Search Results for: tax preparation

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows
Fintech News

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

PR Newswire
by PR Newswire0
Halcyon, an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience.......
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......
Visa Rolls Out New Offers for Small Businesses
Digital Payments News

Visa Rolls Out New Offers for Small Businesses

Fintech News Desk
by Fintech News Desk0
Visa Small Business cardholders can now enjoy new offers from Bench Accounting and Yahoo Visa Inc. announced new offers aimed to help small and micro businesses (SMBs) accept digital payments, fine-tune their essential systems and save on the technology needed to grow and build business resilience. With Visa SavingsEdge, eligible......
Biote Appoints Samar Kamdar as Chief Financial OfficerBiote Appoints Samar Kamdar as Chief Financial Officer
Finance News

Biote Appoints Samar Kamdar as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Biote Corp. a high growth, differentiated medical practice-building business within the hormone optimization space, today announced that it has appointed Samar Kamdar as its Chief Financial Officer. Mr. Kamdar will oversee Biote’s financial operations with a focus on driving revenue growth and profitability, and will report to the Company’s Chief......
Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
by Fintech News Desk0
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
Pinwheel Raises $50m Series B From Ggv Capital to Continue Building the Income Layer That Will Power a Fairer Financial System
Capital Markets Fintech News

Pinwheel Raises $50m Series B From Ggv Capital to Continue Building the Income Layer That Will Power a Fairer Financial System

Fintech News Desk
by Fintech News Desk0
Pinwheel, announced that it raised $50M in a Series B round led by GGV Capital, with continued participation from Coatue, First Round Capital, and Upfront Ventures, as well as new investments from strategic partners including AMEX Ventures, Indeed, Kraken Ventures, Franklin Templeton, and more. Latest Fintech Insights: American Financial Group, Inc. Announces Purchase Of......
UNest Names Jon Walker as Company’s First President to Add Crypto to Saving & Investment Solution
Fintech News

UNest Names Jon Walker as Company’s First President to Add Crypto to Saving & Investment Solution

Fintech News Desk
by Fintech News Desk0
Appointment of serial entrepreneur and seasoned investor caps a spectacular year of growth for the leading family investment app UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future,  announced that Jon Walker has been appointed as President. In his role,......
FlyFin Launches Out of Beta to Announce First AI-Based Engine Tailored for Gen Z and Millennial Freelancers and Self Employed Individuals
Fintech News

FlyFin Launches Out of Beta to Announce First AI-Based Engine Tailored for Gen Z and Millennial Freelancers and Self Employed Individuals

Fintech News Desk
by Fintech News Desk0
Fintech Service Combines A.I. and Tax CPA Experts to Simplify, Handle and Drive Down Cost of Complicated Tax Filings FlyFin, a fintech provider, announced its exit from beta to launch its namesake offering officially. FlyFin is the first AI-based tax engine that combines the human expertise of real CPAs to eliminate......
Wolters Kluwer Introduces Cloud-based CCH Axcess Validate Expert Solution, Leveraging Blockchain to Help CPA Firm Auditors Fast-track Banking Confirmations
Blockchain Fintech News

Wolters Kluwer Introduces Cloud-based CCH Axcess Validate Expert Solution, Leveraging Blockchain to Help CPA Firm Auditors Fast-track Banking Confirmations

Fintech News Desk
by Fintech News Desk0
Innovative cloud-based confirmation and validation expert solution leverages blockchain technology to gather confidential third-party audit evidence in accordance with AICPA Audit Standards AU-C Section 330 CPA firm auditors are often impacted by costly, time-consuming manual or partially-automated confirmation and validation processes. These processes have the potential to limit the sample......
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