financial planning

PCS Software, a CapStreet portfolio company and a leading AI-powered transportation management platform provider for shippers, carriers, and…

PlannerDAO Co-Founder Steve Larsen, CPA, CFP announces a revolutionary digital asset index to pave the way for greater cryptocurrency access and…

Unit4, a leader in enterprise cloud software for people-centric organizations, announced that Matthew Bagley has been named Chief Financial Officer.…

Vera Bradley, a leading American iconic lifestyle brand, has partnered with Impact Analytics, a provider of AI driven unified retail solutions, to…

Valkyrie Funds, LLC, an emerging investment manager focused on the digital asset class, is excited to announce the launch of the Valkyrie Balance…

Navisite announced two new additions to its executive leadership team: Jason Facer as Chief Financial Officer (CFO) and Peter Salamanca as Chief…

Ten U.S. Start-Up and Early-Stage Software Developers Selected to Productize Transformative Solutions to Foster Financial Inclusion and Improve Access…

Tata Consultancy Services’ 2021 Global Financial Leadership Study Brings to Light Current Financial Planning & Analysis (FP&A) Strengths and…

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, introduced new features to its…

Wealth Enhancement Group, an independent wealth management firm, announced that it has joined forces with Walnut Creek Wealth Management, a hybrid RIA…