Search Results for: tax management

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management
Finance News

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management

PR Newswire
by PR Newswire0
Vlorish, an innovative financial technology startup, officially launches its new freelancer finance platform aimed at disrupting traditional bookkeeping, budgeting and credit scoring models for the freelance market. The first-of-its-kind web platform offers freelancers, solopreneurs, independent contractors, and employees with side hustles a way to manage their personal and business finances......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Stax Payments Bolsters Leadership Team with the Addition of Three Fintech Executives
Fintech News

Stax Payments Bolsters Leadership Team with the Addition of Three Fintech Executives

Business Wire
by Business Wire0
The payment technology provider accelerates momentum through experienced C-suite Stax Payments, the all-in-one payment technology provider, has expanded its C-suite to include fintech veterans Amy Waldhauer as chief commercial officer, Jenn Reichenbacher as chief marketing officer and Lisa Roberts as senior vice president and general counsel. Read More About Fintech : Mortgage Lending: How Lenders Are Embracing......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services
Compliance management News

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

PR Newswire
by PR Newswire0
New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial......
Ryan Expands Transaction Tax Practice with the Acquisition of Avalara’s Sales and Use Tax Recovery Business Line
Compliance management News

Ryan Expands Transaction Tax Practice with the Acquisition of Avalara’s Sales and Use Tax Recovery Business Line

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, has announced the acquisition of the sales and use tax recovery services and audit defense business line from Avalara, a leading provider of tax compliance automation software for businesses of all sizes. “We are excited to welcome our new team members......
Build Asset Management Debuts Bitcoin-Backed Private Credit Fund in Partnership with Unchained
Fintech News Risk Management

Build Asset Management Debuts Bitcoin-Backed Private Credit Fund in Partnership with Unchained

Business Wire
by Business Wire0
 Accredited investors and institutions can now access a new private credit solution that holds short-duration, senior secured, over-collateralized consumer and business loans providing potentially attractive yield Build Asset Management, an investment manager focused on income and risk mitigation in public and private credit markets, announces the launch of the Build Secured......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
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