The Peak Accounting & Audit Groups

Investment Management, Fintech

PRnewswire | March 27, 2023

To provide the financial services industry with seamlessly integrated cost basis processing and tax information reporting, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), has teamed with Apex Silver (formerly Silver Management Group of Companies), a trusted provider of enterprise-class SaaS solutions and a subsidiary of Apex Fintech Solutions, Inc. This new comprehensive solution will provide wealth managers with a more tightly coupled offering, thus reducing the ove...

Cision PR Newswire | August 05, 2020

Patra, a leading provider of technology-enabled solutions for the insurance industry, received a strategic investment from SkyKnight Capital ("SkyKnight"), a San Francisco based private equity firm, and other investors. The SkyKnight investment, which closed in late 2019, will help support Patra as it continues its rapid growth, arising from the market's increasing need for technology-enabled services that bring efficiencies to insurance processing and workflows. The investment in ...

Money.com | October 12, 2020

In March when COVID hit, America hit a historical low point in our US economy. The combination of a pandemic and 22 million people filing for unemployment, led us to an all-time low in consumer optimism. America is now starting to regain its footing, and we are now open to spending more. In order to understand how the pandemic has shaped our spending behaviors, Money and Morning Co...

Core Banking, Digital Banking

PRnewswire | May 12, 2023

Financial fraud has increased substantially as the trend towards mobile banking and digitization accelerates. In 2022 alone, the Federal Trade Commission received over 1.1 million reports of identity theft and over 440,000 reports of credit card fraud. To help banks detect and mitigate fraud proactively, DCI (Data Center Inc.) – the privately-owned developer of core processing, digital banking, and Fintech processing solutions – has partnered with DataVisor – t...