Advyzon Announced the Launch of Advyzon AI
July 23, 20267 min
Advyzon introduces new category of “All-in AI”, the new operating model for advisory firms
Centage Appoints Sameer Kamat as Chief Product Officer
June 30, 20264 min
Centage, the AI-native FP&A platform that helps mid-market finance teams move from manual reporting to strategic decision-making, today announced the appointment of Sameer Kamat as Chief Product Officer. Kamat joins Centage with more than two decades of product leadership experience and a proven track record of building, scaling, and leading high-growth software businesses. Most recently, Kamat served as CEO of True Loyal, a Scaleworks portfolio company. Prior to that, he led the business growth of TINT, Zinrelo, and Filestack, which was acquired...
Strategic hires strengthen wealth advisory, planning and investment capabilities across Minnesota
Gurobi Helps MyGoals Optimize Tax-Efficient Financial Planning
October 17, 20254 min
Canadian fintech harnesses mathematical optimization to deliver smarter, tax-efficient retirement and financial strategies
Facet Expands Membership to Include Tax Preparation & Filing
September 26, 20255 min
Latest move makes integrated tax filing and planning a seamless part of Facet’s flat-fee membership, now serving 24,000+ members with $5 billion in assets
Bitget Releases January 2025 Transparency Report
February 18, 20254 min
Bitget, the leading cryptocurrency exchange and Web3 company, has released its January 2025 Transparency Report, highlighting a dynamic start to the year marked by significant growth in trading volumes, platform engagement, and ecosystem innovation. Bitget expanded the BGB ecosystem through strategic initiatives, including launching a BGB liquidity pool on Uniswap and a $1.1 million liquidity pool on Bulbaswap following its integration with Morph Chain. These efforts enhance cross-chain compatibility and deepen liquidity, positioning BGB as...
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Silver Oak Securities Grows Midwest Reach with Pathway Financial Design
December 5, 20244 min
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience
USfinances.com in Top Ten Internet Financial Platforms Globally in 2024
November 28, 20249 min
USfinances.com, a leading Internet-based financial platform, has officially ranked among the top ten financial platforms worldwide for 2024, according to a new report by the International Financial Technology Council (IFTC). This prestigious ranking reinforces USfinances.com’s position as a prominent player in the global fintech industry, widely recognized for its comprehensive financial services, cutting-edge technology, and user-centered approach. A Year of Achievement for USfinances.com The IFTC’s annual rankings are regarded as one of the most prestigious...
Mercer Advisors Expands in Greater Denver Acquiring Chapel & Collins
November 14, 20246 min
Firm continues growth in the Greater Denver Area with addition of experienced team focused on high-net-worth families