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Within Financial Services
The Post Oak Group Expands Investment Banking Services Across Key Growth Sectors
The Post Oak Group is expanding its investment banking services with specialized expertise across six sectors: technology, healthcare, business services, industrial, consumer, and energy. The Houston-based firm provides middle-market companies with sector-specific knowledge of industry dynamics, regulatory environments, and connections to specialized investors and strategic buyers. This focused approach delivers tailored capital markets and M&A advisory rather than generic services. - December 23, 2025 - The Post Oak Group
Ascent Equity Group Closes Wandery Fund II and Launches First Distribution, Expanding Into Short-Term Rentals with Strong Investor Momentum
Ascent Equity Group, the physician-founded real estate investment platform, proudly announces the official closing of Ascent Wandery Fund II, their first participation in a fund dedicated to luxury short-term rentals (STRs). - December 23, 2025 - Ascent Equity Group
Houston Investment Bank Post Oak Group Reshapes How Capital Moves Beyond Wall Street
The Post Oak Group, a new Houston-based boutique investment bank, is connecting Texas middle-market companies to institutional capital through expert M&A and capital markets advisory. Led by Managing Director David Chua and Executive Director James Vrachas, it targets high-growth sectors including energy transition, healthcare, and technology. The launch helps regional firms compete with coastal markets for growth financing and exits. - December 21, 2025 - The Post Oak Group
Fruitful Participation, Co-Shaping the Future: CWG Markets’ Active Engagement at SVS Egypt 2025 Financial Summit
CWG Markets made a strong appearance at the SVS Egypt 2025 Financial Technology Summit in Cairo, engaging with industry leaders, investors, and fintech innovators across the MENA region. Through expert-led discussions and a technology-focused exhibition presence, the company showcased its commitment to compliance, innovation, and client-centric financial services, reinforcing its strategic expansion and leadership in the regional market. - December 20, 2025 - Cwg Markets
Juniper Investment Group Secures $24 Million First Close for Fund III and Announces First Acquisition in Laredo, TX
The $100 million multifamily fund partners with family offices and wealth managers to target workforce housing acquisition opportunities in secondary markets. - December 19, 2025 - Juniper Investment Group
The Post Oak Group Launches as Houston's Premier Middle-Market Investment Bank
The Post Oak Group, a Houston-based investment bank, today announced its official launch as a comprehensive middle-market advisory platform offering integrated capital markets and M&A services to companies ranging from emerging growth businesses to established middle-market enterprises. - December 19, 2025 - The Post Oak Group
Blueleaf Capital and Three Vision Partners Acquire Springhill Suites Atlanta Buckhead; Repositioning Plan Underway to Unlock Long-Term Value in Core Atlanta Submarket
Blueleaf Capital, in partnership with Three Vision Partners, has acquired the 220-key SpringHill Suites by Marriott Atlanta Buckhead. The 11-story hotel, located adjacent to the Buckhead MARTA Station with direct access to GA-400 and Lenox Road, will undergo a comprehensive modernization. The investment positions the hotel for long-term performance in one of the Southeast’s most desirable submarkets. - December 19, 2025 - Blueleaf Capital
The DIME Program Redefines Economic Mobility with Five Years of Proven Wealth Distribution
Celebrating five years of impact, the DIME Program is redefining the path to financial independence. By integrating direct wealth distribution with comprehensive wealth literacy, the program empowers the next generation to move beyond participation and into positions of economic power and long-term growth. - December 19, 2025 - DIME Program
Fintec Markets to Showcase Copy Trading Innovation at iFX Expo Dubai 2026
Fintec Markets, a growing copy trading platform, will participate in iFX Expo Dubai 2026 for the first time, showcasing its technology-driven copy trading solutions. The platform allows users to follow experienced traders while maintaining control over risk, emphasizing transparency and responsible market participation. The company aims to engage with industry leaders and highlight how copy trading can support structured and informed trading practices. - December 19, 2025 - Fintec Markets
Seeking Launches Luxury Digital and Print Platform, Appoints Veteran Editor Leslie Frisbee to Lead Editorial Vision
Seeking announced the launch of a new luxury digital and print editorial platform and the appointment of veteran luxury editor and award-winning journalist Leslie Frisbee-Moeller as Editor. She will lead the brand’s editorial vision as Seeking expands its cultural and storytelling presence for its 4M+ monthly global audience. - December 18, 2025 - Seeking
California Coast Credit Union Named One of America’s Best Credit Unions by Newsweek
Newsweek has named California Coast Credit Union one of America’s Best Credit Unions. Cal Coast received the publication’s top five-star rating in their 2026 listing of America’s best credit unions and banks. The annual ranking is based on Newsweek’s analysis of financial... - December 17, 2025 - California Coast Credit Union
Seizing the Opportunity of Fed Rate Cuts: VinceTrust Builds the SOL Gold Growth Portfolio, Opening New Wealth Pathways for Global Investors
Global markets are entering an unprecedented turning point, with rising expectations of Fed rate cuts, gold and core assets regaining focus, and global stock markets entering positive territory. For investors, this is not just a market trend, but also a crucial window to reposition wealth growth. - December 17, 2025 - Vince Trust
Four Industry Veterans Launch Vereo Partners: Bringing Enterprise-Level Benefits Expertise to the Northwest's Mid-Market Employers
Four veteran benefits professionals with over 120 years of combined experience have launched Vereo Partners, a new employee benefits brokerage firm serving mid-market employers across the Pacific Northwest. Launched on December 11, 2025, by Brandon Boynton, Faina Marsh, Ryan Murphy, and Jason Schilperoort, the firm brings enterprise-level benefits expertise to organizations that typically lack access to Fortune 1000-caliber strategic consulting. - December 16, 2025 - Vereo Partners
Up & Coming "Real Estate Queen" Joins Global Family Office Investment Summit Advisory Board
Kristina Krykhtin, often referred to as the “Real Estate Queen,” has joined the Global Family Office Advisory Board and will speak at its Dubai summit. Recognized as Ms. Florida Entrepreneur, she continues to lead conversations on entrepreneurship, real estate investing, and purposeful wealth creation. - December 16, 2025 - Absolut Enterprise LLC
CAT DEFI Introduces a New Asset Yield Arrangement, Drawing Attention to Its Structure and Operational Model
CAT DEFI, a platform focused on the integration of digital finance and real-world assets, has recently announced a new asset yield arrangement. The initiative introduces a systematized redesign of both structure and operational mechanics, drawing market attention to its underlying logic and the way returns are generated. - December 15, 2025 - CAT DEFI
MyB2BNetwork CEO Soujanya Mukka Reveals the "Cure" for Broken B2B Outsourcing on "What The Why?!?"
In a business landscape where 60% of small businesses struggle to find qualified talent, Soujanya Mukka, Founder and CEO of My B2B Network, appeared on the latest episode of "What The Why?!?" hosted by RVN television and streaming on "knetstream.tv" with Barbara Anne... - December 15, 2025 - My B2B Network
Fast Commercial Capital Actively Seeking Businesses and Commercial Real Estate for Acquisition in Miami and Surrounding Areas
Fast Commercial Capital, a premier provider of business acquisition financing and commercial real estate loans, announces that it is actively looking for businesses and commercial properties to purchase. The company is targeting small to mid-size businesses, self-employed entrepreneurs, and... - December 15, 2025 - Fast Commercial Capital
MileageWise Releases Mobile App That Converts Google Maps Timeline Drives Into IRS-Compliant Mileage Log
MileageWise debuts a mobile app that converts Google Maps Timeline drives into IRS-compliant mileage logs on mobile devices. - December 14, 2025 - MileageWise
Jetico Celebrates 30 Years of Innovation & Resilience in Data Protection
Jetico celebrates 30 years of encryption, secure wiping and complete endpoint data protection, highlighting its team through the "Beyond the Code" video series and new sustainability initiatives. - December 12, 2025 - Jetico Inc.
Solar Solutions Düsseldorf 2025 Highlights: Trends Shaping Modern PV Operations
Solar Solutions Düsseldorf 2025 highlighted how electrification, storage growth, digital planning, and rising maintenance demands are reshaping the operational realities of modern PV installation and service teams. - December 12, 2025 - Fieldcode
24hourEDU Announces New Mortgage Loan Originator Pre-Licensing Training Approvals in Massachusetts, Idaho, and Nebraska
24hourEDU.com, a top online mortgage training school, received NMLS approval to offer pre-licensing education courses for aspiring Mortgage Loan Originators in Massachusetts, Idaho, and Nebraska. This expansion broadens their national catalog, providing NMLS-mandated training to mortgage professionals (Loan Officers & Mortgage Brokers) seeking licensure in these states. - December 11, 2025 - 24hourEDU
Alex Hemmat, Board Member and Strategic Director at Card One Introduces New Surcharging Technology
Introduction of Surcharging Feature - December 11, 2025 - Card One
Premier Construction Business Brokers Announces Robust Momentum in 2025 and a Strong Market Outlook for 2026
2025 is shaping up to be one of the strongest years on record for construction business transactions. Fueled by continued demand for infrastructure development, sustained private investment, and increased interest from strategic buyers, the Florida construction M&A market has shown exceptional resilience and growth throughout the year. - December 11, 2025 - Premier Construction Business Brokers
UK Financial Ltd Appoints Alexes Crespo as Chief Financial Officer
UK Financial Ltd strengthens its leadership with Alexes Crespo as CFO as the company moves closer to becoming the world’s first fully compliant tokenized ecosystem. - December 10, 2025 - UK Financial Ltd
P.O.W.E.R. Officially Launches New Association and Coalition to Expose Fraud, Protect Workers, and Restore Fairness in California’s Temporary Staffing Industry
Today, POWER proudly announces its official launch as a laser-focused non-profit organized to take direct action against fraud and criminal activity in California’s temporary staffing industry. - December 10, 2025 - Partnership Organization for Workplace Ethics and Reform
New MTD Security Framework Includes 60-Point Checklist for Practitioners
Ex-Capium Founder Publishes New MTD Security Framework Ahead of 2026 Income Tax Rollout New compliance guide addresses critical security gaps in HMRC's Making Tax Digital guidance - free security checklist available for UK accounting firms. As Making Tax Digital (MTD) for Income Tax Self... - December 10, 2025 - PPCS
SBA Mastery Academy Launches Professional Training Platform for SBA Lending Success
SBA Mastery Academy, founded by industry expert Pamela Coleman, provides professional training in SBA 7(a) and 504 lending to entrepreneurs and finance professionals. Through lender-aligned curriculum, the Academy teaches tax analysis, loan packaging, and credit evaluation—empowering students to secure funding, increase approval rates, and build financially resilient businesses. - December 09, 2025 - SBA Mastery Academy
Group-Q Broadens Industry Expertise by Adding Two New Strategic Advisors
Joe DiDamo and Candace Palangi Join Group-Q’s Leadership Team Group-Q, a leading architect of global growth in the language services industry, today announced the appointment of two accomplished Strategic Advisors: Joe DiDamo and Candace Palangi, effective 12/8/2025. These key appointments... - December 08, 2025 - Group-Q
TaxStackAI Founder Featured in Accounting Today: New Article Highlights How Small Firms Can Scale Without Compromising Culture or Client Experience
TaxStackAI, a technology-enabled advisory firm supporting accountants, tax professionals, and businesses navigating Puerto Rico’s Act 60 incentives, is proud to announce the publication of a new thought-leadership article by its founder, Rachel Farris, in Accounting Today. The article,... - December 06, 2025 - Rachel Farris, CPA
Acenteus CCA Global Ltd Introduces Tech Enabled Outsourced Accounting Support for UK Firms
Acenteus CCA Global Ltd announces the launch of its cloud enabled outsourced accounting and finance services for UK accountants, audit firms, and growing businesses seeking reliable compliance and back office support. - December 05, 2025 - Acenteus CCA
Healthcare Services Group Adds Director of Business Development
HSG Family of Companies hires former broker to lead sales and marketing efforts in Missouri, Kansas, and Illinois. - December 05, 2025 - Healthcare Services Group
TPT Global Tech Secures European ISIN for Its $40 Million Tokenized Bond Offering Through Luxembourg-Domiciled Securitization Vehicle in Partnership with Realiz
TPT Global Tech, Inc. ("TPT" or "the Company") (OTCBB: TPTW), a San Diego-headquartered leader in global technological innovations, telecommunications, and digital media infrastructure, today announced the issuance of its European International Securities Identification Number... - December 04, 2025 - TPT Global Tech, Inc.
JCBank Launches iGrad Student Financial Literacy Program for Local Indiana School District
JCBank has partnered with iGrad to launch a student financial literacy platform for 11th-grade high school students in the Clark-Pleasant Community School Corporation in Indiana. The platform aims to equip students with practical money management skills to meet Indiana's new financial literacy graduation requirements. - December 03, 2025 - iGrad
Restaurant Owners Warned: New Year-End Tax Assessment Reveals $15K+ in Missed Savings
The Restaurant CPAs have released a free Restaurant Tax Risk Assessment to help operators uncover $15k+ in missed savings before Dec. 31. Built with leading restaurant accounting expert Adam Berebitsky, the tool reveals overlooked credits, tip-related tax issues, depreciation opportunities, and other common blind spots. Owners get a quick, personalized report showing their risk level and where savings may exist. - December 03, 2025 - The Restaurant CPAs
Waident Technology Solutions Hosts Second Givemas to Support Naperville Nonprofits and Volunteers
Waident Technology Solutions announces the return of Givemas, a community initiative supporting Naperville-area nonprofits. On December 4, Waident’s Naperville office will host a free pop-up shop offering overstock goods to nonprofit staff and volunteers. The 2025 event expands on last year’s success, which distributed items to 12 organizations. - December 03, 2025 - Waident Technology Solutions
TheCalcoloIVA.com Launches New Free Tax Tools for Freelancers and Businesses
TheCalcoloIVA.com has launched a complete suite of free, easy-to-use online tools designed to simplify tax calculations for freelancers, professionals and small businesses. - December 03, 2025 - TheCalcoloIVA.com
NAFA Celebrates Inspirational Leadership of Heather Kane with 2025 Bo Johnson Spirit Award
NAFA, the National Association for Fixed Annuities, presented industry champion Heather Kane with the 2025 Bo Johnson Spirit Award for Lifetime Achievement for her passion for and relentless pursuit of enhancing independent annuity distribution. The award was given at NAFA’s 17th annual Annuity Distribution Summit in Savannah, Ga., in front of NAFA’s largest audience in conference history, many of whom have benefitted from Kane’s collaboration, selflessness and dedication. - December 02, 2025 - NAFA, National Association for Fixed Annuities
Balitecture Launches Black Friday Deals with SUKU Residences
Balitecture, an Australian-owned leading property developer in Bali has just launched Black Friday deals for their newest development called SUKU Residences. - December 02, 2025 - Balitecture
SmallBiz Ledger Announces Official Launch, Bringing Modern, Reliable Accounting Support to Small Businesses Nationwide
SmallBiz Ledger, a new accounting services firm dedicated to supporting small businesses across the United States, today announced its official launch. The company offers comprehensive bookkeeping and accounting solutions designed to help entrepreneurs maintain financial clarity, operational... - December 02, 2025 - SmallBiz Ledger
Black Financial Advisor Warns "Beware the Merchants of Debt!"
Certified Financial Planner Jayson Thornton warns the Black community to "Beware the Merchants of Debt." Problematic consumer debt disproportionately affects Black Americans, even those with higher incomes. Thornton highlights two threats: Debt Traps: High-interest loans from pay-advance apps (up to 383% APR) and short-term lenders (200%–500% APR) which keep consumers paying fees. Fake Gurus: Scams using unrealistic guarantees, high-pressure tactics, pyramid structures, and hidden fees. - December 01, 2025 - Pocket Watcher LLC
Pacific Crest Insurance Announces Ben Howard
Pacific Crest Services Welcomes Insurance Industry Veteran Ben Howard as Director of Carrier & Agency Relations - November 26, 2025 - Pacific Crest Services
FLAMGP Provides Market Analysis and Outlines Institutional Risk-Management Approach
On Monday, bitcoin briefly moved above the $88,000 mark. The recovery follows last week’s decline, though digital asset markets continue to show caution. Global traders are assessing the recent sell-off, and Fleet Asset Management Group (FLAMGP), in an official statement, analyzed current... - November 25, 2025 - Fleet Asset Management Group
Acumen International Launches the Acumen Global Alliance, a Partner Network Enabling Compliant International Hiring Across 190+ Countries
Acumen International has launched the Acumen Global Alliance (AGA), a partner network enabling recruitment, HR, consulting, and HR-tech organisations to support clients with compliant international hiring across 190+ countries. AGA provides access to Acumen’s global employment solutions, including EOR, payroll, benefits, compliance, immigration support, and contractor transitioning. - November 25, 2025 - Acumen International: Global EOR | PEO
ScottMadden Appoints Andy Flores as Chief Executive Officer
Andy succeeds Brad Kitchens, who is retiring after more than 30 years of dedicated service and exceptional leadership. Andy's promotion marks the next chapter in ScottMadden's long history of strategic growth, innovation, and client success. - November 25, 2025 - ScottMadden
Antravia Launches the Travel Agent Finance Guide for U.S. Travel Advisors
Antravia, the U.S.–based accounting and financial advisory firm for travel agents, tour operators, hotels and hospitality businesses, has released the Travel Agent Finance Guide, a complete, structured resource designed to help U.S. travel advisors build stronger, more profitable, and more resilient businesses. - November 25, 2025 - Antravia Advisory
My Income Tax Refund Inc. Expands Services to Simplify the Tax Refund Process for Americans Nationwide
My Income Tax Refund Inc., based in Houston, TX, simplifies the tax filing process with fast, accurate, and secure refund services for individuals and businesses nationwide. Using expert tax professionals and advanced technology, the company helps clients maximize refunds while reducing stress. - November 23, 2025 - My Income Tax Refund Inc
Roulette77 Presented an APK Version of the Game for Users in India
The mobile version of the game is now available for direct installation, without Google Play. - November 22, 2025 - Roulette77
Way Better Insurance Announces Local Hiring Push Ahead of New B Street Office Opening in Babcock Ranch
Way Better Insurance is launching a local hiring push as it prepares to open its new B Street office in Babcock Ranch in early 2026. While construction continues, the agency is operating from its Fort Myers headquarters and building a dedicated team of community-focused agents who live in or near Babcock Ranch. The expansion reflects strong growth in the area and the agency’s commitment to providing personalized home, auto, flood, and hurricane insurance solutions for local residents. - November 22, 2025 - Way Better Insurance, Inc.
Tax Stack AI Founder Rachel Farris, CPA, Delivers Webinar on Rebuilding the Pipeline With Technology, Mentorship, and Entrepreneurship
On November 19, 2025, Rachel Farris, CPA, entrepreneur and founder of TaxStackAI.com, led a live webinar exploring one of today’s most urgent challenges: rebuilding the professional pipeline. Her talk centered around three pillars she believes will define the future: technology, mentorship,... - November 22, 2025 - Rachel Farris, CPA
CreditBlockchain Mobile Application Overview: Real-Time Tracking and Daily Cloud Mining Management
The CreditBlockchain mobile application is described by the company as a tool for participating in cloud-based cryptocurrency mining. According to the company, the application offers real-time tracking, various contract options, and daily settlement features. Introduction Cloud-based... - November 21, 2025 - Credit Blockchain