Search Results for: tax planning

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Planful and Acumatica Partner to Bring Modern, Cloud-Based FP&A to Customers
Business Fintech News

Planful and Acumatica Partner to Bring Modern, Cloud-Based FP&A to Customers

Fintech News Desk
by Fintech News Desk0
Leader in Cloud Financial Planning and Analysis Becomes Top Planning Extension for Acumatica’s Cloud ERP Solution Planful Inc., the pioneer of financial planning and analysis (FP&A) cloud software, announced it has partnered with Acumatica to give users of both platforms an industry-leading solution for tightly integrated, cloud-based ERP (Enterprise Resource Planning)......
London Based Fusion Consulting Group Enters The Financial Services Sector
Capital Markets Digital Economy Fintech InsurTech News

London Based Fusion Consulting Group Enters The Financial Services Sector

Fintech News Desk
by Fintech News Desk0
Fusion Consulting Group, a multi-disciplinary consulting practice is pleased to announce its entrance into the Financial Services Sector. Mitch Young and Adam Maurice formed Fusion Consulting in 2015 to cater to the Private Client and SME sectors providing a broad range of services including International Taxation, Business Advisory, Accounting, Legal......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Business Fintech Investment Services News Risk Management Trading

Triterras Appoints Global Finance Veteran Adrian Kow Tuck Hoong to Board of Directors

Fintech News Desk
by Fintech News Desk0
Triterras Inc. , a leading fintech company for trade and trade finance, has appointed Adrian Kow Tuck Hoong to its board of directors, effective January 29, 2021. Adrian’s appointment follows the sudden passing of board member Martin Jaskel from surgical complications announced on January 5, 2021. Adrian has also been......
Massmart And Genpact Partner to Transform Finance Operations Leveraging Digital Technology and Analytics
Business Digital Fintech Investment Services News

Massmart And Genpact Partner to Transform Finance Operations Leveraging Digital Technology and Analytics

Fintech News Desk
by Fintech News Desk0
Genpact to open two sites in South Africa, helping Massmart standardize and automate processes to drive competitive growth  Genpact, a global professional services firm focused on delivering digital transformation, today announced it is partnering with Massmart, a leading retailer in Africa, to transform Massmart’s finance operations, leveraging digital technology and......
James Hay Holdings Makes All-Cash Offer For Nucleus Financial
Business Fintech News

James Hay Holdings Makes All-Cash Offer For Nucleus Financial

Fintech News Desk
by Fintech News Desk0
The Boards of James Hay Holdings Limited (“James Hay Holdings”) and Nucleus Financial Group plc (“Nucleus”) are pleased to announce that they have reached agreement on the terms of a recommended all cash offer to be made by James Hay Holdings, pursuant to which James Hay Holdings is to acquire......
Thrive issues first business debit cards
Banking Fintech News

SMR-focused Fintech Thrive Starts £2 Million Crowdfunding Campaign

Fintech News Desk
by Fintech News Desk0
Thrive, a fintech that promises to automate financial admin for SMEs has announced a crowdfunding campaign on Birchal, with the goal of raising up to $2m to fund its launch plans for later this year. Read More: Thirty New Startups Selected for F10 Accelerator in Zurich Thrive, which has over......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Business Fintech News

LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider exceeds pre-pandemic sales targets LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced its business soared to new heights in 2020, exceeding internal goals on revenue growth, client wins and staffing amid daunting circumstances. This strong performance was fueled by a continued......
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