Search Results for: professional services

Vertex Research Finds UKI e-Commerce Businesses are Falling Behind EU and US Counterparts in the Digital Transformation Race
E-commerce News

Vertex Research Finds UKI e-Commerce Businesses are Falling Behind EU and US Counterparts in the Digital Transformation Race

Fintech News Desk
by Fintech News Desk0
Research shows that delays in optimising inefficient finance and VAT management processes are stifling ambitious growth plans Vertex, Inc. a global provider of tax technology solutions, released a research report on how businesses selling online can change indirect tax management from inhibitor to enabler. The study surveyed 730 financial decision makers......
Needham Bank Commits $2 Million CRA Equity Investment to Reinventure Capital Fund I, LP
Banking News

Needham Bank Commits $2 Million CRA Equity Investment to Reinventure Capital Fund I, LP

Fintech News Desk
by Fintech News Desk0
Needham Bank is pleased to announce it has committed to invest $2 million in a venture capital fund overseen by the Massachusetts-based firm Reinventure Capital (Reinventure). Latest Fintech News: Paytm Broadens Offline Payments Distribution, Partners with Samsung Stores to Deploy Smart PoS Devices and Offers Paytm Postpaid Led by pioneer impact investor Edward Dugger III, the......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
iDonate Releases 2.0 Version of Digital Fundraising Platform
Digital Asset Management News

iDonate Releases 2.0 Version of Digital Fundraising Platform

Fintech News Desk
by Fintech News Desk0
Advanced digital fundraising solution that enables donor-first optimization for enterprise nonprofits to reach more, convert more, and retain more of today’s donors. iDonate, the fastest growing digital fundraising solution for nonprofits, announced iDonate 2.0, a completely revamped and refreshed upgrade of its SaaS online giving platform. The newly updated 2.0 solution......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
by Fintech News Desk0
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
Thompson Street Announces Minority Investment by Wafra
Investment Services News

Thompson Street Announces Minority Investment by Wafra

Fintech News Desk
by Fintech News Desk0
Investment expected to support Thompson Street’s continued growth Thompson Street Capital Partners and Wafra Inc.jointly announced that funds managed by Wafra have acquired a strategic minority ownership interest in Thompson Street. Thompson Street is a leading middle-market private equity firm based in St. Louis focused on investing in founder-led businesses......
AstroPay Appoints Sofía Lanza as Chief Banking Officer
Digital Payments News

AstroPay Appoints Sofía Lanza as Chief Banking Officer

Fintech News Desk
by Fintech News Desk0
AstroPay, the payment solution of choice for millions of users globally, has appointed Sofía Lanza as Chief Banking Officer, as the company moves forward with its expansion plans into new markets and verticals. Sofía, who previously served as Chief Corporate Development at AstroPay, will be responsible for developing and managing......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
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