Search Results for: spend management

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
QuickFee Introduces Connect, A New Payment Integration with Wolters Kluwer Practice Management Software
Digital Payments News

QuickFee Introduces Connect, A New Payment Integration with Wolters Kluwer Practice Management Software

Fintech News Desk
by Fintech News Desk0
As a leader in payment and lending solutions for professional service organizations, QuickFee introduces an integration that accelerates digital transformation, streamlines the payment process, and empowers improved collaboration between accounting firms and its clients QuickFee offers a secure online payment platform for professional service firms. The company is now launching......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Tipalti Announces Solutions to Wipe Out Maverick Spend and Streamline Purchasing at Its Inaugural Conference, Tipalti Illuminate
Fintech News

Tipalti Announces Solutions to Wipe Out Maverick Spend and Streamline Purchasing at Its Inaugural Conference, Tipalti Illuminate

Fintech News Desk
by Fintech News Desk0
B2B fintech company continues global expansion with the UK office as the first location for Tipalti Europe   Tipalti, a global payables automation company, unveiled new innovations including integration of its current Procurement and Payables solution and a corporate payment card at Illuminate, its inaugural user conference, to help high-velocity companies control costs......
Beeline and Ivalua Partner to Optimize All Corporate Spend Through an Integrated Solution
Finance Fintech News

Beeline and Ivalua Partner to Optimize All Corporate Spend through an Integrated Solution

Fintech News Desk
by Fintech News Desk0
New partnership will allow seamless management of external workers and contingent staffing within a single source-to-pay suite Beeline, the leading technology solution provider for managing the extended workforce, and Ivalua, a global leader in cloud Spend Management solutions, announce a partnership which incorporates contingent staffing into the total procurement spend solution.......
Cambridge Savings Bank Introduces Money Management - A Tool for Consumers to Improve Their Financial Well-Being
Banking Fintech Mobile Banking News

Cambridge Savings Bank Introduces Money Management – A Tool for Consumers to Improve Their Financial Well-Being

Fintech News Desk
by Fintech News Desk0
Money Management from MX promotes financial literacy and empowers Americans to access powerful insights on their spending, savings, debt, and more Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $5 billion in assets, unveiled its personal finance visualization tool, Money Management, to add to the......
Melio Offers Small Businesses an Enhanced, More Secure Payment Management Experience
B2B Digital Payments News

Melio Offers Small Businesses an Enhanced, More Secure Payment Management Experience

Fintech News Desk
by Fintech News Desk0
New digital payment methods, powered by J.P. Morgan, will maximize cash flow and simplify the B2B payment workflow by enabling instant payouts Melio, a leading small business B2B payments company, announced new payment methods for small business owners, offering Real-Time Payments (RTP) and Virtual Cards powered by J.P. Morgan, to......
Unbanked Receives Visa Ready Certification for Digital Currency Program Management
Banking Blockchain Digital Payments Fintech News

Unbanked Receives Visa Ready Certification for Digital Currency Program Management

Fintech News Desk
by Fintech News Desk0
Unbanked, a global fintech provider that connects traditional enterprise and banking systems with blockchain, today announced that it has been certified as a Visa Ready partner for Program Management within the Visa Fast Track Program. Unbanked was approved in 2020 as a Fast Track Enablement Partner, and with this VISA......
Centtrip Expands Into the United States to Revolutionize Expense Management
Fintech News

Centtrip Expands Into the United States to Revolutionize Expense Management

Fintech News Desk
by Fintech News Desk0
Centtrip, the global fintech providing expense management and card payment technology, has launched its platform, app, and card in the United States. The fintech has partnered with Adyen to provide its U.S. offering. Designed for the demands of highly mobile businesses, the Centtrip card offers some of the highest spend......
MaxRewards Raises $3 Million Series Seed to Help Consumers Earn Extraordinary Benefits from Everyday Spend
Fintech Funding News

MaxRewards Raises $3 Million Series Seed to Help Consumers Earn Extraordinary Benefits from Everyday Spend

Fintech News Desk
by Fintech News Desk0
MaxRewards, the first service that automates maximizing credit card rewards, cash back and benefits, announced that it has raised a $3 million series seed funding round co-led by Dundee Venture Capital and Calano Ventures. Other investors in the round include Fintech Ventures Fund, Service Provider Capital and Nick Izquierdo, President at Fleetcor, a global payments and card company.......
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