Search Results for: tax expert

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Leading Financial Services and Technology Insights Firms Merge to Form Aite-Novarica Group
Fintech News

Leading Financial Services and Technology Insights Firms Merge to Form Aite-Novarica Group

Aquib Khan
by Aquib Khan0
Aite Group LLC and Novarica Inc. have joined forces to create the leading advisory firm focused on helping executives from banks, payments providers, insurers, securities firms and their respective service providers respond to important technology, market, operations, and regulatory changes. “We have a tremendous opportunity to leverage our subject-matter experts’......
Sapiens and Munich Re Partner to Help Insurers Target the Commercial Insurance Market
InsurTech News

Sapiens and Munich Re Partner to Help Insurers Target the Commercial Insurance Market

Fintech News Desk
by Fintech News Desk0
The partnership will enable insurers to better support SMEs and promotes post-pandemic economic recovery Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced a partnership with Munich Re, one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions, to offer......
Matterport Appoints Chief Accounting Officer from Grubhub
Finance Fintech News

Matterport Appoints Chief Accounting Officer from Grubhub

Fintech News Desk
by Fintech News Desk0
Brandt Kucharski to lead external financial reporting and technical accounting Matterport, Inc., the leading spatial data company driving the digital transformation of the built world, which has entered into a definitive agreement for a business combination with Gores Holdings VI, announced the appointment of Brandt Kucharski as Chief Accounting Officer. Kucharski......
Knox Financial Promotes Matt Marra to Chief Growth Officer
Fintech News

Knox Financial Promotes Matt Marra to Chief Growth Officer

Fintech News Desk
by Fintech News Desk0
Former Uber executive to lead expansion of Knox Frictionless Ownership Platform across the U.S. Knox Financial, the fintech company focused on property investors, announced that it has promoted Matt Marra to lead the company’s national expansion as chief growth officer. Marra joined Knox Financial in May 2020 as vice president......
FastAF Appoints Asif Meghani As Chief Financial Officer
Banking Finance Fintech Investments News

FastAF Appoints Asif Meghani As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Meghani to Oversee Finance and Investor Relations for the Company FastAF, the leading quick commerce company for premium daily essentials in North America, announced it has appointed Asif Meghani as Chief Financial Officer who will report directly to FastAF Founder and Chief Executive Officer, Lee Hnetinka. “FastAF is experiencing momentous growth and expansion,......
Sovos Acquires PetaPilot And Saphety, Strengthening Global SAF-T And B2G e-Invoicing Capabilities, And Creating A Complete Compliance Solution For Portugal
B2B Banking Business News

Sovos Acquires PetaPilot And Saphety, Strengthening Global SAF-T And B2G e-Invoicing Capabilities, And Creating A Complete Compliance Solution For Portugal

Fintech News Desk
by Fintech News Desk0
With dual acquisitions, Sovos expands public sector invoice compliance and e-accounting functionality as VAT and B2G regulations converge in Europe and beyond Global tax software provider Sovos announced it has acquired Portugal-based companies PetaPilot, which delivers e-accounting solutions to tax authorities and businesses, and Saphety, which provides compliant e-invoicing services to......
MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor
Fintech Investments News

MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Human advice on automated wealth managers Robots already vacuum homes and carry medical supplies in hospitals, so why shouldn’t consumers consider them to help manage their money? The financial comparison site MoneyRates.com breaks down the steps consumers can take to choose a robo-advisor before they make the leap to automation in What is......
MAXEX Adds Lesley Goldwasser to Board of Directors
Banking Digital Fintech Mobile Banking News

MAXEX Adds Lesley Goldwasser to Board of Directors

Fintech News Desk
by Fintech News Desk0
MAXEX, the first digital mortgage exchange for buying and selling residential loans through a single clearinghouse, announced the addition of Lesley Goldwasser to the company’s board of directors. Digital mortgage exchange for buying/selling residential loans through a single clearinghouse @MAXEXLLC adds Lesley Goldwasser to Board of Directors MAXEX’s exchange continues......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
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