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December 2024
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By Oxane Partners
London and New York events also marked the 10-year celebrations for Oxane
By TCB Pay
TCB Pay, a leading fintech innovator, is proud to announce the launch of its new corporate card program, TCB Pay Issuing, designed to streamline expense management and enhance financial control for businesses of all sizes.
By Summit Credit Union
Summit Credit Union is proud to announce its continued dedication to supporting small credit unions and fostering leadership in the industry by committing another $100,000 to the Hamilton Fund for underwriting its Professional Development Grant Program.
By Simple Financials
Expands Financial Service Offerings throughout Missouri and the Midwest
By Flexible Plan Investments, Ltd.
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, announced that industry-veteran Carl Resnick has joined the firm as vice president of national sales.
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By Generis
Generis, creator of the cloud data, content and business process management platform CARA™ announced the addition of cutting-edge Artificial Intelligence (AI) technologies to CARA in order to empower their customers to harness next-gen capabilities to...
By Oxane Partners
Enabling global banks and private credit funds to solve data and scalability challenges
By TresVista
TresVista appointed Rocco Sta. Maria as Chief Revenue Officer, leveraging 20+ years of experience to oversee sales, marketing, and client servicing. Sta. Maria, formerly with Fitch Solutions and S&P Market Intelligence, will focus on revenue grow
By Alta Vista Technology
Alta Vista Technology, a leading provider of innovative cloud-based accounting solutions such as Sage Intacct and Microsoft Dynamics Business Central, is proud to announce its remarkable ascent in the Accounting Today VAR 100 list, rising from 61st to...
By T. L. Morson and Associates, PLLC
In recent years, there has been a concerning trend of individuals neglecting to file their taxes, which can lead to significant financial and legal consequences. T. L.
By Dustin Pate
Foster Care to Financial Freedom: A Life Transformed. Could you be next!?
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By Transtax Associates
TransTax Associates and CPR Investments Inc Celebrate Bobby L Burns being honored by Marquis Who's Who
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By Generis
Generis, creator of the cloud data, content, and business process management platform CARA™, today announced that Max Kelleher will be stepping into the role of Chief Executive Officer, following 5 years as COO of Generis.
By Discipline Wealth Solutions
Financial Industry veterans form collaborative partnership for financial professionals
By Oxane Partners
Secures #72 spot in the RiskTech100 2024 ranking, following the rising star status in 2023
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By United Heritage Credit Union
United Heritage Partners with Heroes Night Out For 2023 and into the New Year
By Oxane Partners
The forums bring together private market leaders in London and New York
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By T.L. Morson and Associates, PLLC
T.L. Morson and Associates, PLLC is pleased to announce that we are now accepting appointments for the upcoming tax season and end of year estate plan reviews, updates, and creations.
By Financial Advisor Training Institute
The Financial Advisor Training Institute (FATI), a leading institution in financial advisor education, and, BrokerHunter, a premier online financial services employment platform, are excited to announce their strategic partnership.
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By FBB Capital Partners
In an era where financial planning is more crucial than ever, many individuals ponder the cost of hiring a financial advisor. Understanding these costs is key to making informed decisions about managing personal finances.
By Multiply
London, UK — Multiply, a frontrunner in leveraging technology to simplify personal finance, today announced the release of its comprehensive white paper titled "ChatGPT & Generative AI: Revolutionising Customer Experiences in Personal Finance."...
By Orbex
Orbex, a leading global forex broker, announced today that it has entered into a partnership agreement with HonorFX, a forex and CFD broker with offices in Dubai and Malaysia.
By 10x Business Solutions
10x Business Solutions, a leading provider of innovative business solutions, is thrilled to announce the launch of its latest offering: Authorized User Tradelines designed to revolutionize the way businesses build credit quickly and effectively.
By Oxane Partners
The ranking follows the recent recognition as a 'Rising Star' in Chartis RiskTech100® 2023 report
By Zeus Commercial Capital
Zeus Commercial Capital: Fueling Business Growth with Tailored Financial Solutions
By Nethone
Nethone has been recognised as one of the world's most innovative CyberTech companies for financial services in 2023.
By Funders
Maximize Financial Benefits and Preserve Your Workforce with Funders: Expert Employee Retention Credit (ERC) Filing Assistance for Business Owners.
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By Flexible Plan Investments, Ltd.
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamically risk-managed investment strategies, announced that Chief Information Officer and Chief Information Security Officer Jeffrey A. Ingalsbe has been promoted to senior vice president.
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By Client 1st Financial
The respected Million Dollar Round Table title recognizes the most successful in the financial services industry.
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By Cash Depot
Experienced CPG Executive positions to expand the leading cash-based financial services company to new heights.
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By GapFundr
Tacoma area start-up among the top applicants selected for Newchip's exclusive incubator program

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