Search Results for: tax expert

OneStream Names KPMG in Canada 2022 Power of the Platform Winner
Finance News

OneStream Names KPMG in Canada 2022 Power of the Platform Winner

Fintech News Desk
by Fintech News Desk0
OneStream announced that professional services firm KPMG in Canada has been recognized as a Power of the Platform Award winner at the 2022 Splash Global User Conference and Partner Summit. The Power of the Platform Award recognizes the top OneStream Global Advisory Program partner who has truly extended the OneStream platform......
CleanCloud Launches Payroll A first in the industry
Banking News

CleanCloud Launches Payroll A first in the Industry

Fintech News Desk
by Fintech News Desk0
CleanCloud announces the launch of its new ‘CleanCloud Payroll’ product powered by the knowledge and expertise of a leading payroll service provider in the United States, Gusto. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as New Chief Product Officer This feature allows Laundromats and Dry Cleaners to......
Monarch Private Capital Announces Financial Closing of 450 MW Wind Portfolio
Finance News

Monarch Private Capital Announces Financial Closing of 450 MW Wind Portfolio

Fintech News Desk
by Fintech News Desk0
The firm expands its breadth and depth of growing renewable energy division with its first wind power project Monarch Private Capital, a nationally recognized ESG investment firm that develops, finances and manages a diversified portfolio of projects that generate both federal and state tax credits, is pleased to announce the......
Bitwave Announces Expansion and Integration of Partner Ecosystem
Digital Payments News

Bitwave Announces Expansion and Integration of Partner Ecosystem

Fintech News Desk
by Fintech News Desk0
The new partnerships further establishes the firm as a trusted leader in the digital asset space Bitwave, the first enterprise-grade tax, accounting, and finance software for digital assets, continues to grow its partner network, accelerating its leadership in the ecosystem. The first of these announcements with Figment, one of the......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
MSME Super-app, HostBooks raises $3Million in Series-A Funding from Razorpay Plans to Strengthen its Product Suite
Digital Payments News

MSME Super-app, HostBooks raises $3Million in Series-A Funding from Razorpay Plans to Strengthen its Product Suite

Fintech News Desk
by Fintech News Desk0
Micro, Small and Medium Enterprise (MSME)-focused fintech start-up HostBooks announced that it has raised $3 Million in a Series-A funding round led by Razorpay, one of India’s Leading Full-Stack Financial Services Company. HostBooks plans to utilize the fund to not only add new features to its existing product suite but also to develop innovative products including a deep......
CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review
Finance News

CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center’s financial planning academic journal, Financial Planning Review. Horan will be responsible for the strategic direction of the journal, including scope of research published, editorial board selection and......
Patria Investments Announces Agreement to Acquire VBI Real Estate to Anchor Brazil Real Estate Platform
Investments News

Patria Investments Announces Agreement to Acquire VBI Real Estate to Anchor Brazil Real Estate Platform

Fintech News Desk
by Fintech News Desk0
Top player in Brazil’s REIT market will increase the size of Patria’s combined real estate platform three-fold and add valuable and scalable permanent capital AUM Patria Investments a global alternative asset manager, announced an agreement to acquire VBI Real Estate (“VBI”), one of the top independent alternative real estate asset......
UMD to Present Climate Finance and Risk Management Bootcamp
Finance News

UMD to Present Climate Finance and Risk Management Bootcamp

Fintech News Desk
by Fintech News Desk0
As climate change increasingly affects business decision making, risk managers, financial analysts and other leaders must anticipate how weather events may impact their growth outlook, estimate how port taxes may increase because of rising sea levels, develop contingencies for supply chain disruptions and respond to the unexpected. Latest Fintech News: Skolem......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
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