Search Results for: tax expert

TASE Data Hub: The Tel-Aviv Stock Exchange is Launching a Data System that Allows, for the First Time, Direct, Immediate and Seamless Access to TASE Market Data
Fintech Investment Services News

Tel-Aviv Stock Exchange Bridges the Gap between Israeli High-Tech and Thousands of Institutional and Accredited Investors with TASE UP

Fintech News Desk
by Fintech News Desk0
Newly Launched Innovative Electronic Platform TASE UP Allows Companies and Funds, For the First Time, to Raise Capital from Institutional and Accredited Investors and Remain Private TASE has entered into several collaborations, including with Jefferies, Novus, Fundit and IVC Comedian, Adi Ashkenazi, will be fronting the TASE UP launch campaign......
InsurTech News

World Insurance Associates Acquires Lindberg & Associates Insurance of Virginia

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (WIA), a Top 100 Insurance Agency, announced today that it acquired Lindberg & Associates of Poquoson, Virginia, on July 1, 2020. Terms of the transaction were not disclosed. Founded in 2011, Lindberg & Associates is an independent insurance agency that provides all forms of property and......
Prudential Financial,
Fintech News

Prudential Financial to sell Prudential of Taiwan to Taishin Financial

Fintech News Desk
by Fintech News Desk0
Prudential Financial, announced that it has entered into a definitive agreement with Taishin Financial Holding Co., Ltd., a leading Taiwan-based financial institution, to sell Prudential Life Insurance Company of Taiwan Inc. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Under the terms of the agreement,......
CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing
Banking Fintech News Risk Management

CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a US$5.5 million debt financing for Health Fidelity, Inc. (“Health Fidelity”), a healthcare technology market leader focused on supporting health plans and hospital systems successfully engaged in risk-sharing arrangements. The company will use the debt capital to accelerate new product delivery to the......
BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Jefferies Announces Co-brand Partnership With Regis Partners in the Philippines

Fintech News Desk
by Fintech News Desk0
Jefferies Hong Kong Limited today announced that it has established a co-brand agreement with Regis Partners, Inc. for the cash equities business in the Philippines. Under the agreement, Jefferies will distribute equity research on companies in The Philippines on a co-branded basis to Jefferies’ global client base. Additionally, Regis Partners......
USA Technologies Appoints R. Wayne Jackson as CFO
Fintech News

USA Technologies Appoints R. Wayne Jackson as CFO

Fintech News Desk
by Fintech News Desk0
USA Technologies, a cashless payments and software services company that provides end-to-end technology solutions for the self-service retail market, announced today that R. Wayne Jackson has joined the company as chief financial officer, effective immediately. He will be based in USAT’s Atlanta office. Read More: Entrust Datacard Solves Evolving Identity......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News

Wolters Kluwer CCH Axcess™ With Quick Start Helps Small Accounting Firms Embrace the Cloud

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that it is extending the benefits of its award-winning CCH Axcess™ cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess™ With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their......
Jayme Fishman Joins Avalara as Executive Vice President of Corporate Development
Business Fintech News

Jayme Fishman Joins Avalara as Executive Vice President of Corporate Development

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the appointment of tax technology and consulting veteran Jayme Fishman as its new executive vice president of corporate development. His responsibilities include overseeing the company’s mergers and acquisitions (M&A) strategy and managing the acquisitions process......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech Funding InsurTech News

Buckle Reinvents Insurance Model for Gig Economy with $31 Million Series A Funding

Fintech News Desk
by Fintech News Desk0
New model uses fresh sources of data to underwrite risks and fills gaps in conventional policies, while making insurance affordable, accessible for rideshare drivers Buckle, a tech-enabled financial services company, has filed its Regulation D and disclosed it raised $31 million through its Series A funding round co-led by HSCM Bermuda and Eos......
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