Bruce K. Lee of Chicago – a Barron’s “Top 100” financial advisor and the Founder of Keebeck Wealth Management, a leading financial services company renowned for providing clients with high-touch services that utilize the best fintech solutions that optimize client experience and portfolios – is proud to support the Juvenile Diabetes Research Foundation, the leading… Read more »
Posts Categorized: Financial Services
Black Entrepreneurs Launch Diversity Fund Houston to Address Racial Disparity and Invest in Underrepresented Tech Founders
Diversity Fund Houston (DFH) is redefining equity in the tech and innovation ecosystem. The recently launched venture capital fund, co-founded by emerging fund managers Tiffany Williams, Kiley Summers, and Phillip Yates, seeks to strengthen the pipeline of Black and Hispanic tech founders in the most diverse city in the nation. On December 2, DFH will… Read more »
TAPP Engine successfully completes SOC 2 Type 2 examination
TAPP Engine successfully completes SOC 2 Type 2 examination, verifying security and availability standards for business partners as well as retail and institutional investors. We are pleased to announce that TAPP Engine has successfully completed its SOC 2 Type 2 examination for security and availability. The examination was performed by an independent CPA firm and… Read more »
Top Tier Global Financial Institutions Invest In TAINA’s Latest Funding Round
TAINA Technology, an award-winning regulatory technology company, has announced today that it is closing a substantial funding round, welcoming onboard Deutsche Bank and HSBC Asset Management’s Financial Technology Venture Capital Fund alongside its existing investors led by Anthemis. TAINA transforms robust regulatory compliance into a competitive advantage for all types of financial institutions and their… Read more »
Venus Michael Account-Ability Offers Cash and Liquidity Management Services to Business Owners
Business owners are busy people, and they always have quite a bit on their proverbial plates. More than ever, business owners are turning to professionals to assist them with their cash and liquidity management needs. Venus Michael Account-Ability, a certified bookkeeper with years of experience in a variety of accounting and bookkeeping tasks, is now… Read more »
