Search Results for: tax management

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,......
Digital River Launches Payments, Taxes, Fraud and Compliance App for Lightning B2B on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
B2B Commerce Digital Payments News

Digital River Launches Payments, Taxes, Fraud and Compliance App for Lightning B2B on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
B2B companies can now benefit from combining Salesforce’s powerful commerce capabilities with Digital River’s merchant of record model to accelerate global expansion Digital River, an experienced global ecommerce enabler for established and fast-growing brands, announced it has launched its own integration with Salesforce Commerce Cloud on Salesforce AppExchange, empowering users......
Krissy Davis Named Leader of Deloitte's US Investment Management Sector
Investments News Risk Management

Krissy Davis Named Leader of Deloitte’s US Investment Management Sector

Fintech News Desk
by Fintech News Desk0
Davis, a 24-year Deloitte veteran, is the first woman to lead this key sector serving more than 90% of global Fortune 500 financial services companies Deloitte announced that Krissy Davis has been named the leader of its U.S. investment management sector, a key strategic area that serves nine out of 10......
InvestaX Approaches to Tokenize the World with MAS Fintech Sandbox
DeFi News

InvestaX Approaches to Tokenize the World with MAS Fintech Sandbox

Fintech News Desk
by Fintech News Desk0
InvestaX launches the exchange in the sandbox of the Monetary Authority of Singapore (MAS) offering key infrastructure to bring liquidity to digital securities. Singapore-based InvestaX is a MAS licensed online trading and investment platform for Digital Securities (DSO) and Security Tokens (STO) for trading in private markets to global tier that focuses......
Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
by Fintech News Desk0
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits
Fintech Investments News

Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits

Fintech News Desk
by Fintech News Desk0
Twain Financial Partners is bringing both debt financing and Investment Tax Credit (ITC) equity to solar energy projects across the country. This move positions Twain as a one-stop shop for solar installers looking for installation financing, debt and tax equity. Twain makes equity investments in solar projects that qualify for......
BNY Mellon Investment Management Commences Trading of Active ETF Solutions
Investments News

BNY Mellon Investment Management Commences Trading of Active ETF Solutions

Fintech News Desk
by Fintech News Desk0
The BNY Mellon Ultra Short Income ETF–First of Several Upcoming Active ETFs to Bring BNY Mellon Investment Management Specialist Capabilities to ETF Market BNY Mellon Investment Management, one of the world’s largest asset managers with $2.3 trillion in assets under management, announced the expansion of its Exchange-Traded Funds (ETFs) range with......
CommerceIQ Closes Explosive First Half 2021, Cementing Its E-Commerce Management Leadership Position on the Heels of Series C Funding
E-commerce News

CommerceIQ Closes Explosive First Half 2021, Cementing Its E-Commerce Management Leadership Position on the Heels of Series C Funding

Fintech News Desk
by Fintech News Desk0
Sets the Stage for Second Half with Furthering Omnichannel Offering, Introduction of New Market Insights Dashboard, Boost in Headcount, Multiple Industry Awards and Analyst Coverage CommerceIQ, the leading e-commerce management platform provider, announced it has closed a record-breaking first half of 2021 on the heels of its Series C funding,......
Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools
Banking Fintech News

Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools

Fintech News Desk
by Fintech News Desk0
$2.8 billion-asset bank chooses end-to-end loan origination platform to boost efficiencies, support growth Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced that Red River Bank has selected their end-to-end loan origination platform, allowing the bank to streamline and automate......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
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