Tagged: advisory

PwC Germany, FloQast to Enhance Financial Close Solutions

FloQast, a provider of accounting workflow automation software created by accountants for accountants, announced today a strategic consulting partnership with PwC Germany, a global firm focused on assurance, advisory, and tax services. This collaboration aims to transform financial close processes “for businesses across German-speaking countries… Read More

Global Fintech Ibanera Teams Up With BitAML For Crypto Compliance Advisory

Ibanera, a global fintech, announced on Thursday it has teamed up with BitAML, an international compliant advisory firm for bitcoin and cryptocurrency market, for compliance advisory services. Through the collaboration, BitAML will be providing digital asset compliance consulting for Ibanera cryptocurrency-related activities. According to Ibanera, BitAML… Read More

Betterment announces Acquisition of Wealthsimple’s U.S. Investment Advisory Book of Business

Betterment, the largest independent online financial advisor, announced on Thursday it has acquired Wealthsimple’s U.S. book of business. Betterment reported that through the acquisition, Wealthsimple will transfer all of their existing U.S.-based customers to the Betterment platform, and will no longer support accounts based in… Read More

B2B Robo-Advisory Solutions Provider Bambu Secures $3 Million Through Series A Funding Round

Bambu, a Singapore-based robo-advisory solutions provider, announced this week it secured $3 million through its Series A financing round, which was led by Franklin Templeton Investments.  Founded in 2016 by Ned Phillips and Aki Ranin, Bambu describes itself as a leading global provider of robot-advisory technology… Read More

CFTC Issues Advisory with Regards to “Virtual Currency Derivative Product Listings”

The Commodity Futures Trading Commission (CFTC) has issued an Advisory pertaining to “virtual currencies” and “derivative product listings.” The CFTC staff states: “Commodity Futures Trading Commission (“CFTC” or “Commission”) staff believes it is important to encourage innovation and growth in these products, but within an… Read More

Personal Beauty Advisory Service MyShowcase Extends Crowdcube Campaign

MyShowcase, a multi-brand, multichannel, personal beauty advisory service, recently announced it extended its equity crowdfunding campaign on Crowdcube. The company is seeking £750,000 and has so far raised nearly £700,000 from close to 200 investors. As previously reported, the company stated it offers a curated range of innovative and appealing… Read More

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