Tag : financial planning

Jirav Announces $20 Million Series B Round Led By Cota Capital
Finance News

Jirav Announces $20 Million Series B Round Led By Cota Capital

Business Wire
by Business Wire0
Funding follows period of record growth as company empowers SMBs and mid-market companies with financial insights to navigate the uncertain economic landscape Jirav, an all-in-one financial planning and analysis (FP&A) solution, and the preferred budgeting and forecasting partner of CPA.com, announced $20M in Series B funding led by Cota Capital.......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Finance News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Fintech News Desk
by Fintech News Desk0
eMoney’s clients now have access to MaxMyInterest via an advisor connection in the eMoney platform MaxMyInterest, the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that......
ALCOR Investment Bank: Catalyzing Growth and Global Expansion for Indian Startups and Family Businesses
Investment Services News

ALCOR Investment Bank: Catalyzing Growth and Global Expansion for Indian Startups and Family Businesses

PR Newswire
by PR Newswire0
ALCOR Investment Bank, a global leader in investment banking and business growth strategies, is making headlines for transforming the financial trajectories of Indian startups and family-run businesses. Through a tailored blend of foreign market entry, acquisition arbitrage, and product innovation strategies, ALCOR empowers these firms to achieve exponential valuations and......
Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution
Fintech News

Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution

Business Wire
by Business Wire0
Streamlined solution helps financial advisors leverage Nitrogen’s lead-generation tools within FMG’s platform for accelerated growth Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This......
Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
by PR Newswire0
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity
Finance News

Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity

Business Wire
by Business Wire0
Deepens Company’s commitment to small business growth and community impact across the country and around the globe Cross River Bank, a technology infrastructure provider that offers embedded financial solutions, announced a $15,000 grant contribution and financial advisory commitment to Hamilton, MT-based nonprofit Loads of Dignity, a 501(c)(3) organization that provides......
OnPoint Community Credit Union Opens First Corvallis Branch in Local Fred Meyer
Finance Fintech News

OnPoint Community Credit Union Opens First Corvallis Branch in Local Fred Meyer

PR Newswire
by PR Newswire0
New location provides the community with easy access to a full suite of financial services, financial education tools and resources OnPoint Community Credit Union will open its first branch in Corvallis on May 15, 2023, increasing the community’s access to financial services. OnPoint’s new Corvallis Branch, located in the Fred Meyer at 777 NW Kings Blvd., is......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses
Business Finance News

FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses

Business Wire
by Business Wire0
Company has Evolved Beyond Its ERP Roots and Extended Its PSA Leadership to Offer a Comprehensive Technology Platform for Services Businesses FinancialForce, the platform for services businesses, announced that it has changed its name to Certinia to align with the company’s evolution and delivery of a comprehensive Services-as-a-Business (SaaB) platform.......
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