Tag : tax planning

AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation
Artificial Intelligence Finance Fintech News

AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

PR Newswire
by PR Newswire0
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by Cathay Innovation and joined by Gradient Ventures and......
TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software
Banking Fintech News

TaxPlanIQ Unveils Version 3.0 with Advanced Automation and More Strategies Tax Planning Software

Cision PRWeb
by Cision PRWeb0
TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, is excited to announce the release of Version 3.0, featuring significant automation upgrades and comprehensive implementation tools for tax strategies. With this latest version, firms can now upload a 1040 and receive tailored tax planning strategies powered......
Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers
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Go Figure Accounting Partners with MSPAA to Elevate Financial Solutions for Managed Service Providers

EIN Presswire
by EIN Presswire0
Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). Go Figure Accounting is thrilled to announce a strategic partnership with the Managed Service Provider Association of America (MSPAA). This collaboration unites Go Figure’s financial expertise with MSPAA’s deep understanding of......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth 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 the assets of Midwest Financial, located in......
Akoya Partners With Axway to Help Financial Institutions Tap Into the Power of Open APIs
Finance Fintech News

Akoya Partners With Axway to Help Financial Institutions Tap Into the Power of Open APIs

Business Wire
by Business Wire0
The API-driven solution enables greater control and faster connectivity of embedded finance and customer data portability. “Akoya is excited to work with Axway to streamline the integration between financial institutions and fintech applications” Akoya is proud to announce its partnership with Axway to transform the way customer information is shared......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Taxaroo Launches ZeroTax.ai to Provide Instant Tax Help with AI
Artificial Intelligence Finance News

Taxaroo Launches ZeroTax.ai to Provide Instant Tax Help with AI

Fintech News Desk
by Fintech News Desk0
New AI-Powered Tax Help Service Offers Quick and Accurate Answers for Individuals and Small Businesses, Plus Added Value for Tax Professionals Using Taxaroo’s Platform Taxaroo, the innovative tax technology company, has launched ZeroTax.ai, an AI-powered tax help service nicknamed TaxGPT. It provides free answers to tax questions for individuals and small......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
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