Account Name Verification Leads Finance Tech Priorities for 2025: Report
January 13, 20256 min
New report reveals account name verification tops finance teams’ technology priorities heading into 2025
Figure Technology Solutions Appoints Macrina Kgil as CFO
December 5, 20245 min
Long time finance executive brings extensive fintech, blockchain and IPO experience
Xactus Names Joseph Peterson as Chief Financial Officer
June 28, 20244 min
Xactus, the leading verification innovator for the mortgage industry, announced that Joseph Peterson has been named Chief Financial Officer. “We are excited to have Joe join our leadership team. His proven track record and strong strategic financial acumen will help guide our company as we continue to advance the modern mortgage. Joe’s contributions will be crucial to successfully executing our financial plan as we reach new heights of growth and innovation,” said Shelley Leonard, President...
Conquest Planning and CapIntel collaborate
August 31, 20234 min
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice.
Trading Technologies to acquire Abel Noser Solutions
August 23, 20236 min
Trading Technologies International, Inc, a global capital markets technology platform provider, and Abel Noser Solutions, LLC (ANS) announced a definitive agreement for TT to acquire ANS, the industry-leading provider of transaction cost analysis (TCA) for investment managers, brokers, asset owners and consultants, from Abel Noser Holdings, a majority-owned portfolio company of Estancia Capital Partners. Terms of the transaction, expected to close on Aug. 31, were not disclosed. The acquisition represents TT’s extension into the multi-asset...
Conquest Planning partners with Vancity
August 18, 20234 min
Vancity’s network of financial advisors gain access to Conquest's innovative financial planning software
MoxiWorks and 1000watt partnership
June 15, 20203 min
Tech platform leader taps real estate's top creative agency to help strong companies thrive in a changing market.
PINTEC Partners with Beijing EVERCARE on Installment Financing
November 12, 20187 min
Pintec Technology Holdings Ltd. (“PINTEC”;NASDAQ: PT), a leading independent technology platform enabling financial services in China, today announced that it has reached a cooperation agreement with Beijing EVERCARE, a leading player in China’s medical beauty industry. PINTEC will provide Beijing EVERCARE with an efficient and customized installment payment solution, enabling Beijing EVERCARE to better serve its consumers with installment options. Beijing EVERCARE provides medical aesthetic treatments and health management services for more than 200,000 consumers each year. The majority...