Search Results for: tax expert

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
FMS Signs an Agreement to Handle Grocers Supply's Retail Accounting Services
Fintech News

FMS Signs an Agreement to Handle Grocers Supply’s Retail Accounting Services

Fintech News Desk
by Fintech News Desk0
FMS Solutions, announced that it will be the third-party outsourced provider for Grocers Supply’s retail accounting services division in Houston, Texas. This new agreement increases FMS’s presence in the south-central part of the U.S. This relationship continues the longstanding partnership between Grocers Supply and FMS. For many years, Grocers has leveraged FMS’s......
ChartIQ to Rebrand as Cosaic, Sees Bright Future in Workflow Innovation
Fintech News

ChartIQ to Rebrand as Cosaic, Sees Bright Future in Workflow Innovation

Fintech News Desk
by Fintech News Desk0
Financial technology company ChartIQ,  unveiled a new company name and logo, Cosaic, bringing together its charting software, ChartIQ, and smart desktop platform, Finsemble, under one brand. The name reflects the company vision of client collaboration and problem-solving, while solidifying its reputation as a workflow solution provider. Read More: Healthfully and Paya......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Business Fintech News

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
Marqeta Announces Industry-First Tokenization-as-a-Service Product, Allowing Any Card Issuer to Instantly Provision Cards Into a Mobile Wallet
Fintech Fintech Startups Mobile Banking News

Swiss Finance Disruptor YAPEAL Chooses Marqeta to Power New Digital Wallet

Fintech News Desk
by Fintech News Desk0
With the help of Marqeta’s modern card issuing platform, YAPEAL customers can set up a full Swiss current account in just ten minutes Digital fintech start-up YAPEAL has launched a new, innovative digital wallet, powered by Marqeta modern card issuing platform. Having received the first ever fintech licence in Switzerland......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech Investment Services News

DC Capital Partners Makes Strategic Investment in Revenue Solutions, Inc.

Fintech News Desk
by Fintech News Desk0
Revenue Solutions, a leading provider of technology-enabled public sector tax processing and compliance software solutions, announced a significant strategic investment by an affiliate of DC Capital Partners Management, LP (“DC Capital”), a private equity investment firm focused on Government and Technology related investments. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
Oliver Thym Joins Thoma Bravo to Lead Credit Business
Fintech Investment Services News

Thoma Bravo Announces Completion of Strategic Growth Investment in Exostar

Fintech News Desk
by Fintech News Desk0
Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sector, announced the completion of its acquisition of Exostar, LLC, a leader in trusted, secure business collaboration. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing Exostar’s unique platform creates trusted communities where companies......
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A Quick Review on Some of The Biggest Global Fintech Mergers & Acquisitions

Fintech News Desk
by Fintech News Desk1
Mergers and acquisitions are a good way to leave behind the competition and make your way up the success ladder. A merger happens when two companies are combined to form a single new entity, while acquisition is an event when one business acquires another business under its umbrella, to strengthen......
Ipro Announces the Acquisition of NetGovern, Driving Innovation Across Information Governance and eDiscovery
Fintech News Risk Management

Ipro Announces the Acquisition of NetGovern, Driving Innovation Across Information Governance and eDiscovery

Fintech News Desk
by Fintech News Desk0
Ipro Tech, LLC, the leader in eDiscovery, case management, and trial technology, is excited to announce the acquisition of NetGovern, a leader in Information governance, risk, and compliance software. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Joining these two global companies and their technologies will provide......
Recorded Future Invests in Gemini Advisory to Fuel Fraud Analytics Development
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Recorded Future Invests in Gemini Advisory to Fuel Fraud Analytics Development

Fintech News Desk
by Fintech News Desk0
Recorded Future, the largest global security intelligence provider, with the support of its lead investor, Insight Partners, has invested in leading fraud analytics provider, Gemini Advisory, for a minority stake in the company. Gemini Advisory’s practical intelligence disrupts fraud schemes through dedicated resourcing and superior expertise, enabling clients to prevent......
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