Fifteenth Announces $8.25 Million in Seed Funding
Rippling and Carta veterans unveil AI-driven workflows and personalized tax strategies for complex scenarios involving RSUs, Stock Options, IPOs, and more Fifteenth, a tax solution...
Category : Financial Advisory & Services
Tax Systems Launches Alphatax in the UAE
Leading Tax Software Provider Expands to Support Businesses Adapting to the Country’s New Corporate Tax Regime Tax Systems, the global tax and accounting software provider,...
Qount secures funding to enhance AI-driven tax and accounting
The Round, Led by Savant Growth with funding from Kennet Partners, Will Accelerate AI-driven Solutions for Practice Management, Tax, and Accounting Professionals Savant Growth, a...
Peter Crawford, Former CFO of Charles Schwab, Joins Focus Financial Board
Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today announced the appointment of Peter Crawford, former Chief...
Northern Trust Expands Global Quantitative Investment Team
Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation Northern Trust Asset Management (NTAM), a leading global investment management firm with US$1.3 trillion in...
Anchin Welcomes Two New Partners to its Growing Team
Anchin, a leading accounting and advisory firm based in New York, is excited to announce the addition of two esteemed professionals to its partnership. Ryan Babiak has joined...
LBMC Launches 2025 Business Outlook Report
Eighth Annual Report Also Highlights Industry-Specific Insights LBMC, a top 40 public accounting firm and the largest Tennessee-based professional services and business consulting firm, announces...
Certuity Names Mariia Eroshin, CFA, CPA, CFP®, MBA as Partner
Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner. Ms. Eroshin has...
Hilco Global announces two key business development appointments
Hilco Global, a leading international financial services company specializing in valuation, monetization, and advisory solutions, announces two key business development appointments. Kyle Murphy has been named Head...
PKF Clear Thinking Integrates with PKF O’Connor Davies
Existing PKF Clear Thinking offering reclassified as “Turnaround and Restructuring Services” under PKF O’Connor Davies’ Strategy and Transaction Advisory practice PKF O’Connor Davies, one of...
TDI Promotes Eliza Ehrlich to Partner
TD International LLC (TDI), the strategic advisory and risk intelligence firm, is proud to announce the promotion of Eliza Ehrlich to Partner. Most recently, Ms....
Merriman Wealth Management to Join Focus Partners Wealth
Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has entered into a...
AGP Prime Adds Tom Costello as Director of Business Operations & Trading
AGP Prime, the prime brokerage services division of A.G.P. / Alliance Global Partners, is pleased to announce the addition of Tom Costello as Director of...
PKF O’Connor Davies Named a ‘Best Place to Work in Westchester’ by 914INC
Organization recognized for fourth consecutive yearas leader in Westchester business community PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to...
RFG Advisory Launches Refreshed Brand to Redefine Advisor Experience
Transformative suite of tools and concierge-level services reimagines traditional wealth management support for independent Advisors RFG Advisory (“RFG”), an innovator in the wealth management industry committed...