Search Results for: senior advisor

eVest Technology Launches Innovative Marketplace, Offering the Next Generation of Investment to Accredited Investors
Investment Services News

eVest Technology Launches Innovative Marketplace, Offering the Next Generation of Investment to Accredited Investors

Fintech News Desk
by Fintech News Desk0
Company’s eVest Marketplace Platform Delivers Investment Opportunities In A Myriad Of Industries Through A Comprehensive And Convenient Digital Process Featuring Instant Updates, Automated Funding And Dividend Processing, And No Broker or Attorney Fees Ushering in the next generation of investing, eVest Technology, long recognized for its savvy, industry-leading syndication software,......
Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
by Fintech News Desk8
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
FinFit Makes Early Wage Access Free for Employees
Business News

Compeat Names Bob Looney as Chief Technical Officer

Fintech News Desk
by Fintech News Desk6
Compeat, a leading provider of innovative restaurant accounting, back office, workforce and intelligence management software, has named Bob Looney as Chief Technical Officer (CTO). Looney brings over 19 years of experience in leading engineer teams in creating intuitive software that unlocks the value from data. He spent 10 years of his career developing......
Figure Names Financial Services Veteran Asiff Hirji as President
Fintech News

Figure Names Financial Services Veteran Asiff Hirji as President

Fintech News Desk
by Fintech News Desk0
Hirji’s C-Level Roles at Coinbase, TD Ameritrade, & Hp Bring New Capabilities to Global Financial Services Blockchain Leader Figure Technologies, Inc. (Figure™), a leader in transforming financial services through the power of blockchain technology, announced that financial services veteran Asiff Hirji has been named President and is already in place......
SharesPost Broadens Access to SharesPost 100 Fund
Banking News

SharesPost Broadens Access to SharesPost 100 Fund

Fintech News Desk
by Fintech News Desk0
Leading Liquidity Provider Hires Five-Member Team to Expand Distribution of Late-Stage VC Strategies from SharesPost Investments Management, LLC SharesPost, a leading provider of liquidity strategies within the private growth asset class, appointed a new in-house sales and distribution team to expand access to its suite of investment strategies, including the......
Clients Applaud BPM’s Accounting Technology Solutions Services
Fintech News

Clients Applaud BPM’s Accounting Technology Solutions Services

Fintech News Desk
by Fintech News Desk0
Firm Receives Coveted Sage Intacct Partner of the Quarter Award in Q1 BPM, one of the 50 largest public accounting and advisory firms in the country, has been recognized as Sage Intacct’s Partner of the Quarter by the accounting software company. The Firm won the award in Q1 2020 after......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
by Fintech News Desk2
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations
Business InsurTech News

Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations

Fintech News Desk
by Fintech News Desk0
High-Growth Insurance Data and Predictive Scoring Startup Hires Executive Leadership to Lead Its Next Phase of Growth Fenris Digital, a data and analytics company enabling friction-free quoting processes for financial and insurance products, announced that Jay Bourland has joined Fenris as Chief Technology Officer. “I’m excited to welcome Jay as CTO as......
UnionPay International and PayPal Enter Global Partnership Agreement to Accelerate Growth of Digital Payments
Business Fintech News

UnionPay International and PayPal Enter Global Partnership Agreement to Accelerate Growth of Digital Payments

Fintech News Desk
by Fintech News Desk0
UnionPay International (UPI) and PayPal announced a global partnership where both companies will work together to accelerate the growth of their networks. As part of the agreement, PayPal has committed to supporting UPI acceptance globally where PayPal is accepted – giving UnionPay cardholders more choice when shopping. In the future, UPI will explore opportunities to support......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
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