Search Results for: spend management

OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform
DeFi Finance News

OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform

GlobeNewswire
by GlobeNewswire0
OKX Wallet is now integrated with Teahouse Finance, a DeFi asset management platform dedicated to secure and flexible wealth management. With this integration, users can access Teahouse Finance’s solutions via web extension, including its HighTable NFTs which serve as exclusive passes to Teahouse strategy vaults. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction
Investment Services News

Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction

Business Wire
by Business Wire0
Led by Fin Capital and Vertex Ventures SEAI, funding will help bolster go-to-market engine, deploy next-gen technologies, and expand into high-demand markets The all-in-one third-party management platform, Certa, announced it has raised a 2x oversubscribed Series B led by Fin Capital, and Vertex Ventures Southeast Asia and India, with participation from Tru Arrow Partners.......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
Mesh Payments Revolutionizes Business Travel With New Travel Management Platform For Global Modern Enterprises
Digital Payments News

Mesh Payments Revolutionizes Business Travel With New Travel Management Platform For Global Modern Enterprises

PR Newswire
by PR Newswire0
Global Business Travel Association Convention (GBTA) — Mesh Payments announced the launch of Mesh Travel Management, a breakthrough, TMC-agnostic travel management solution with integrated corporate cards, automated travel policy enforcement and robust AI-enabled expense management tools for modern, global enterprises. The status quo is outdated legacy travel management systems that lack modern and......
LendingPoint Launches Personal Financial Health and Management Tool
Lending News

LendingPoint Launches Personal Financial Health and Management Tool

Business Wire
by Business Wire0
In honor of National Financial Awareness Day, new personal finance tool available to all LendingPoint customers via mobile app LendingPoint, the AI-driven CreditTech platform that provides one-stop financing solutions for consumers, e-commerce and point of sale partners, and lending institutions, announced the release of their personal financial health and management......
LeaseQuery Acquires Stackshine to Help Companies Track and Optimize Software Spend and Usage
Finance News

LeaseQuery Acquires Stackshine to Help Companies Track and Optimize Software Spend and Usage

PR Newswire
by PR Newswire0
The deal enables LeaseQuery to tackle the next significant challenge facing organizations – SaaS operations and spend management LeaseQuery, a fast-growing provider of software built to empower accounting and finance teams by simplifying the complex, announced its acquisition of Stackshine, a SaaS spend management platform designed to help companies track......
Knot Closes $10 Million Series A Led by Nava Ventures To Transform Card-on-file Management
Digital Payments News

Knot Closes $10 Million Series A Led by Nava Ventures To Transform Card-on-file Management

PR Newswire
by PR Newswire0
Knot, the platform that enables card issuers to automatically switch saved payment methods at the request of their users, announced a $10 million Series A raise led by Nava Ventures, with participation from Amex Ventures, Plaid, and 20+ world-leading CEOs and founders. The funding will be used to scale Knot’s services......
Ramp Passes $600 Million in Savings; Chosen by Shopify as Its Sole Expense Management Provider
Finance News

Ramp Passes $600 Million in Savings; Chosen by Shopify as Its Sole Expense Management Provider

PR Newswire
by PR Newswire0
Introduces new platform offering with advanced capabilities for complex businesses Ramp, the finance automation platform and first corporate card designed to help businesses spend less, has helped its 15,000+ customers collectively save more than $600 million and over 8.5 million hours of employee time by controlling spend and automating manual tasks. This figure grew......
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