enjoy massive growth, Viper recognizes that many doctors are not ready to sell. A newly launched......
Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
The Radical Value of Global-First Compliance
Compliance management Guest Posts

The Radical Value of Global-First Compliance

Matthew Van Buskirk
If building and maintaining a global compliance program is difficult and stressful for your company, you’re not alone. I often reflect on a story – anecdotally recounted to me – of a top-ten global financial institution facing an impossible situation. They needed to meet a 30-day deadline for SAR filing,......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Cryptocurrency Investment Services News

Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice

PR Newswire
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Fintech News

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm

PR Newswire
Sanctuary Wealth, home to the next generation of elite advisors, welcomed Chappell Wealth Management as its latest partner firm. The seven-person team based in The Woodlands, Texas, is led by Brent Chappell, CFP, CIMA, Brad Chappell, CIMA, Michael Mills, CFP, and Spencer Carlson, CFA. With close to $1.5 billion in assets under management (AUM), the team......
To Accelerate Shenzhen-Hong Kong's Financial Connectivity, 30 Financial Measures Have Been Enacted
Finance News

To Accelerate Shenzhen-Hong Kong’s Financial Connectivity, 30 Financial Measures Have Been Enacted

PR Newswire
Qianhai now appears to be the first stop for Hong Kong-invested financial institutions to enter the mainland, and Qianhai has made another breakthrough in financial innovation. On February 23, the Opinions on Providing Financial Support for the Comprehensive Deepening of Reform and Opening Up of the Qianhai Shenzhen-Hong Kong Modern Service Industry Cooperation Zone (hereinafter referred to......
B2B Fintech News Technology

AMLYZE And iDenfy Join Forces To Increase The Number Of Clients

Fintech Staff Writer
iDenfy, the end-to-end identity verification, compliance, and fraud prevention startup, announced a new partnership with AMLYZE, the SaaS Anti-Financial Crime solutions provider, helping small and medium-sized enterprises counter financial crime. Mutual growth is made possible by the referral agreement which AMLYZE and iDenfy signed.iDenfy’s Referral Agreement helps its partners earn......
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