B2B CFO®

Funding

USQ, Chatham Financial | August 02, 2022

Union Square Capital Partners, LLC, announced today it acquired the management of PREDEX, a real estate-focused interval fund. PREDEX (Ticker: PRDEX) has $163 million in AUM as of July 27, 2022, bringing total assets of USQ interval funds to approximately $400 million. “True diversification matters, and most investors have been reminded of that over the first half of this year,” said Thomas Miller, Chief Executive Officer of Union Square Capital Partners. Since both fu...

Wealth Management

Bambu | September 21, 2022

Bambu, a global wealth technology provider, today announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales. The service will enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify and prioritize their clients' needs through predictive analytics, empowering them to make informed financial decisions for the future. To build and sol...

Payments

REPAY | July 15, 2021

Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced today the integration of its Vendor Payments Automation solution into Acumatica, a leading cloud ERP company, allowing small and midsize businesses to streamline accounts payable processes, optimise internal workflows, and securely pay vendors and suppliers. By extending REPAY's connection to include vendor payments automation, Acumatica users will have access to a full vendor ...

Visa | May 18, 2020

Visa has filed an application for a U.S. patent on a computer system that would convert physical dollars into digital versions. The system would then remove the paper currency from circulation. ...