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PAYMENTS
Botkeeper | July 29, 2021
Clients of Botkeeper will soon be able to use a new functionality powered by Vic.ai that is built in the Botkeeper Operating System. This new module will offer accountants and firms a unified, faster, more intelligent, and advanced autonomous Accounts Payable (AP) solution coupled with their general ledger (GL) and bill pay systems, all from within the Botkeeper Operating System. The incorporation of Vic.ai into the Botkeeper Operating System provides accountants with improved aut...
Cision PR Newswire | August 19, 2020
Factor, the leader in next-generation solutions for complex legal work at scale, today announced a significant new investment to be provided by Carrick Capital Partners (Carrick), an investment firm focused on software and software-enabled businesses with over $1B in assets under management. As part of the deal, Carrick would be multiplying their original investment to become the majority shareholder of Factor. The deal, expected to close by October 2020, represents one of the biggest net new in...
FINTECH
Asa | July 27, 2022
Asa connects financial institutions with customer-facing fintechs in a secure, compliant and easy to implement marketplace. The company today announced that Tucson, Ariz-based Pyramid Federal Credit Union has selected the Asa platform, embracing collaborative banking to quickly introduce new technologies. Pyramid FCU will connect to a community of fintechs via Asa’s digital rails, allowing the credit union to instantly deliver new innovations and capabilities for members in ...
INVESTMENTS
Wealthbox | March 10, 2022
Wealthbox, a leading CRM software platform for financial advisors, announced today that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity investment. Founded by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamli...
PAYMENTS, FINTECH
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