Altruist Launches Hazel AI Platform for Wealth Advisors
September 9, 20255 min
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity
Nitrogen Launches AI Meeting Tool, Upgrades Advisor Platform
August 21, 20256 min
Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the availability of its Q3 2025 product release. During the launch event, Nitrogen showcased AI Meeting Center along with significant upgrades to Firm Controls, Risk Center, Planning Center, and Research Center—continuing its mission to equip advisors with the tools they need to deliver personalized advice at scale. “Our mission is to empower the world to invest...
Capchase Acquires Vartana to Redefine the Future of Vendor Financing
June 25, 202511 min
This puts Capchase as the definitive leading technology-first platform financing hundreds of millions annually for B2B vendors globally—delivering instant buyer approvals, automated workflows, real-time visibility, and white-labeled financing.
Vertafore names Gareth Walter as Chief Revenue Officer
March 21, 20235 min
Walter brings a wealth of experience building high-growth teams and customer-focused solutions by leaning into technological transformation
Modern Treasury Expands Exec Team and Wins New Enterprise Customers
January 24, 20235 min
Former Slack, Salesforce Executive Craig Nile Joins as Chief Revenue Officer to Scale Growing Customer Base
Clickatell Announces Chat 2 Pay Integration with Salesforce
March 16, 20226 min
Clickatell customers can now benefit by using Salesforce Order Management to send consumers a faster, more secure and convenient pay-by-link request via SMS and WhatsApp Clickatell, a CPaaS innovator and Chat Commerce leader, today announced it has launched the integration of its industry-leading Chat 2 Pay payment solution with Salesforce Commerce Cloud, the fastest path to unified commerce. Clickatell’s integration empowers Commerce Cloud customers to achieve enhanced payment options by allowing contact center agents to trigger payment requests via a payment...
Accounting Seed has partnered with Devices for Students, a new Bay Area nonprofit born out of the drastic changes COVID-19 made to the education system in California and beyond. The community organization is on a mission to provide reliable internet and electronic devices to the one million students in California through tax deductible donations. “Supporting Devicesforstudents.org was a no-brainer,” said Tony Zorc, Accounting Seed CEO. “Students need to be able to adapt to e-learning right now, and given Accounting Seed’s deep connection...