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Within Financial Services

Angel Investors in Fidotek Corp, a Next-Gen AI Startup, Receive 35% Investment Tax Credit

Angel Investment program, per A.R.S. § 41-1518, spurs early Arizona small business investments, granting tax credits to angel investors certified by the Arizona Commerce Authority (ACA). Fidotek, a patent leader in the high growth $120B pet industry, uses proprietary pet data to drive Next-Gen AI, transforming pet retail, veterinary care, diagnostics, clinical trials and pet health insurance. - August 16, 2023 - Fidotek Corp

C Williams Insurance Agency Joins Valley Insurance Agency Alliance

St. Louis agency owner Chad Williams brings 12 years of experience to his new company. - August 16, 2023 - Valley Insurance Agency Alliance

Aurum Equity Partners, a Leading Global Private Equity Company Welcomes Sanjeev Mervana as Managing Partner

Aurum Equity Partner, a leader in private equity firm with focus on real estate assets with Data Centers & cloud services, is pleased to introduce Sanjeev Mervana as its newly appointed Managing Partner. This strategic move comes following Aurum Equity’s recent announcement of its global... - August 15, 2023 - Aurum Equity Partners

Carisk Partners Welcomes New Hires to Strengthen and Expand Team

Carisk Partners is pleased to announce the strategic addition of several talented professionals to its growing team. These appointments come at an opportune time for Carisk, furthering the company’s ability to drive results across its growing portfolio of products and services. The new team members bring a diverse range of expertise and experience, enhancing Carisk’s innovative solutions for its client partners and patients. - August 14, 2023 - Carisk Partners

Williams Asset Management Voted 2023 Baltimore's 'Best' Financial Advisor Created by the Baltimore Sun

Williams Asset Management, a leading wealth management firm located in Columbia, Maryland, announced that they have been listed as the top Financial Advisor in the 2023 Best of Baltimore Readers’ Poll. According to the Baltimore Sun, over four weeks, 138,632 votes were submitted, with 120... - August 12, 2023 - Williams Asset Management

CapitaLand Investment Launches New Business Park Development Fund in India

New fund is expected to add S$700 million to CLI’s funds under management. - August 12, 2023 - CapitaLand Investment Limited

Cal Coast Cares Foundation Awards Over $160,000 in Student Scholarships

San Diego and Riverside County students receive scholarships from the Cal Coast Cares Foundation to further their education. - August 11, 2023 - California Coast Credit Union

Tax Sale Success in the Online Tax Lien Sales in August and September – Free Webinar with Joanne Musa the Tax Lien Lady®

The Webinar is free for all to attend live, and the replay will be made available for a limited time to everyone who registers for the webinar. - August 11, 2023 - TaxLienLady.com

Heptaret Capital Management to Host Commodity Trading Strategies Workshop in Singapore

Heptaret Capital Management, LLC, a hedge fund based in New York, specializes in portfolio management, financial training, and global investment and tax advisory services. The company has announced an upcoming Commodity Trading Strategies Workshop scheduled for September 18, 2023, in... - August 10, 2023 - Heptaret Capital Management LLC

Certificate Exchange Launches New Corporate Identity and Website

One of the nation's leading providers of solutions for managing and transmitting Certificates of Insurance electronically, launches a new corporate identity and website. - August 10, 2023 - Certificate Exchange

The Apprentice Token - A New Alternative Investment Vehicle

The Apprentice Token is the first comprehensive workforce development funding tool and platform that utilizes AI and blockchain technologies, enabling employers and educators to work together to develop highly-skilled workers and place the right people in the right jobs. Although currently funded by the Department of Labor, traditional workforce training programs are falling short because they lack a working understanding of the needs of the rapidly evolving technology industry. - August 08, 2023 - The Bee2Bee Network

Building Dreams, Transforming Lives: RoofPRO™, Owens Corning, and Habitat for Humanity to Provide Roof Replacement for U.S. Army Veteran

Princess Anne Veteran to Receive New Roof Installed by RoofPRO™ in conjunction with Habitat for Humanity of Wicomico County and Owens Corning Roof Deployment Project Gives Back to U.S. Military Veterans - August 07, 2023 - RoofPRO

Morgan Elite Specialist Services Awarded Coveted 5-Star Review, Setting New Standards in Customer Satisfaction

Morgan Elite Specialist Services (MESS), a leading innovator in public adjusting, proudly announces the reception of a stellar 5-star review from a happy client, solidifying its position as a customer-centric organization committed to excellence. The glowing review comes as a result of MESS's... - August 06, 2023 - Morgan Elite Specialist Services, LLC

Cellbunq Expands Its AI Platform to Support Complex Ultimate Beneficial Ownership (UBO) Structures

Cellbunq, a global Know Your Business provider, announced today that it is expanding its artificial intelligence (AI) platform to support complex Ultimate Beneficial Ownership (UBO) structures. With this expansion, Cellbunq will now be able to provide businesses with comprehensive data on UBO structures that are typically difficult to obtain. - August 05, 2023 - Cellbunq Systems AB

Redwood Mortgage Investors VIII, L.P. Announces Approval of Dissolution and Plan of Dissolution

Redwood Mortgage Investors VIII, L.P. (“RMI VIII” or the “Company”) today announced the approval of the dissolution of RMI VIII (the “Dissolution”) and the plan for the Dissolution (the “Plan of Dissolution”) by holders of limited partnership... - August 04, 2023 - Redwood Mortgage Corp

CapitaLand India Trust Reports Net Property Income Growth of 13% in INR Terms and 3% in SGD Terms for 1H FY 2023

Block A in ITPH achieves 100% committed occupancy; Portfolio occupancy improves to 94%. - August 04, 2023 - CapitaLand Investment Limited

Telarus Annual Educational Conference Celebrates the Rise of the Technology Advisor

Telarus Partner Summit Welcomed Over 1,500 Technology Advisors and Suppliers to Learn, Network, and Accelerate Business Together in the Digital Era. - August 03, 2023 - Telarus

Crypto Lists Hits a Milestone with 75 Newest Crypto Casino Reviews

Crypto Lists, a leading platform for crypto currency and casino insights, has announced a significant milestone, the publication of 75 comprehensive reviews of the newest crypto casinos from 2023. - August 03, 2023 - Crypto Lists Ltd.

Concord Servicing Names Kyle Derry as Chief Operating Officer

In his new role as COO, Derry will manage daily operations at Concord while implementing growth strategies to help the company meet its business objectives. - August 03, 2023 - Concord Servicing

RoofPRO Joins The Complete Player Charity and Community Associations Institute for an Interactive Youth Camp Field Trip Event in Severn, MD

RoofPRO is proud to announce its participation in a unique and educational youth camp field trip event organized by The Complete Player Charity and Community Associations Institute. The event, taking place at The Church at Severn Run in Severn, MD, aims to empower children from low and moderate... - August 03, 2023 - RoofPRO

Telarus Adds Contact Center to SolutionVue for Data-Informed Sales Discovery

Telarus unveils new SolutionVue module, QuoteVue and Report Builder tools at the annual Telarus Partner Summit. - August 01, 2023 - Telarus

First Gen Founders Collaborate to Elevate Diverse Business Owners

Penelope, the retirement solution for micro and small businesses, and Goodfynd, the all-in-one operating system for mobile entrepreneurs, are joining forces to bring more value to their diverse clientele. Jean Smart, CEO and Founder of Penelope, and Sofiat Abdulrazaaq, CEO and Co-founder of... - August 01, 2023 - Goodfynd

Concord Servicing Acquires Arizona-Based Loan Servicer Equiant

As the loan servicing industry continues to consolidate, leaders at Concord and Equiant see this acquisition as the catalyst that will help them drive strategic growth – and serve their customers more efficiently and effectively. - July 31, 2023 - Concord Servicing

Local Banker Completes PA Bankers Association's School of Commercial Lending

Mars Bank’s Jennifer Klein, Assistant Vice President, Commercial Banking, recently completed coursework at the 2023 Pennsylvania Bankers Association (PA Bankers) School of Commercial Lending. - July 29, 2023 - Mars Bank

Alternative Liquidity Capital Announces Offer to Purchase Shares in Morgan Creek Global Equity Long/Short Institutional Fund

Alternative Liquidity Index, LP, a Delaware limited partnership (the “Purchaser”), today announced an offer to purchase up to 343 (the “Shares”), of Morgan Creek Global Equity Long/Short Institutional Fund (the “Fund”). The Fund’s share repurchase program... - July 28, 2023 - Alternative Liquidity GP LLC

Federation of Canadian-Brazilian Business Announces New President for the 2023-2026 Triennium

Francisco Bianchi, a finance executive from Scotiabank, has been elected as the new president of the Federation of Canadian-Brazilian Businesses (FCBB). The FCBB has seen significant growth in the last three years, with a 500% increase in volunteers from diverse backgrounds working towards improving academic and technological cooperation. - July 28, 2023 - Federation of Canadian-Brazilian Businesses FCBB

Empowering Inmates for a Successful Future - myObamacare TN Launches Re-Entry Health Insurance Program (R-HIP) in Williamson County

myObamacare Tennessee, a prominent provider of quality health insurance education and enrollment services, is excited to unveil its groundbreaking Re-Entry Health Insurance Program (R-HIP) in TN. R-HIP is a vital initiative designed to equip inmates with essential resources upon their release from the Williamson County Jail empowering them for a successful transition back into society. The program will be conducted on the last Tuesday of each month and is open to all inmates approaching release. - July 27, 2023 - myObamacare

Accounting Business Solutions by JCS Reveals New Production and Warehouse Automation Recession-Proofing Strategies for U.S. Manufacturing and Distribution Companies

Continuing their outreach to small and midsize U.S. Manufacturing, Distribution, and Field Service businesses, Accounting Business Solutions by JCS will be offering three free “Distribution & Manufacturing Tips & Tricks” webinars August 15, 16, and 17 to help them stay competitive, profitable, and current. - July 27, 2023 - Accounting Business Solutions by JCS

Carisk Partners Named to Modern Healthcare Best Places to Work 2023 for Third Consecutive Year Consistency at Carisk Drives Employee Satisfaction

Carisk Partners, a specialty risk transfer and care coordination company, is recognized by Modern Healthcare as one of its Best Places to Work in 2023. This is the third consecutive year awarded for Carisk who has been consistently ranked in the top third of the Best Places to Work list. Carisk is... - July 26, 2023 - Carisk Partners

Spencer Savings Bank Awards $37,500 in Scholarships to Local High School Students

Spencer Savings Bank has awarded $37,500 in scholarships to local high school graduates in New Jersey, each receiving a $1,500 scholarship for college tuition assistance. The bank's scholarship program, which began in 2002, has awarded over $600,000 to deserving students since then. The Class of 2023 received certificates and attended a scholarship ceremony at the bank's financial center in Elmwood Park, NJ. - July 26, 2023 - Spencer Savings Bank

Paperwork Consulting's Kastan Martin Featured in Authority Magazine

As a very family-oriented company, all employees at Paperwork Consulting are highly valued. The firm prides itself in providing a safe, inclusive culture that empowers and brings both personal and professional growth. Chief Operating Officer Kastan Martin was recently featured in Authority Magazine... - July 25, 2023 - Paperwork Consulting

CellarStone Announces QCommission’s Integration with Zapier

CellarStone Inc., provider of the leading sales commission software in the market as well as sales performance management software and other solutions, is excited to share that QCommission is now one of Zapier’s integration partners. Zapier is a company that provides a solution that empowers... - July 25, 2023 - CellarStone, Inc.

Wigen Financial Services LLC, and Founder James R. Wigen Announces Name Change to Independent Financial Management LLC or IFM

Wigen Financial Services LLC, a registered investment advisor representative announced today that it has changed its name to Independent Financial Management LLC or IFM. Founder of IFM, James R. Wigen, changed the name to better represent the growth his company will experience with hiring new financial advisors, and did not want them growing their business under his last name. - July 24, 2023 - Independent Financial Management LLC

Approved Mortgage Announces a New Program for Workforce Development and Growth

Approved Mortgage, Central Indiana’s largest and oldest locally owned mortgage company, has promoted Joel Asbury to Mortgage Coach to oversee and manage a new program as part of the company’s commitment to workforce development and growth. - July 24, 2023 - Approved Mortgage Corporation

FasterCapital Announces Launching a Service to Find Angel Investors

Startups worldwide are looking for investors. FasterCapital announces its full services dedicated for startups that are looking for angel investors. - July 24, 2023 - FasterCapital

Award-Winning IDV Services Provider Shufti Pro Yields Stellar Q1 2023 Performance

Shufti Pro releases first quarter 2023 results, marking a remarkable financial performance and significant growth in client onboarding. - July 23, 2023 - Shufti Pro

Redwood Mortgage Investors VIII, L.P. Announces Extension of Consent Solicitation Relating to the Proposed Dissolution and Plan of Dissolution

Redwood Mortgage Investors VIII, L.P. (“RMI VIII” or the “Company”) today announced the extension of its solicitation of consents (the “Consent Solicitation”) with respect to the proposed dissolution of the partnership (the “Dissolution”) and the plan... - July 21, 2023 - Redwood Mortgage Corp

Paperwork Consulting Has Now Served Nearly a Dozen U.S. States and Territories

Paperwork Consulting's expertise is in federal labor laws and this allows the firm to operate and perform on clients’ behalf to ensure projects remain within the guidelines set by both federal and state governments. - July 21, 2023 - Paperwork Consulting

Hypatia Women CEO ETF Named an Official ETF of USA Softball

USA Softball, the National Governing Body of Softball in the United States, is excited to announce Hypatia Women CEO ETF (“WCEO”) as an Official ETF partner of USA Softball. An exchange-traded fund managed by Hypatia, WCEO and its partnership with USA Softball will be highlighted by... - July 20, 2023 - Hypatia Capital

Leadership GBA Board of Directors Elects and Installs Officers and Directors

Members of the Georgia Bankers Association have elected and installed officers and five new members to the Leadership GBA Board of Directors for the 2023-2024 program year. Kelly Smith, senior vice president at First National Bank of Griffin, was installed as chair. Members elected Brad Sheffield, senior vice president and regional retail sales manager at Synovus Bank in Statesboro, as chair-elect. Bill Hogan, senior credit officer at Northeast Georgia Bank in Lavonia, was elected vice chair. - July 20, 2023 - Georgia Bankers Association

Clear Mobitel Appoints Dr Shahram Niri as Chief Technology Officer

Former General Manager for the 5G Innovation Centre (5GIC) at the University of Surrey Brings Extensive 5G Management and Technical Experience to Clear Mobitel. - July 20, 2023 - ClearMobitel Ltd.

Business Impact NW Awarded Grant to Establish Alaska Veterans Business Outreach Center

VBOC Alaska provides counseling, entrepreneurial development tools, and funding opportunities for transitioning service members, veterans, National Guard & Reserve members, and military spouses interested in starting or growing a small business. - July 19, 2023 - Business Impact NW

Indiana University Online Launches iGrad Student Financial Literacy Platform

Research shows that student financial literacy programs like iGrad can decrease financial stress, improve academic performance and teach students how to manage their finances for a lifetime. - July 17, 2023 - iGrad

Neowiitan Investment is Accepting Funding Requests for Review and Possible Funding from Both Startups and Existing Businesses

Neowiitan investment is industry-agnostic and open to funding clients/companies in all industries, both domestically and internationally. Neowiitan investment is particularly interested in clients/companies with innovative products or services, strong financial performance, experienced management... - July 16, 2023 - Neowiitan

Lawnager Unveils New Feature Empowering Landscaping Crews to Access Jobs in Spanish

Lawnager, the leading lawn care management platform, is proud to announce its latest feature that allows landscaping crews to view jobs in Spanish. This enhancement is a testament to Lawnager's commitment to inclusivity and simplifying lawn care processes for both crew members and customers. The... - July 15, 2023 - Lawnager

iGrad Partners with Foot Locker to Offer Enrich Personalized Financial Wellness Program to Almost 50,000 Global Employees

Enrich is one of the only financial wellness programs to offer a global product that allows multinational employers to implement one consistent, highly personalized financial wellness solution for employees in different countries. - July 14, 2023 - iGrad

RoofPRO Introduces Comprehensive Roof Maintenance Plan to Promote Warranty Compliance and Long-Lasting Roofs - Residential & Commercial Buildings

RoofPRO has introduced a residential roof maintenance plan and commercial Roof Asset Management Plan (RAMP). The programs will help homeowners and businesses avoid costly mistakes, extend roof lifespan, and ensure peace of mind. By enrolling in the Roof Maintenance Plan, property owners benefit from thorough inspections, preventative maintenance, timely repairs, and warranty compliance assistance. - July 14, 2023 - RoofPRO

Recent Headlines Within Financial Services

Recent Headlines
Within Financial Services