Finance News
Unlock the world of finance with information about the accounting, banking and financial services, insurance and investment industries. Catch up on the latest innovations in retail and commercial banks, personal finance management and the major players on the venture capital stage.
Crypto Lists Creates Crypto Tax Guide for Enthusiasts and Investors
Crypto Lists Ltd., a leading review platform specializing in cryptocurrencies and iGaming, has announced the launch of a new, comprehensive guide to crypto taxes around the world. - June 01, 2023 - Crypto Lists Ltd.
BDA London Moves to Larger Office; Poised for Accelerated Growth
The BDA Partners London office has expanded significantly over the past few years and, as a result, they've moved to a larger office. Their new location is at 17 Waterloo Place, St. James’s, London SW1Y 4AR. Jonathan Aiken, Partner and Head of London, said, “Our new location sits,... - May 31, 2023 - BDA Partners Ltd
BDA Partners Announces Senior China Healthcare Banker Hire
BDA Partners is pleased to announce that Sophia Wu has joined as a Managing Director and Head of Healthcare, China. Sophia will expand and deepen BDA’s origination and coverage in the Healthcare sector across Asia. Sophia has extensive experience in healthcare M&A, capital markets, and... - May 31, 2023 - BDA Partners Ltd
Absolute Storage Management Celebrates 21st Year in Industry and 21st State Presence
Absolute Storage Management (ABSOLUTE) is celebrating its 21st year of operating self-storage facilities for owners in the storage industry. With over 80 collective years of experience in their senior leadership team, ABSOLUTE has become a trusted name in the industry. The company takes pride in... - May 25, 2023 - Absolute Storage Management
The Oldest British Bitcoin Exchange Celebrates Its 10 Year Anniversary
Bittylicious hits its first decade in style this week and is one of the true OGs on the bitcoin block. - May 23, 2023 - Bittylicious
Mount Irvine Capital Group Launches Healthcare Loan Programs, Led by CEO Aaron Alonzo
Mount Irvine Capital Group launches new interest-only line of credit, term loan, and SBA loan programs for healthcare practices, led by CEO Aaron Alonzo's vision to provide working capital resources. The programs are complemented by a business success program to develop financial success models for healthcare businesses. - May 21, 2023 - Mount Irvine Capital Group, LLC
Indianapolis Production Studio Invests $1.5M in Original TV Series and Opportunities for College Students in the Film Industry
Zaahi Studios launches MetalMarks Media Group, investing $1.5M in original TV series and educational experiences. Aimed at fostering local talent and providing production opportunities for college students, they strive to captivate audiences with compelling content. The initiative reinforces their commitment to the Indianapolis community and supports the growth of the entertainment industry. - May 19, 2023 - Zaahi Studios
Luxury Brand Curtiss Motorcycles Launches New Round of Funding via Wefunder/ 20% of Inventory in “The 1” Already Sold
Curtiss Motorcycle Co., a luxury electric motoring brand focused on building the best and finest hand-crafted motorcycles in the world, today announced that it is offering investors, as well as motorcycle and EV fans, the opportunity to take part in the company’s journey via a new offering on Wefunder. The new offer allows investors to secure stock in the company at its best value to date. More information is at https://wefunder.com/curtiss - May 18, 2023 - Curtiss Motorcycle Co.
PF Consulting Firm #1 Credentialing and Medical Billing Services of 2023
PF Consulting Firm: Empowering Healthcare Practices with Comprehensive Solutions - May 18, 2023 - PF Consulting Firm
iGrad Recognized with 2023 Organization of the Year Award by the Institute for Financial Literacy
The San Diego financial wellness education company provides customized and interactive financial wellness solutions to more than 2.7 million students at 650 colleges and universities, over 20,000 employers and over 300 financial institutions. - May 17, 2023 - iGrad
Notice Ninja, Inc. Raises $2.75M in Seed Round
Notice Ninja, Inc., a pioneering startup specializing in software as a service (SaaS) for digital notice compliance, is please to announce the successful completion of a seed funding round of $2.75M. - May 16, 2023 - Notice Ninja, Inc.
Cellbunq Expands Its AI Platform to Support Complex Ultimate Beneficial Ownership (UBO) Structures
Cellbunq, a global service provider for businesses to know their clients, has expanded its artificial intelligence (AI) platform to support complex Ultimate Beneficial Ownership (UBO) structures. With this expansion, businesses can now easily access comprehensive data on the ultimate beneficial owners of any entity and make more informed decisions while complying with regulatory requirements. - May 16, 2023 - Cellbunq
Ronald G. Wayne Launches Kickstarter Campaign for New Book, "Counterfeit Trust and the Nature of Money"
Apple co-founder and author Ronald G. Wayne has announced the launch of a Kickstarter campaign for his upcoming book, "Counterfeit Trust and the Nature of Money." The campaign will go live on May 17, 2023, and aims to raise funds for the completion and promotion of the book. In... - May 15, 2023 - Ronald G. Wayne
Golden 1 Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Members
Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on their unique financial situation and stage of life. - May 15, 2023 - iGrad
Cola Wealth Advisors Donates Six Flights to Local Porsche Club Fundraiser for Camp Kemo
Cola Wealth Advisors recently donated six flights to the Speed & Beauty Concours d'Elegance, a charity fundraiser hosted by the Three Rivers Region Porsche Club to support Camp Kemo—a summer camp program for children and teens affected by cancer. - May 14, 2023 - Cola Wealth Advisors
TRC Agency Welcomes Dalton Jensen as Chief Revenue Officer
TRC Agency, a marketing agency specializing in serving wealth management and alternative investing firms, expands their leadership team with the welcoming of Chief Revenue Officer, Dalton Jensen. - May 12, 2023 - TRC Agency
Spirits Capital Corporation Sponsors the Professional Bull Riders "Unleash the Beast" World Finals
Spirits Capital, developer of a securitized investment in new fill Premium American Whiskey, is an Official Sponsor and Local Partner of the PBR World Finals: Unleash the Beast and Dirty 30 Party taking place in Fort Worth, Texas from May 12-21, 2023. The company is also sponsoring the playing of the National Anthem for each arena performance from May 18 through May 21. - May 11, 2023 - Spirits Capital Corporation
Rising Interest Rates and Multifamily Real Estate: an In-Depth Conversation on The Capital Playbook Podcast
Join The Capital Playbook Podcast on May 11, 2023, 11:00 AM CST as host Charles Williams and guest Tyler Bynum discuss the impact of rising interest rates on the multifamily real estate market. They'll address the gap between buyer and seller expectations, factors affecting net operating income, and potential rental rate trends. Gain valuable insights to navigate the evolving market. - May 11, 2023 - Pioneer Realty Capital
GenRocket Launches Distributed Self-Service Platform for Synthetic Test Data Automation
New platform combines the industry’s most extensive synthetic data generation functionality with production data masking and subsetting to create a single platform for any kind of test data provisioning - May 10, 2023 - GenRocket, Inc.
Spool Announces New Partnership with Kunji Finance Ahead of Spool V2 Release
A Strategic collaboration to enhance DeFi investment products and user experience. - May 08, 2023 - Kunji Finance
NPS Merchant Services Earns Top Honors for Their Credit Card Processing Services in Canada for May 2023 by topcreditcardprocessors.com/ca
topcreditcardprocessors.com/ca, an independent authority on merchant services vendors, has named NPS Merchant Services as the leading Credit Card Processing Services provider in Canada for May 2023. The rankings recognize companies that consistently provide exceptional credit card processing... - May 05, 2023 - topseos.com
First Quarter (Q1) Results for Absolute Storage Management
Absolute Storage Management (Absolute), a leading third-party management company for self-storage facilities in the United States, announced operating results for the three months ended March 31, 2023. 2023 Highlights for Three Months Ended March 31, 2023: - Increased same-store revenue by... - May 05, 2023 - Absolute Storage Management
John "Buster" Wilcox of Cola Wealth Advisors Gives Flight to ROTC Cadet of the Month
Cola Wealth Advisors recently honored Spring Valley High School’s ROTC Cadet of the Month by offering her a once-in-a-lifetime opportunity to fly in a vintage aircraft with retired fighter pilot and financial advisor, John "Buster" Wilcox. Sarah Hedley, the first cadet to receive the award, described the experience as "beyond amazing." Cola Wealth Advisors seeks to recognize deserving individuals and give back to the military community in meaningful ways. - May 05, 2023 - Cola Wealth Advisors
WGI Experts Discuss Engineering in Commercial Real Estate on The Capital Playbook Podcast
On this episode of The Capital Playbook, Charles Williams speaks with Marcia Alvarado and Mike Oler from WGI about engineering in commercial real estate. With their nationwide leadership in technology-based solutions for public infrastructure construction and real estate development, WGI's expertise and services are unmatched. Listen in to gain valuable insights into the industry and learn from the experts. - May 04, 2023 - Pioneer Realty Capital
Suzanne A. Matheson Honored as a Woman of the Month for March 2023 by P.O.W.E.R. - Professional Organization of Women of Excellence Recognized
Suzanne A. Matheson of Santa Monica, California, has been honored as a Woman of the Month for March 2023 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and great success in the field of insurance. About Suzanne A. Matheson Suzanne A. - May 03, 2023 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Pete Rizzo, a Founder of ACJR, to Moderate "The Great Ordinal Debate" at Bitcoin2023 Conference, May 19 in Miami
Pete Rizzo, a founder of the Association of Cryptocurrency Journalists and Researchers (ACJR) will moderate "The Great Ordinal Debate" panel discussion at the Bitcoin2023 Conference, May 18-20 in Miami. - May 03, 2023 - ACJR
Harris & Harris, LTD. Announces Addition to Executive Leadership; Appoints David Peters to Chief Operating Officer
Leading accounts receivable management company, Harris & Harris LTD. is excited to announce the appointment of David Peters to the role of Chief Operating Officer. - May 01, 2023 - Harris & Harris
New Management for Local Self Storage Facility in Jane, Missouri
Local acquisition of Jane Self Storage is bringing professional self-storage management to the city of Jane. The facility is located at 41 Missouri Lane, Jane, MO 64856. This facility is comprised of 277 units totaling 60,955 rentable square feet, providing safe and secure climate-controlled,... - April 28, 2023 - Absolute Storage Management
New Management for Local Self Storage Facility in Aiken, South Carolina
Local acquisition of Absolute Storage is bringing professional self-storage management to the city of Aiken. The facility is located at 1504 Silver Bluff Road, Aiken, SC 29803. This facility is comprised of 349 units totaling 46,775 rentable square feet, providing safe and secure climate-controlled... - April 28, 2023 - Absolute Storage Management
Discover Your Path to Financial Freedom with Kennedale Oaks Investment Opportunity; Capital Playbook Podcast Show Episode 44 Premieres Today
Don't miss out on this insightful episode, "Join Our Investment Opportunity at Kennedale Oaks and Experience Financial Freedom," premiering today at 11:00 AM CST on YouTube and everywhere else podcasts are available. - April 27, 2023 - Pioneer Realty Capital
Global Excel Management Announces Strategic Partnership with WeeCompany
Global Excel a leading supplier of global healthcare risk management solutions, announces that it has acquired a significant position in WeeSystems SAPI de CV (WeeCompany), a LatAm based InsurTech that connects the various players in healthcare ecosystems through their automated digital platforms. - April 27, 2023 - Global Excel Management
Concord Servicing Announces New Partnership with ORKA Finance
Concord Servicing will become a loan sub-servicer for ORKA Finance, a lender that creates loan products for solar contractors and their small business customers to finance solar projects. As a loan sub-servicer for ORKA, Concord will provide solutions including billing and payment processing, re-amortizations and reporting, as well as overseeing delinquent accounts. - April 27, 2023 - Concord Servicing
Habitat for Humanity of New Castle County Announces the Launch of Almost Home - a New Pathway to Affordable Homeownership
Habitat for Humanity of New Castle County (HFHNCC) is pleased to announce the launch of Almost Home, a new program to help more low-income individuals become homeowners. The Almost Home Press Conference will be held on Tuesday, May 2 at 11 am on 2226 Lamotte Street in Wilmington. - April 27, 2023 - Habitat for Humanity of New Castle County
Francisco Soler Joins MAS Advisors
MAS Advisors, LLC, a Miami investment advisory firm, has announced the hiring of Francisco Soler as Senior Vice President and Chief Investment Officer effective April 3, 2023. "I am proud to rejoin an incredibly dynamic and talented team of professionals. MAS is a solidly established business... - April 26, 2023 - MAS Advisors, LLC
Nexdigm Named in ISG Provider Lens™ for Procurement BPO and Transformation Services
Nexdigm has been named in the Information Services Group (ISG) Lens Provider™ for Procurement BPO and Transformation Services Quadrant Report 2023. In their assessment, ISG highlights Nexdigm’s unique procurement offering built around its core service portfolio, including Contract... - April 26, 2023 - Nexdigm
Stabilize or Sink? Jasper Colin's Whitepaper Highlights the Role of Strong Risk Management in the Financial Industry
Jasper Colin, a leading market insights and data intelligence firm worldwide, has launched a new whitepaper, titled, "Stabilize or Sink? Market Movers Face Terrifying Decisions to Restore Confidence Post Banking Failures." The whitepaper analyses the warning bells that are ringing across... - April 24, 2023 - Jasper Colin
Notice Ninja, Inc. Announces Andrew Walsh as Chief Revenue Officer
Notice Ninja, Inc., a leading innovator in digital notice compliance, is pleased to announce the appointment of Andrew Walsh as their new Chief Revenue Officer. With over 30 years of experience in sales, account management, and leadership, Andrew is poised to drive growth and revenue for the... - April 24, 2023 - Notice Ninja, Inc.
Recent Study by Denver Capital Identifies Three Key Traits Shared Among Successful Investors
Successful investors share three traits: calculated risk-taking, long-term focus, and a commitment to self-improvement, according to Denver Capital's study of 125 investors. - April 24, 2023 - Denver Capital
Gary S. Williams of Williams Asset Management Honored in Forbes Best-in-State Wealth Advisors List in Maryland for 2023
Williams Asset Management, an independent investment and financial planning firm in Columbia, Maryland, announced that its Founder, Gary S. Williams, CFP®, CRPC, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2023. The list is published on Forbes.com. According... - April 22, 2023 - Williams Asset Management
Investment Industry Veteran Ryan Bailey Joins Paradigm Institutional Investments, LLC to Help Grow a One of Kind Diverse (BIPOC) Owned Investment Advisory Firm
Ryan Bailey joins the leadership team of Paradigm Institutional Investments, an African American owned institutional investment consulting firm who provides outsourced CIO services, serving as an extension of an institution’s staff and board. - April 21, 2023 - Paradigm Institutional Investments
René Nourse, Founder & CEO of Urban Wealth Management Group, is Recognized by Top 100 Registry as a 2023 Lifetime Achievement Award Recipient in the field of Finance
René Nourse, Founder & CEO of Urban Wealth Management Group, based in El Segundo, California, is being recognized by Top 100 Registry, Inc. as a 2023 Lifetime Achievement Award Recipient in the field of Finance. She is due to be featured in the 2023 Top 100 Registry Q2 Edition. - April 20, 2023 - Top100 Registry Inc.
Digital Asset Research’s FTSE DAR Pricing and Exchange Vetting to Serve as the Foundation for Eurex’s Bitcoin Index Futures
Eurex to Launch First European Bitcoin Index Futures based on FTSE DAR Pricing - April 17, 2023 - Digital Asset Research
Trumbull CPA and Entrepreneur Creates New Holiday; #NationalBeanCountersDay is a Day of Celebration for Accountants
#NationalBeanCountersDay is the Only Holiday Just for Accountants - April 17, 2023 - Finance Office Partners
Accounting Business Solutions by JCS: As Featured in a Spring/Summer 2023 Issue of Forbes & Fortune
Accounting Business Solutions by JCS is proud to announce their feature in Forbes & Fortune’s special section, Extraordinary Women in Business: Detroit, which is dedicated to highlighting women in business throughout the US who display the entrepreneurial characteristics inherent in... - April 16, 2023 - Accounting Business Solutions by JCS
OutcomesX Marketplace Launches with Deal to Move Funding Directly to Ukrainian NGOs Struggling to Access International Aid; $2 Million Committed by UBS Optimus Foundation
OutcomesX, a first-of-its-kind social outcomes marketplace, launched today with a deal to transfer $2 million in relief donations from UBS Optimus Foundation clients and employees directly to local NGOs in Ukraine that are providing education and mental health services to children in-country. This... - April 13, 2023 - OutcomesX
NexGen Networks Deploys a New Point of Presence in Lithia Springs, GA
Delivering enhanced customer benefits in a robust market. - April 13, 2023 - NexGen Networks
Plan to Use Wild Horses for Wildfire Fuel Mitigation Characterized as "Innovative Approach" by AM Best TV
California nonprofit's nature-based wildfire solution recently garnered the attention of AM Best TV, which provides mission critical information to Insurance companies. - April 12, 2023 - Wildhorse Ranch Productions
Mutual Security Credit Union Teams Up with iGrad to Offer the Enrich Personalized Financial Wellness Program to Its Over 25,000 Members
Enrich is used by more than 20,000 employers and more than 300 financial institutions nationwide, with artificial intelligence technology that engages each user with the most relevant content based on financial situation and stage of life. - April 05, 2023 - iGrad
Acquire the Message House Toolkit and Elevate Your Global Presence
The Message House toolkit at messagehouse.com, a renowned communications resource used by major organizations worldwide, is now available for acquisition. This is a unique opportunity for global communications firms seeking to expand their client base and elevate their presence on the international... - April 04, 2023 - MessageHouse.com
Texas Medicare Insurance Rates Vary Most for Turning 65 Seniors Reports AAMSI
Everything is bigger in Texas. That includes the difference between the lowest and highest available premiums for Medicare Supplement insurance. “A man turning 65 this year in Houston can pay as little as $125 or as much as $350 monthly for Medigap Plan G coverage,” reports Jesse... - April 01, 2023 - American Association for Medicare Supplement Insurance