Tag : financial planning

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices
Finance Investments News

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices

Business Wire
by Business Wire0
New curated growth program pairs Asset-Map’s visual planning platform with best-in-class advisor growth tools — including the debut of Growth Studio, Asset-Map’s subscription marketing program for advisors. Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, announced the launch of Asset-Map Growth Partners, a curated program......
CleanSpark Appoints Ruben Sahakyan as Senior Vice President of Finance
Finance News

CleanSpark Appoints Ruben Sahakyan as Senior Vice President of Finance

PR Newswire
by PR Newswire0
Seasoned Investment Banking Executive Brings Deep Sector Experience and Capital Markets Expertise to Support CleanSpark’s Growth in AI Infrastructure CleanSpark, Inc., a market-leading data center developer, announced the appointment of Ruben Sahakyan as Senior Vice President of Finance. Sahakyan has already joined the Company and will lead CleanSpark’s Capital Markets,......
AdvisureIQ Partners With Centage to Deliver Integrated FP&A for Mid-Market Organizations
Finance Fintech News

AdvisureIQ Partners With Centage to Deliver Integrated FP&A for Mid-Market Organizations

PR Newswire
by PR Newswire0
Partnership combines planning advisory expertise with cloud-based budgeting and forecasting platform to help finance teams move beyond spreadsheets AdvisureIQ announced a strategic partnership with Centage, a leader in modern financial planning and analysis (FP&A) software. The partnership integrates Centage’s cloud-based budgeting, forecasting, and reporting platform into AdvisureIQ’s planning advisory and......
Kristina Ickes Named an Inaugural Member of the New Hampshire Financial Educators Council Expert Advisory Board
Finance News

Kristina Ickes Named an Inaugural Member of the New Hampshire Financial Educators Council Expert Advisory Board

EIN Presswire
by EIN Presswire0
Kristina Ickes, MBA, CFEI® – an innovative finance, public policy, and health/human services leader – has been selected as an inaugural member of the New Hampshire Financial Educators Council (NHFEC) Advisory Board, according to a statement the organization released today. Kristina Ickes holds an MBA from the University of Phoenix and a dual......
Pittsburgh Wealth Management Group Named 2026 Best Financial Institution in Sewickley
Finance News

Pittsburgh Wealth Management Group Named 2026 Best Financial Institution in Sewickley

EIN Presswire
by EIN Presswire0
Michael Battalini’s Pittsburgh Wealth Management Group earns 2026 recognition for retirement income and asset protection services Pittsburgh Wealth Management Group has been named the 2026 Best Financial Institution in Sewickley, Pennsylvania by BusinessRate, a business recognition platform powered by verified consumer reviews and public rating data. The award recognizes financial institutions......
Switch-IO and Raise Announce Partnership to Deliver Real-Time Financial Visibility for Growing Companies
Artificial Intelligence Finance News

Switch-IO and Raise Announce Partnership to Deliver Real-Time Financial Visibility for Growing Companies

EIN Presswire
by EIN Presswire0
Raise will introduce the Switch-IO platform to Raise’s customers, enhancing it’s offering with real-time visibility into critical business and financial KPIs. Switch-IO, an AI-powered financial planning and analysis (FP&A) platform, announced a strategic partnership with Raise, a financial services company supporting growing businesses in Israel. Under the partnership, Raise will......
Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning
Finance InsurTech News

Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning

EIN Presswire
by EIN Presswire0
New integration brings insurance into the financial planning conversation Canopy Connect, the leading insurance verification technology provider, and Holistiplan, a comprehensive financial planning platform serving 55,000+ financial professionals, announced their integration to bring automated property and casualty insurance analysis into the financial planning workflow. The partnership enables advisors to retrieve......
Artificial Intelligence Finance News

Virtualitics Names Craig Rosen as Chief Financial Officer for Next Wave of Growth

PR Newswire
by PR Newswire0
Rosen brings blend of fast growth, public sector and international expertise to help accelerate company expansion Virtualitics, the Mission AI Company, this week announced the appointment of Craig Rosen to Chief Financial Officer. Rosen will be responsible for all aspects of financial planning, capital strategy, accounting, reporting, legal and HR.......
Financial Advisor Kim Ramchandani Joins Cetera from LPL
Finance Investments News

Financial Advisor Kim Ramchandani Joins Cetera from LPL

PR Newswire
by PR Newswire0
Veteran advisor focused on empathetic service, transparent guidance, and lifelong client relationships selects Cetera to support her growth plans Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning that emphasizes education, transparency and long-term client support. She now is affiliating with Cetera after nearly......
Trident Global Advisory Outlines Integrated Business Framework for Scaling Companies with AI and Prudence
Artificial Intelligence Finance News

Trident Global Advisory Outlines Integrated Business Framework for Scaling Companies with AI and Prudence

EIN Presswire
by EIN Presswire0
Toronto-based advisory firm presents a three-pillar model aligning financial planning, operations, brand strategy, and AI for growing businesses. Trident Global Advisory, a Toronto-based consulting firm, is outlining its integrated approach to business advisory services as growing companies increasingly seek alternatives to fragmented consulting and vendor models. The firm works with......
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