Tag : financial advisory

Fintech News

Deloitte and Nexxiot Announce Strategic KYX Partnership for Logistics

PR Newswire
by PR Newswire0
Enhancing global trade compliance and operational efficiency with asset intelligence Introducing KYX (combining Know Your Client with Know Your Cargo) by Deloitte, powered by Nexxiot. Deloitte, known for its comprehensive range of services, including audit, consulting, financial advisory, risk management, tax, and legal services, is joining forces with Nexxiot, known for its expertise......
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......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Piper Sandler Continues to Grow Real Estate Team with the Additions of Peter Fish and Mark Stierman
Investment Services News

Piper Sandler Continues to Grow Real Estate Team with the Additions of Peter Fish and Mark Stierman

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is thrilled to announce the additions of Peter Fish and Mark Stierman as managing directors to its real estate investment banking team within the financial services group. “We are excited to welcome Peter and Mark as we expand our team’s pre-IPO and M&A capabilities. Their combined 50+......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
EverC Announces a Strategic Partnership with KPMG
Digital Payments News Risk Management

EverC Announces a Strategic Partnership with KPMG

Fintech News Desk
by Fintech News Desk0
Leading tech and advisory firms leverage expertise for top tier payments and finance organizations EverC, a pioneer in AI-driven merchant and marketplace risk intelligence and insights for ecommerce and payment providers, has entered a strategic partnership with KPMG, a global firm that provides audit, tax and advisory services to a variety......
First Northern Community Bancorp Completes Acquisition of Three Columbia Bank Branches in Northern California
Banking News

First Northern Community Bancorp Completes Acquisition of Three Columbia Bank Branches in Northern California

Fintech News Desk
by Fintech News Desk0
First Northern Community Bancorp, holding company for First Northern Bank, announced that its acquisition of three Columbia State Bank branches in Orland, Willows, and Colusa, California, has been successfully completed. “Orland, Willows and Colusa are a natural fit for First Northern Bank and allow us to extend our footprint north, along......
Prime Capital Investment Advisors Partners with Professional Financial Services
Fintech News

Prime Capital Investment Advisors Partners with Professional Financial Services

Fintech News Desk
by Fintech News Desk0
PCIA enters the Sioux Falls and South Dakota markets Prime Capital Investment Advisors (PCIA), is pleased to announce their new partnership with Professional Financial Services (PFS). PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022. Read: Lets Understand Crypto In A Laymans......
Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment
Investment Services News

Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment

Fintech News Desk
by Fintech News Desk0
 Nationally recognized tax, accounting, and advisory firm to expand on growing field of outsourced advisory services Smith + Howard, a premier tax, accounting, and advisory firm headquartered in Atlanta with clients across the United States, announced it has secured a strategic investment through Smith + Howard Advisory LLC from Broad......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
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