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Deluxe Acquires CheckMatch from Kinexys by J.P. Morgan to Extend Digital Lockbox Payments Capability
MINNEAPOLIS--(BUSINESS WIRE)--Deluxe (NYSE: DLX), a trusted Payments and Data company, today announced it has completed the acquisition of CheckMatch from Kinexys by J.P. Morgan, the firm’s industry-leading blockchain business unit. Consistent with the company’s strategy, this acquisition will expand the Deluxe Payment Network (DPN) solution. CheckMatch is a service that digitizes the delivery of paper checks, enabling faster electronic conveyance, which was developed by Kinexys by J.P. Morgan.
FINNY Launches Multi-Channel Campaigns and LinkedIn Actions for Automated Outreach
NEW YORK--(BUSINESS WIRE)--Features make FINNY the only platform built for multi-channel prospecting, giving advisors tools to personalize and scale their outreach with ease
Modern Wealth Selects RISR to Power Business Owner Planning Across National Platform
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients. Modern Wealth’s network of advisors collectively oversees more than $8.5 billion in assets under management (AUM). This collaboration brings RISR’s advanced planning technology to
Atlanta-Based Private Equity Firm Tico Capital Partners Launches With Goal of Building Enduring Businesses in the Lower Middle Market
ATLANTA--(BUSINESS WIRE)--A new private equity firm rooted in entrepreneurial experience and operational excellence has officially launched. Headquartered in Atlanta, Georgia, Tico Capital is founded by a team of experienced investment professionals with a track record of success and a desire to build lasting partnerships with business owners and management teams. Tico Capital specializes in lower middle market investments, with a focus on family-owned and founder-led businesses. “Our mission a
Largest Fintech Fund in Credit Union Industry History, Curql Fund II, Closes with $360 Million
DES MOINES, Iowa--(BUSINESS WIRE)-- #bycreditunionsforcreditunions--Curql, a collective of 160+ credit unions jointly investing in fintech, today announced the final close of Curql Fund II at $360 million. The fund is 40% larger than its record-setting predecessor, making it the largest fintech fundraise in credit union history and placing it well within the top 25 U.S. venture capital raises in the first half of 2025, per Pitchbook’s published rankings. This brings Curql’s AUM (assets under management) to over $600 million. C
Larry Milton and Texas Team Leave Truist to Create Fossil Rock Private Wealth in Partnership with mFORCE Capital
FORT WORTH, Texas--(BUSINESS WIRE)--Fossil Rock Private Wealth is proud to announce the launch of its new firm in partnership with mFORCE Capital to become an independent Registered Investment Advisor. Fossil Rock Private Wealth provides tailored planning, comprehensive services, and highly personal service to help successful individuals, business owners, and multi-generational families achieve their goals and transform wealth into a lasting legacy. The firm is led by Larry Milton, CPWA®, RMA®,
Krisp Unveils Filipino Accent Conversion Technology for its AI Meeting Assistant
BERKELEY, Calif.--(BUSINESS WIRE)--Krisp, the leader in real-time Voice AI technology, today announced the launch of Filipino Accent Conversion for its AI Meeting Assistant, driving the adoption of accent conversion technology in AI meeting assistants. With AI Accent Conversion, Krisp makes communication effortless for globally distributed teams, helping professionals speak more clearly and confidently by instantly refining accents while keeping voices natural and authentic. As hybrid work driv
BDO USA Named a Workday Partner, Enhancing Finance and HR Service Offerings
CHICAGO--(BUSINESS WIRE)--BDO USA, one of the nation's leading accounting and advisory firms, today announced it has been named a Workday partner. Through this strategic partnership, BDO will help clients streamline and standardize their finance and HR operations, improving efficiency, visibility, and enhancing the end-user experience. Workday leverages the power of AI to elevate professionals and empower their work, moving business forward. The Workday platform unites HR and finance, which hel
Taxbit Partners with Mural Pay to Unlock Stablecoin Payments for Customers
NEW YORK--(BUSINESS WIRE)--Taxbit, the enterprise-grade tax and accounting compliance platform for digital assets, has partnered with Mural Pay to deploy a payments module that allows any company to integrate stablecoin payments - including invoice generation and tracking - into their day-to-day operations and accurately meet their financial reporting and tax filing requirements. Taxbit will leverage Mural Pay’s technology to offer invoicing and payment functionality to its customers in the US,
Corpay and Circle Collaborate to Bring Stablecoin Payments to Global FX and Commercial Card Rails
ATLANTA--(BUSINESS WIRE)--Corpay, Inc., (NYSE: CPAY), the corporate payments company, has announced a new collaboration with a subsidiary of Circle Internet Group, Inc., (NYSE: CRCL), a global fintech firm, to expand stablecoin access across global payment channels. They will work together to embed USDC across Corpay’s cross-border pay-in and pay-out rails allowing companies to access blockchain’s 24/7 settlement and programmability. Early Benefits of the Collaboration: Integrated Access to USD
$10B in Creator Revenue and Climbing: Kajabi Creators Are Achieving Long-Term Financial Success
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Kajabi, the leading creator commerce platform, today announced that creators on its platform have collectively earned over $10B in creator revenue only a few months after crossing the $9B mark. Unlike other platforms that retain a share of creator earnings, Kajabi takes nothing — meaning every dollar of this $10B went directly to creators’ pockets. This milestone is more than a financial benchmark for creators; it’s a reflection of a larger transformation
Stephens Adds Josh McCord to Private Wealth Management Division in Shreveport
LITTLE ROCK, Ark.--(BUSINESS WIRE)--Stephens, an independent financial services firm, today announced the firm’s Private Wealth Management division has hired Josh McCord as a Vice President and Financial Consultant. Mr. McCord is based in Stephens’ Shreveport, LA office. “Josh is a dedicated advisor, recognized for his client-first approach and well-rounded perspective. We’re proud to officially welcome him to Stephens,” said Kevin Scanlon, Executive Vice President and Head of Stephens Private
Stephens Expands Private Wealth Management Division in Atlanta With the Addition of William Holmes and Grace Wages
LITTLE ROCK, Ark.--(BUSINESS WIRE)--Stephens, an independent financial services firm, today announced William Holmes and Grace Wages joined the firm’s Private Wealth Management division as Financial Consultants. They are based in Stephens’ Atlanta, GA office. “The expansion of our Atlanta team demonstrates a continued commitment to serving clients with excellence. William and Grace bring a wealth of knowledge and experience, assisting clients in planning their financial futures and their financ
Blackstone Announces Agreement to Acquire Enverus
NEW YORK--(BUSINESS WIRE)--Blackstone (NYSE: BX) announced today that private equity funds affiliated with Blackstone (“Blackstone”) have entered into a definitive agreement to acquire Enverus, a premier data analytics energy intelligence platform, from Hellman & Friedman and Genstar Capital. Enverus was founded in 1999 and is a comprehensive data analytics platform empowering its customers’ capital allocation and asset optimization decisions across the entire energy ecosystem. Today, it is
Pacific Life Appoints Christine Bass to Lead Defined Contribution Lifetime Income Team
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--As a record number of Americans reach retirement age, addressing the growing demand for retirement income solutions remains a top strategic priority for Pacific Life. The Defined Contribution Lifetime Income (DCLI) business is a key pillar of that commitment, addressing the critical need for lifetime income through employer-sponsored savings plans, and a core component of the company’s institutional offerings, alongside pension risk transfer, stable value
Gridmatic Launches AI Load Optimizer to Help Large Energy Users Capture More Value from ERCOT Markets
HOUSTON--(BUSINESS WIRE)--Gridmatic, a leading AI-enabled power marketer, today announced the launch of the Gridmatic AI Load Optimizer, giving large energy consumers access to industry-leading forecasting and automation to strategically manage their energy use. For large energy consumers, energy costs can be one of the biggest components of overhead and can determine profitability. By applying advanced AI to energy market participation, Gridmatic enables customers to turn operational flexibili
Visa Extends Cybersecurity Expertise, Prioritizing Proactive Defense Strategies for Clients
SAN FRANCISCO--(BUSINESS WIRE)-- #cybersecurity--Visa created new opportunities for clients to leverage its expertise in cybersecurity through its value-added services and risk management offerings.
Mizuho Americas Joins ICE Clear Credit as Clearing Member
ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of technology and data, today announced that Mizuho Americas through its security-based swap dealer Mizuho Capital Markets LLC, part of Mizuho Financial Group (NYSE: MFG), has become a clearing member at ICE Clear Credit, the leading global clearinghouse for credit default swaps. “Mizuho Americas is excited to join ICE Clear Credit to enhance our product offering and approach to capital a
Merchant Partners with Sterling Trustees to Expand Global Trust Capabilities for RIAs
NEW YORK--(BUSINESS WIRE)--Merchant, a global operating company providing growth capital, strategic guidance, and support to independent financial services firms, announced a strategic partnership with Sterling Trustees, a boutique independent South Dakota chartered trust company providing trust administration services to high-net-worth and ultra-high-net-worth families around the world. Sterling Trustees currently administers over $11 billion of client trust assets worldwide, operating on the
VSS Capital Partners Ranks #1 In PitchBook’s Global Mezzanine and North America Private Debt Manager Performance Categories
NEW YORK--(BUSINESS WIRE)--VSS Capital Partners (“VSS”), a private investment firm investing in the healthcare, education, and business services industries, today announced that it was recognized as #1 in PitchBook’s 2024 Global Mezzanine and North America Private Debt categories. VSS also secured the #2 ranking in PitchBook’s Global Private Debt category, with three rankings from its Global Manager Performance Score League Tables through December 31, 2024. “VSS’s inclusion again this year in P