Search Results for: tax planning

Fluence Technologies and Deloitte Belgium Announce Strategic Partnership
Finance News

Fluence Technologies and Deloitte Belgium Announce Strategic Partnership

Business Wire
by Business Wire0
Alliance combines close-to-disclose technology and services to transform and modernize the Office of Finance Fluence Technologies, the only provider of purpose-built financial consolidation, close, and reporting software for high-growth businesses, and Deloitte Belgium, the largest organisation in the field of audit, accounting, legal and tax advice, consulting, financial advisory services and......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
First Ever Digital Asset-Denominated Life Insurance Provider, Meanwhile, Launches with $19M Funding from OpenAI CEO Sam Altman and Google-Backed Gradient Ventures
Cryptocurrency InsurTech News

First Ever Digital Asset-Denominated Life Insurance Provider, Meanwhile, Launches with $19M Funding from OpenAI CEO Sam Altman and Google-Backed Gradient Ventures

Business Wire
by Business Wire0
Licensed and regulated by Bermuda Monetary Authority, Meanwhile’s fully BTC-denominated insurance products leverage the power of artificial intelligence (AI) to offer groundbreakingly efficient solutions and bring BTC to life Meanwhile, the first and only life insurer entirely denominated in a cryptocurrency, has announced ~$19 million in financing across two seed......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
by GlobeNewswire0
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Avalara Unveils E-Invoicing and Live Reporting API for Multinational Businesses
Compliance management Finance News

Avalara Unveils E-Invoicing and Live Reporting API for Multinational Businesses

Business Wire
by Business Wire0
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, unveiled Avalara E-Invoicing and Live Reporting, a new compliance API designed for multinational businesses to streamline their compliance with e-invoicing mandates around the world. “Tax and finance functions now need to look at e-invoicing and......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Featured Fintech Fintech Primers Fintech Radar Fintech Startups

Tech Print On Fintech Core Offerings- APAC Region

Pooja Choudhary
by Pooja Choudhary0
With the breakneck pace of AI, it looks so easy from the outside, but once you try to understand the depth of fintech, it’s like getting lost in a dark cave. As a challenge, this blog shall find you a way out and remove all your possible doubts. It’s not......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI 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......
New Technological Advancements In The Financial Services Industry
Artificial Intelligence Featured Finance Technology

New Technological Advancements In The Financial Services Industry

Pooja Choudhary
by Pooja Choudhary0
In this article, we shall be discussing new tech advancements in the financial sector domain. Five startups in AI domain have been taken as an example to illustrate the tech know-how with their USP highlighted. Below is one on one description along with the author’s screenshot of the same highlighting......
1