PointsKash Inc., an emerging fintech innovator redefining how consumers and merchants transact, has signed a new Independent Software Vendor (ISV) agre...
AmeriServ Financial, Inc. and SB Value Partners, L.P. ("SBV") announced that they entered into an agreement that amends and restates the previously ...
Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, annou...
Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in...
GigaStar, a startup bringing YouTube Creators and Investors together, announced that serial media company entrepreneur Scott Kitun has joined the team as...
National accounting and consulting firm Novogradac has promoted four principals to partner, effective January 1, as part of its continued investmen...
Marshall, a top mortgage, banking, and fintech leader, along with Sagent's best-in-class team of mortgage servicing and fintechspecialists, will work clo...
Bain & Company announced the appointment of Nicolas Willemot as Global Head of its Consumer Products practice. The move reinforces the firm's commitm...
The global FinTech funding environment is entering a more disciplined and structurally different phase, as investors reassess risk, returns, and the sust...
Harris Evans announced the launch of Coin and Seed Wealth Management, an independent wealth management firm built to serve more clients and help them mak...
United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), announced the acquisition of Groebl Brothers, an RI...
PULSESUN Trading Center has rolled out a redesigned trading interface alongside a major upgrade to its API framework, reflecting the platform's continued...
Penguin Ai, a health care artificial intelligence (AI) company, announced a collaboration with FTI Consulting, Inc., a global business advisory firm, to ...
While much of the accounting industry is still experimenting with AI demos and pilot programs, OLarry is already running core tax workflows on produ...
Citrin Cooperman Advisors LLC, the premier professional services provider for private, middle market businesses and high net-worth individuals, announced...
Stablecoins continue to advance from a niche instrument to a core settlement layer. In the first seven months of 2025, stablecoin transaction volumes sur...
bQuest, the award-winning, aging-care intelligence platform built to help advisors guide clients through some of life's most complex moments, announced t...
Kpler, a global trade intelligence technology company that helps markets operate with greater transparency, announced the acquisition of Bridgeton Resear...
Envestnet, a leader in Adaptive WealthTech for financial advisors, announced the rollout of its fourth quarter platform technology updates designed to de...
Forward Financing, a leading provider of small business financing across the United States, announced the closing of its first-ever asset-backed securitiza...
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