Finance News
Unlock the world of finance with information about the accounting, banking and financial services, insurance and investment industries. Catch up on the latest innovations in retail and commercial banks, personal finance management and the major players on the venture capital stage.
Cal Coast Credit Union Names Nathan Phan SVP of Finance and Accounting
Cal Coast Credit Union, one of Southern California’s longest serving credit unions, has named Nathan Phan Senior Vice President of Finance and Accounting. This promotion strengthens Cal Coast’s executive leadership team at a time when financial performance, strategic growth, and member... - June 26, 2026 - California Coast Credit Union
First Fully Validated Health Plan Shows Measurable Cost Reduction — Challenging Industry Norms
Elan Insurance Group becomes the first health plan validated by the Validation Institute, demonstrating immediate claims cost reduction and sustained performance below medical trend. - June 25, 2026 - Elan Insurance Group
Julie Wong to be Featured in Summer 2026 Issue of P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) Magazine
Julie Wong of Flushing, New York, will be featured in a two-page spread in the Summer 2026 issue of P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) Magazine. Wong was selected for this honor for her expertise and notable achievements in finance, banking, and loans. She will... - June 25, 2026 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Commercial Funding Partners Releases Public Logistics Equipment Tax-Lease Case Study
An anonymized case study shows how a $1B+ public-company logistics operator used a $7 million, 60-month tax lease for specialized warehousing equipment tied to distribution-center operations. - June 25, 2026 - Commercial Funding Partners
Fortified CEO Ben DeBow: The End of Tech Abundance — AI is Powerful, Not Efficient, and the Bill Has Come Due - a Luminary Societies Salon
DeBow's thesis is that AI made building easy but did not make accounting easy. "AI is powerful, but it isn't efficient — it spends more to reach a result that could have cost far less," he said. Business users now create apps and agents faster than technology teams can support or govern them, producing a structural accountability gap — systems built fast and accounted for late. - June 24, 2026 - The Luminary Societies
Quantum Threat to Encryption is Now a Federal Procurement Issue, Qtonic Quantum Warns After New White House Order
The June 22 White House order accelerates federal post-quantum cryptography migration, sets 2030 and 2031 deadlines for federal high-value and high-impact systems, and directs proposed FAR rules for covered contractors. Qtonic Quantum says boards, CISOs, and federal suppliers must find cryptographic exposure before quantum risk becomes contract risk. - June 24, 2026 - Qtonic Quantum
Commercial Funding Partners Closes $36 Million Manufacturer Sale-Leaseback Recapitalization
Commercial Funding Partners closed a $36 million manufacturer sale-leaseback structured as a 60-month non-tax lease and funded in less than three weeks. - June 24, 2026 - Commercial Funding Partners
Commercial Funding Partners Releases Robotic Welding Equipment Sale-Leaseback Case Study
An anonymized case study shows how an asset-heavy manufacturer evaluated a $1.5 million, 36-month sale-leaseback / capital-lease path while keeping robotic welding and manufacturing systems in use. - June 24, 2026 - Commercial Funding Partners
Inktel Launches OMNI-SYNC™ The Intelligence Layer for Mid-Market Companies
Inktel has officially launched Omni-Sync™, a pre-trained agentic intelligence layer engineered to eliminate the costly "Repeat Yourself Tax" for mid-market brands. Moving beyond simple chatbot deflection, the platform connects conversation directly to back-office execution across 12 target industries. Powered by three proprietary pillars; Knowledge-Vault™, Action-Bridges™, and Sentiment-Sync™, Omni-Sync™ securely automates complex tasks. - June 23, 2026 - Inktel Contact Center Solutions
TruDecision and FUSE Announce Strategic Partnership to Advance Intelligent Lending Automation
TruDecision Inc., a leading provider of credit risk analytics and decisioning solutions, today announced a strategic partnership with FUSE, a modern loan origination platform designed to provide lenders with the flexibility and configurability needed to compete in an evolving lending... - June 23, 2026 - TruDecision Inc.
Money Simpler Launches AI-Powered Trading Platform for Digital Assets, Expanding into Smart Quantitative Trading
Money Simpler has launched an AI-powered automated quantitative trading platform for digital asset users, featuring AI-assisted analysis, automated strategy execution, risk monitoring, and USDC-based settlement. - June 22, 2026 - MoneySimpler
Odingard Capital Management, LLC Announces Dismissal With Prejudice of Lawsuit Brought by WCF Bancorp, Inc. and WCF Financial Bank
Odingard Capital Management, LLC announces that claims asserted against the firm and Jeffrey Hale by WCF Bancorp, Inc. and WCF Financial Bank have been dismissed with prejudice in the United States District Court for the Northern District of Oklahoma. - June 22, 2026 - Odingard Capital Management
Vasu Sambasivam Named an AAPI Leader of Influence by San Diego Business Journal
Cal Coast Credit Union Chief Information Officer Vasu Sambasivam has been named an Asian American Pacific Islander (AAPI) Leader of Influence for 2026. The honor was announced by the San Diego Business Journal, which recognized Sambasivam for his contributions to the community and commitment to... - June 18, 2026 - California Coast Credit Union
OpportunityZones.com Publishes The Opportunity Zones Playbook, the First Comprehensive Guide to OZ 2.0 by Jimmy Atkinson
Edited by Andy Hagans and featuring a foreword by US Senator Tim Scott, the book is the most thorough guide to Opportunity Zone investing ever published. - June 15, 2026 - OpportunityZones
Thrombolex Inc Names Michael Tutera, Chief Executive Officer
Thrombolex, Inc., a commercial-stage medical device company advancing a differentiated pharmaco-mechanical lysis (PML) platform for the treatment of pulmonary embolism (PE) and other thromboembolic diseases, announced that the Board of Directors has appointed Michael Tutera as Chief Executive Officer. - June 15, 2026 - Thrombolex, Inc.
Qtonic Quantum Corp Publishes Research Report on Long-Term Quantum Exposure Risk to Global Football Medical and Identity Data
Qtonic Quantum Corp released a 30-page public research report on harvest-now, decrypt-later exposure in global football. The report examines how mandatory FIFA medical, cardiac, and identity data across 211 member associations may face long-term quantum decryption risk, assigns a qualitative Critical HNDL Risk Rating, and recommends cryptographic inventory as the first step. - June 12, 2026 - Qtonic Quantum
Patrick Henry College Earns ACTA A+ While Continuing National Leadership in Forensics
Patrick Henry College (PHC) earned an A+ rating from the American Council of Trustees and Alumni’s (ACTA) What Will They Learn? project. This places PHC among fewer than one percent of colleges and universities nationwide to receive the organization’s highest distinction. The recognition comes alongside another strong year for PHC’s nationally-recognized forensics programs. Together, these results affirm PHC’s rigorous curriculum and the consistent achievement of its students. - June 12, 2026 - Patrick Henry College
Enkefalos Lands in Albuquerque, NM
Enkefalos Technologies Expands U.S. Presence in New Mexico Enkefalos Technologies, a global enterprise AI company focused on Private AI and Responsible AI solutions for regulated industries, today announced the expansion of its U.S. presence in New Mexico as part of its North American growth... - June 12, 2026 - Enkefalos Technologies
Edward U. Depersis Honored as a Professional of the Year for 2026 by Strathmore's Who's Who Worldwide Publication
Edward U. DePersis of Pittsburgh, Pennsylvania, has been named a Professional of the Year for 2026 by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in the field of financial services. About Edward U. DePersis Edward U. DePersis is the CFO of ENDePersis... - June 11, 2026 - Strathmore Worldwide
While Telehealth Giants Face Federal Scrutiny, Ivia Health Has Been Quietly Getting It Right
Ivia Health, a LegitScript-certified, HIPAA-compliant GLP-1 telehealth platform operating across 40+ U.S. states, is launching Ivia Health Benefits, an employer GLP-1 benefit program built on a certified, compliant foundation. As federal regulators crack down on non-compliant telehealth platforms, Ivia offers employers and patients a transparent, cash-pay alternative built right from day one. - June 11, 2026 - Ivia Health, LLC
America's Title Named WFG National Title's Highest Producing Agency in the Nation for Third Consecutive Year
Three Consecutive Years as WFG's Top-Producing Agency Highlights America's Title's National Leadership and Sustained Excellence - June 10, 2026 - America's Title Corporation
Ella Rivkin Featured as Expert Contributor in National Small Business Hiring and Compliance Article
ERPS Group Founder and CEO Ella Rivkin was featured as an expert source in a national business publication discussing employee background checks, hiring compliance, and risk management. Her insights help small business owners make informed hiring decisions while protecting their organizations and maintaining regulatory compliance. - June 10, 2026 - ERPS Group
Insurance on B Street Opens as First Business in New B Street Complex at Babcock Ranch
Insurance on B Street, a boutique office of Way Better Insurance, officially opened June 8, 2026, as the first business in Babcock Ranch’s new B Street complex. The independent agency offers home, auto, flood, umbrella, condo, renters, golf cart, and select business insurance, with a focus on clear answers, local service, and a more personal insurance experience for Babcock Ranch and Southwest Florida. - June 09, 2026 - Insurance on B Street
Zipple Launches Activity Signal Platform - a New Data Infrastructure for the Behavioral Economy
The world’s first behavioral data infrastructure built on verified real-world human activity — turning everyday actions into structured, measurable signals. - June 07, 2026 - zipplemx
NYC-Based Longacre Acquires 541-Unit Houston MF Complex
Longacre Acquires 541-Unit Houston Multifamily Community, Scaling Joint Venture's 17-State Turnaround Platform Property: 5300 W. Gulf Bank Rd., Houston, TX 77088 PH Realty Capital and Rockledge principals collectively own workforce-housing assets across 17 states. Longacre is the institutional... - June 06, 2026 - Longacre Asset Management LLC
BankBound Launches Three New Solutions to Help Community Banks Compete in the AI Search Era
A turnkey blogging platform, a premium Generative Engine Optimization (GEO) framework, and a managed website consent-compliance service give community banks new tools to build online authority, get found in AI-generated answers, and keep pace with a fast-changing privacy landscape. - June 05, 2026 - BankBound
Valye Builds an AI-Ready Research Layer for Public Company Data
As large language models become a primary way people search and understand financial information, Valye is organizing SEC-grounded public company research into a structured format built for both the public and AI systems. - June 05, 2026 - Valye
IronOrbit Positioned to Lead AI-Driven IT Services
Partnership with Shield Technology Partners unlocks access to OpenAI's engineering teams, enabling IronOrbit to embed AI directly into customer operations. - June 05, 2026 - IronOrbit
Ella Rivkin’s Tax Strategy Webinar Draws Business Owners Nationwide Seeking Proactive Financial Planning
ERPS Group founder Ella Rivkin recently hosted a nationwide webinar, “7 Top Deductions Most Business Owners Miss,” helping entrepreneurs uncover tax-saving opportunities, improve cash flow, and better understand proactive financial planning strategies. - June 05, 2026 - ERPS Group
Forex Broker 500 Launches FTMO Funding Edge Strategy for Retail Traders
New eBook and Digital Bundle on Amazon and Payhip Outlines Smart Money Concepts (SMC) Developed for Prop Firm Evaluation Risk Management. - June 04, 2026 - Forex Broker 500
TacticalPay Earns Top Industry Honors, Cementing Its Position as the Leading Payments Provider for the Firearms Industry
A string of recent honors from independent industry authorities positions TacticalPay as the standout leader in firearms payment solutions entering the second half of 2026. - June 02, 2026 - Soar Payments LLC
Las Vegas-Based Investment Manager Receives Top Performance Ratings from Morningstar(r)
Winans Investments is the first investment firm based in Las Vegas to receive receive "5 Star" rankings from the prestigious global rating firm Morningstar(r). This helps establish Las Vegas as a growing financial service center. - May 30, 2026 - Winans Investments
Income Capital Management Marks 2-Year Milestone and Opens U.S. Office on April 1st, Reporting Strong Q1 2026 Results
Income Capital Management today announced a significant milestone in its growth journey, marking two years since the official launch of its investment activities on April 1, 2024, alongside the opening of its U.S. office on April 1, 2026. The announcement comes as the company releases its March... - May 29, 2026 - Income Capital Management
AAMC Reports Key Ruling in Business Tort and CICO Litigation Against BlackRock and PIMCO
Virgin Islands Supreme Court Reverses Dismissal of BlackRock, Inc. on Personal Jurisdiction Grounds - May 21, 2026 - William Erbey
ForexBroker500.com Expands Global Trading Education Platform to Help Traders Access Funded Account Opportunities
ForexBroker500.com announces the expansion of its global trading education hub, designed to help traders worldwide develop the skills, discipline, and strategies required to qualify for funded trading accounts and achieve long-term consistency. - May 21, 2026 - Forex Broker 500
Rima AI Launches the First AI Accounting Agent That Automates the Work ERPs Won’t Touch
Rima AI, a Y Combinator-backed startup founded by Harvard classmates Gwanygha'a Gana and Cedric Foudjet, launches public access to the first AI accounting agent that automates the manual work ERPs won't touch. Over 50% of accountants still receive client documents as email attachments, scans, and paper. Rima interviews accountants to learn their edge cases, then builds custom document workflows that run automatically. Over 100 accountants already use Rima. - May 20, 2026 - Rima
Make OneStream Relational Solutions 10x Faster with New Revfore Accelerate
Revfore Accelerate is a no-code solution that seamlessly integrates with OneStream Genesis - May 18, 2026 - Revfore
Dina Management Hits $310M in Assets Under Custody, Strengthening Market Leadership
Dina Management Pty Ltd, a licensed financial services firm specialising in listed equities, corporate bonds, proprietary managed investment schemes, and custodial services, is pleased to announce that it has surpassed $310 million in Assets Under Custody (AUC). This milestone further solidifies... - May 11, 2026 - Dina Management
MK Partners Acquires Folderize, Expanding Its Salesforce Product Portfolio with an Additional AgentExchange Solution
MK Partners has acquired Folderize, a Salesforce-native file and folder organization solution now available on the Salesforce AgentExchange. Folderize helps organizations manage files inside Salesforce with unlimited folder hierarchies, native storage, sharing controls, full-text search, and support for Sales, Service, and Experience Cloud — without external storage or integrations. - May 10, 2026 - MK Partners
Smyrna Pawn Wins Best of Cobb County 2026: What It Means, Why It Matters, and Why Customers Trust Them
Smyrna Pawn in Dallas, GA has been named Best of Cobb County 2026 winner in the pawn shop category, a community-voted honor recognizing trusted, customer-focused service. Known for fast, flexible pawn loans with no credit checks, they also buy and sell gold, jewelry, electronics, tools, and more. Their retail store offers quality, tested items at affordable prices. With honest, transparent service and a no-pressure environment, Smyrna Pawn continues to earn community trust. - May 06, 2026 - Idaho Pawn & Gold
Julie Wong Selected as an Honored Member by Strathmore's Who's Who Worldwide Publication
Julie Wong of Flushing, New York, has been selected as an Honored Member by Strathmore's Who's Who Worldwide for her expertise and notable achievements in finance, banking, and loans. About Julie Wong Julie Wong is the founder and director of Asian Bank, a financial institution specializing in... - May 06, 2026 - Strathmore Worldwide
Empire Today® Completes New Equity Investment, Positioning Company for Next Phase of Growth
Empire Today, LLC (“Empire” or the “Company”), one of the most recognized brands in the home improvement space, has received a new equity investment from an investment group led by funds managed by Invesco Senior Secured Management, Inc. (“Invesco”) and funds managed by affiliates of Fortress Investment Group (“Fortress”) as part of a broader transaction to solidify the Company’s balance sheet. - May 05, 2026 - Empire Today
Midwest Special Needs Trust Honors Sarah Giboney with Prestigious Jerry Zafft Award for Leadership in Special Needs Trust
Midwest Special Needs Trust is proud to announce that Sarah Giboney has received the Jerry Zafft Award for her dedication to ensuring that individuals with disabilities have access to special needs trusts. As a member of the Board of Trustees, she has expanded the organization's reach, updated trust policies and documents, and guided a name change, helping Midwest Special Needs Trust become leaders in pooled trust services. - May 05, 2026 - Midwest Special Needs Trust
ART Fund SP – ChainBLX SPC Announces Strategic Investment in FlowPrompt.ai and Launches Global AI Hackathon Program
ART Fund SP, part of ChainBLX SPC, has invested in FlowPrompt.ai and launched a global AI builder program. Founders get 10 weeks of access, funding opportunities ($10k–$100k), and a chance to pitch in Los Angeles on June 26, with top teams invited to Davos events. - May 04, 2026 - Flowprompt.ai LLC
Hodson P.I. Named Insurance Defense Investigations Firm of the Year 2026 by Insurance Business Review
Hodson P.I., LLC, a leading private investigations firm specializing in insurance defense, has been named Insurance Defense Investigations Firm of the Year 2026 by Insurance Business Review, a respected industry publication recognizing excellence and innovation across the insurance sector. - May 01, 2026 - Hodson P.I., LLC
Ella Rivkin Featured in Forbes Advisor for Expertise on Small Business Bookkeeping
Ella Rivkin, CEO of ERPS Group, is featured in Forbes Advisor, sharing expert insights on small business bookkeeping and the importance of proper financial structure for business owners. - May 01, 2026 - ERPS Group
mLogica Launches AI-Powered + Deterministic Modernization Platform for Mission-Critical Mainframe Transformation
Purpose-Built SLMs and Deterministic Pipelines Deliver What Generic AI Cannot, as Gartner Warns 70% of AI-Driven Mainframe Exit Projects Will Fail in 2026. - April 30, 2026 - mLogica LLC
BsStrategy Advances AI-Powered Quantitative Trading Solutions for Data-Driven Market Decisions
BsStrategy combines artificial intelligence, quantitative modeling, and risk-aware technology to support more efficient and informed trading decisions in dynamic financial markets. - April 30, 2026 - BsStrategy
Strathmore’s Who’s Who Worldwide Recognizes Charles L. Cooper as a Featured Member
Charles L. Cooper of Greeley, Colorado, has been selected as a Featured Member by Strathmore’s Who’s Who Worldwide. He received this accolade for his outstanding contributions and achievements in the field of finance and retirement planning. About Charles L. Cooper Charles L. Cooper... - April 30, 2026 - Strathmore Worldwide
Harbinger Sports Partners Announces $450 Million Initial Closing of Its Fund I Strategy
Harbinger Sports Partners (“Harbinger”) today announced the successful initial closing of the Harbinger Sports Partners Fund I strategy (the “Fund I Strategy”). Following the closing, Harbinger has secured over $450 million in assets under management related to the Fund I... - April 23, 2026 - Harbinger Sports Partners