Search Results for: tax planning

Akoya Partners With Axway to Help Financial Institutions Tap Into the Power of Open APIs
Finance Fintech News

Akoya Partners With Axway to Help Financial Institutions Tap Into the Power of Open APIs

Business Wire
by Business Wire0
The API-driven solution enables greater control and faster connectivity of embedded finance and customer data portability. “Akoya is excited to work with Axway to streamline the integration between financial institutions and fintech applications” Akoya is proud to announce its partnership with Axway to transform the way customer information is shared......
nCino Announces Partnership with Grasshopper to Streamline Bank’s Internal Processes
Banking News

nCino Announces Partnership with Grasshopper to Streamline Bank’s Internal Processes

GlobeNewswire
by GlobeNewswire0
Partnership strengthens Grasshopper’s Commercial and SBA lending businesses as it continues to expand the use of the platform for even greater efficiency nCino, Inc., a pioneer in cloud banking for the global financial services industry, announces its partnership with Grasshopper, the client-first digital bank built for the business and innovation......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
First Citizens Bank Provides $48 Million for Acquisition of Florida Apartment Community
Banking News

First Citizens Bank Provides $48 Million for Acquisition of Florida Apartment Community

PR Newswire
by PR Newswire0
First Citizens Bank announced that its Real Estate Finance group, part of the CIT division, provided a $48 million senior secured loan to finance the acquisition of the Dunson Grove apartment community in Davenport, Florida. The property consists of 18 three-story buildings comprising 319 residential units. Located in a suburb of Orlando, Florida, the apartment......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
How Has The Role Of The CFO Transformed Over The Years
Featured Fintech Fintech Primers

How Has The Role Of The CFO Transformed Over The Years

Pooja Choudhary
by Pooja Choudhary0
How has the CFO’s position changed? Traditionally, the focus of a CFO in an organization was on accounting, planning, budgeting, and cash flow. CFOs were primarily responsible for managing the organization’s core operations. They participated in negotiations with the banking industry to get the funds and resources required to ensure working......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
by Fintech News Desk0
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
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