Search Results for: tax planning

Northstar Announces $10.7M in Funding to Support Employees' Financial Wellness Through Personalized Advice and Automation
Fintech Fintech Funding News

Northstar Announces $10.7M in Funding to Support Employees’ Financial Wellness Through Personalized Advice and Automation

Fintech News Desk
Northstar customers include leading employers Zoom, ServiceTitan, and Thumbtack Northstar, a fintech company that enables employers to offer financial wellness as an employee benefit, announced $10.7 million in financing, including a new $7.3 million Series A led by M13 with participation from Foundation Capital and Workday Ventures. The investment comes......
Wolters Kluwer adds agility to financial decision-making with CCH Tagetik SmartInsight
Fintech News

Wolters Kluwer adds agility to financial decision-making with CCH Tagetik SmartInsight

Fintech News Desk
Self-service reporting & analytics tool empowers finance professionals to perform on-the-fly-analysis, create dynamic reports and effectively collaborate for faster, better decisions CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, today announced the CCH Tagetik SmartInsight, further......
Crypto Trading Platform BUYTEX Exchange Selects Trulioo to Provide Real-Time Identity and Document Verification
Business Fintech News

Trulioo Appoints Leigh Ramsden as New Chief Financial Officer

Fintech News Desk
Technology Finance Veteran Mr. Ramsden will lead the company’s financial operations Trulioo, the leading global identity verification company, announced today that Leigh Ramsden will join the company as Chief Financial Officer, effective November 16, 2020. Mr. Ramsden brings more than 20 years of financial analysis and progressive leadership experience to......
Impact and Growth of Auditing Software and Top Providers from Around the World with their Best Features
Business Capital Markets Featured Fintech

A Look at the Impact and Growth of Auditing Software and Top Providers from Around the World

Fintech News Desk
In modern-day business, it is imperative for management to develop procedures to calibrate various business inputs, outputs and operations of various departments to check their efficiency.  It is not necessary that your team members will be able to give you objective feedback all the time. This is where the need......
What Should First-Time FinTech Adopters of Online Invoicing Tools Be Asking Themselves?
Business Featured Fintech Fintech Startups

What Should First-Time FinTech Adopters of Online Invoicing Tools Be Asking Themselves?

Paroma Sen
A Few Things First-Time FinTech Adopters of Online Invoicing Tools Should Be Asking Themselves The absence of a feature-rich online invoicing tool can reduce business operational efficiencies. Gone are the days for companies to send out printed invoices or for that matter, create invoices on a case to case basis.......
Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors
Fintech InsurTech News

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Fintech News Desk
Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs)......
Avalara Announces 10 Newly Certified Integrations into Business Applications and 22 New Marketplace Customers
Fintech News

Avalara Introduces E-invoicing Solution to Help Businesses Manage GST Compliance in India

Fintech News Desk
Avalara, Inc. (NYSE:AVLR), a leading provider of cloud-based tax compliance automation for businesses of all sizes, today announced the availability of Avalara India GST e-Invoicing, an end-to-end solution that helps companies manage e-invoicing requirements and comply with India’s e-invoicing reform. The new offering builds on Avalara’s range of technological solutions available to......
Paysafe: Online retailers to accelerate growth plans to combat the COVID-19 crisis
Fintech News

Paysafe Group Appoints Ismail (“Izzy”) Dawood as Group Chief Financial Officer

Fintech News Desk
Paysafe Group (Paysafe), a leading specialized payments platform, has appointed Ismail (“Izzy”) Dawood as its new Group Chief Financial Officer. Based in the US, Dawood will report into Paysafe CEO, Philip McHugh, when he joins the company on September 28. Read More: SafeButler and Liberty Mutual Partner to Offer Instant......
Wells Fargo Invests in Six Black-Owned Bank
Business Fintech News

Despite Continued Difficulties, Small Business Owner Optimism Continues to Grow in Latest Wells Fargo Survey

Fintech News Desk
Q3 study highlights improved future outlook tempered by significant near term headwinds Small business owners have faced unprecedented challenges due to the pandemic and are in the midst of great uncertainty with the upcoming presidential election. However, the Q3 Wells Fargo/Gallup Small Business Index indicates there is a continued spirit of......
GreenSky Names New Chief Financial Officer
Capital Markets Fintech News

GreenSky Names New Chief Financial Officer

Fintech News Desk
GreenSky, a leading financial technology company Powering Commerce at the Point of Sale, is pleased to announce the appointment of Andrew Kang as Executive Vice President and Chief Financial Officer, effective September 14, 2020, reporting to David Zalik, GreenSky Chairman and CEO. He succeeds Robert Partlow who will transition into......
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