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KBKG Announces Enhancements to Dash.tax, Streamlining R&D Tax Credit Claims for CPAs, Startups and Small Businesses
Banking & Financial ServicesProduct Announcements

KBKG Announces Enhancements to Dash.tax, Streamlining R&D Tax Credit Claims for CPAs, Startups and Small Businesses

March 5, 2025 12:00 PM

KBKG, a leader in tax credits and incentives solutions, has introduced significant enhancements to Dash.tax, its innovative tax automation platform designed for CPAs, startups, and small businesses. The latest updates further streamline the process of claiming R&D tax credits, ensuring businesses can efficiently apply credits to payroll taxes, maximize state-level benefits, and access enhanced audit support.New Features to Optimize R&D Tax...

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Afterschool Special: Mother-Daughter Tutoring Team Helps Students Facing Housing Instability
Banking & Financial ServicesEnvironmental, Social and Governance

Afterschool Special: Mother-Daughter Tutoring Team Helps Students Facing Housing Instability

March 5, 2025 11:00 AM

"I want to be with her!"With a greeting like that, it's no wonder Mondays are Layknn Davidson's favorite day of the week.If you're thinking the rock star shoutouts are from her high school classmates, think again. Davidson's accolades come from the elementary students she tutors through Brightlane Learning - students experiencing homelessness and housing insecurity.Troubled by seeing students fall behind in their schoolwork from absences due to...

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Moov Financial and SouthState Bank Enable Real-Time Push and Pull to Debit
Banking & Financial ServicesPartnerships

Moov Financial and SouthState Bank Enable Real-Time Push and Pull to Debit

March 5, 2025 10:00 AM

Moov Financial, a leading provider of modern payment processing infrastructure, today announced a relationship with SouthState Corporation (NYSE:SSB), ranked among the top 30 largest banks in the United States, to allow Moov's customers to benefit from near-instant online payments via funds-in/funds-out capabilities to eligible debit cards through Moov's direct processor integrations to the major card networks Visa and Mastercard.Through this...

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Mariner Creates Unique Pathway for Advisory Firm Succession and Seamless Client Experience with Ocean Heights Advisors Transition
Banking & Financial ServicesCompany Update

Mariner Creates Unique Pathway for Advisory Firm Succession and Seamless Client Experience with Ocean Heights Advisors Transition

March 5, 2025 9:45 AM

Mariner, a privately held national financial services firm, today announced a strategic transition that underscores its commitment to providing financial advisors with a clear and seamless succession pathway. Ocean Heights Advisors, a Newport Beach, Calif.-based wealth management firm with $730 million in assets under advisement, will transition from the Mariner Independent platform fully to Mariner, exemplifying the firm's approach to long-term...

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Fintech Sandbox Announces Global Startups Presenting at Demo Day 11
Banking & Financial ServicesCompany Update

Fintech Sandbox Announces Global Startups Presenting at Demo Day 11

March 5, 2025 9:00 AM

Today, Fintech Sandbox, a nonprofit that provides early-stage fintech startups around the world with free access to critical datasets and infrastructure through its Data Access Residency, unveiled the lineup of global startups for Demo Day 11. This free, virtual event will take place on April 28, and is being presented during UK Fintech Week for the first time. It will feature five pioneering startups demonstrating solutions developed during...

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Sidoti Events, LLC Announces Strategic Partnership With Stocktwits To Enhance Retail Investor Conference Engagement
Banking & Financial ServicesConferences

Sidoti Events, LLC Announces Strategic Partnership With Stocktwits To Enhance Retail Investor Conference Engagement

March 5, 2025 8:00 AM

Sidoti Events, LLC ("Sidoti Events"), an affiliate of Sidoti & Company, LLC, along with Stocktwits, the world's leading social network for investors and traders, announced a strategic partnership involving Sidoti Events' virtual conferences. This collaboration aims to enhance Sidoti Event's extensive conference outreach and marketing services through:Enhanced Distribution: Presenting companies at Sidoti Events' conferences will have their...

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Grain Secures Over $50 Million to Launch AI-Driven Foreign Exchange Optimization and Hedging Platform
Banking & Financial ServicesFinancing

Grain Secures Over $50 Million to Launch AI-Driven Foreign Exchange Optimization and Hedging Platform

March 5, 2025 8:00 AM

Grain, a fintech company transforming foreign exchange (FX) into a competitive advantage for cross-border commerce platforms, announced today that it has raised over $50 million in funding. The company recently closed a $33 million Series A round led by Bain Capital Ventures, with participation from existing investors Aleph, Vesey Ventures, and Hanaco Ventures, following an earlier $18 million seed round. Grain's technology optimizes FX for...

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Roemer Capital Invites Certain Holders to Tender Gazpru 4.95 03/23/27 Regs Notes (ISIN: XS1585190389)
Banking & Financial ServicesCompany Update

Roemer Capital Invites Certain Holders to Tender Gazpru 4.95 03/23/27 Regs Notes (ISIN: XS1585190389)

March 5, 2025 4:40 AM

ROEMER CAPITAL (EUROPE) LIMITEDAnnouncement of Invitation to Voluntary Tender to the holders of Gaz Capital S.A. USD 4.950 per cent. Loan Participation Notes due 2027 (ISIN: XS1585190389, Bloomberg: GAZPRU 4.95 03/23/27 REGS) ("Notes").THIS INVITATION WILL EXPIRE AT 16:00 UTC ON 26 FEBRUARY 2025 ("EXPIRATION TIME").Roemer Capital (Europe) Limited (the " Purchaser ") is inviting certain holders of Notes to tender for the sale of up to USD...

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IXOPAY Launches Payment Account Reference Solution, Deepening Customer Insights in Digital Commerce
Banking & Financial ServicesProduct Announcements

IXOPAY Launches Payment Account Reference Solution, Deepening Customer Insights in Digital Commerce

March 5, 2025 12:00 AM

IXOPAY, a leading provider of enterprise-grade payment orchestration, today announced the launch of its Payment Account Reference (PAR) solution, enabling merchants and payment platforms to link transaction data across multiple payment channels and methods. This gives marketing and customer-facing teams unprecedented visibility into purchasing behavior across payment methods, making PAR a powerful tool for delivering the personalized shopping...

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OMNICOMMANDER Launches 1st Security Bank of Roundup's New Website In Record Time
Banking & Financial ServicesPartnerships

OMNICOMMANDER Launches 1st Security Bank of Roundup's New Website In Record Time

March 4, 2025 6:50 PM

In response to Fiserv's decision to sunset its website hosting services, 1st Security Bank of Roundup has successfully launched a brand-new, ADA-accessible website-becoming OMNICOMMANDER's first financial institution to go live under these new circumstances. The website, designed and developed by OMNICOMMANDER, was completed in an impressive 15 business days, ensuring uninterrupted service for the bank's customers.Recognizing the urgency of the...

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Investments & Wealth Institute Rebrands its Award-Winning Bimonthly Publication as ‘Investments & Wealth Review’
Banking & Financial ServicesCompany Update

Investments & Wealth Institute Rebrands its Award-Winning Bimonthly Publication as ‘Investments & Wealth Review’

March 4, 2025 1:30 PM

The Investments & Wealth Institute (the Institute) - the premier credentialing body, continuing education resource, and professional membership association for elite financial advisors and wealth management professionals - has launched Investments & Wealth Review (The Review), a new iteration of its hallmark publication, formerly known as Investments & Wealth Monitor.The Review is the Institute's bimonthly, award-winning, peer-reviewed magazine,...

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FireKeepers Casino Hotel Selects Passport Technology’s Cash Access Payment Suite
Banking & Financial ServicesCompany Update

FireKeepers Casino Hotel Selects Passport Technology’s Cash Access Payment Suite

March 4, 2025 12:00 PM

Passport Technology ("Passport"), a global leader in innovative payment technology and customer engagement solutions to the gaming industry, today announced the exclusive multi-year partnership and selection of Passport's full suite of payment and cash access products by FireKeepers Casino Hotel ("FireKeepers").Passport's complete technology ecosystem and full suite of payments afford FireKeepers several innovative advantages to delight its...

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Sturgis Bancorp, Inc. Reports Financial Results for Full-Year 2024
Banking & Financial ServicesEarnings

Sturgis Bancorp, Inc. Reports Financial Results for Full-Year 2024

March 4, 2025 11:30 AM

Sturgis Bancorp, Inc. (OTCQX:STBI) today reported for the fourth quarter and full-year 2024:Key Quarterly HighlightsNet income of $2.0 million.Earnings per share of $0.91.Paid dividend of $0.17 per share.Total assets increased to $956 million.Deposits increased to $814 million.The Bank maintained strong capital ratios, exceeding "well capitalized" requirements, with Tier 1 leverage capital at 7.89%.Key Full-Year HighlightsNet income of $2.8...

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D. Boral Capital Acted as Joint Bookrunner to LZ Technology Holdings Limited (Nasdaq: LZMH) in Connection with its $7.2 Million Initial Public Offering
Banking & Financial ServicesIPO

D. Boral Capital Acted as Joint Bookrunner to LZ Technology Holdings Limited (Nasdaq: LZMH) in Connection with its $7.2 Million Initial Public Offering

March 4, 2025 10:15 AM

On Feb. 28, 2025, LZ Technology Holdings Limited (NASDAQ:LZMH) ("LZ Technology" or the "Company"), an information technology and advertising company, announced the successful closing of its initial public offering of 1,800,000 Class B ordinary shares, par value $0.000025 per share (the "Class B Ordinary Shares"), at a public offering price of $4.00 per share. The offering generated total gross proceeds of approximately $7.2 million, before...

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Rotunda Capital Partners Announces Promotions of Rona Kennedy and Rohit Dhake
Banking & Financial ServicesCompany Update

Rotunda Capital Partners Announces Promotions of Rona Kennedy and Rohit Dhake

March 4, 2025 10:12 AM

Rotunda Capital Partners ("Rotunda"), an operationally focused private equity firm that partners with family-founder owned businesses, is proud to announce the promotions of Rona Kennedy to Partner, Chief Financial Officer, and Chief Compliance Officer, and Rohit Dhake to Managing Director. These promotions reflect their exceptional leadership, expertise, and commitment to Rotunda's values.Since joining Rotunda in 2019, Rona has been a driving...

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Navigating by the Stars To Achieve a Brighter Future for Hometown Scientists
Banking & Financial ServicesEnvironmental, Social and Governance

Navigating by the Stars To Achieve a Brighter Future for Hometown Scientists

March 4, 2025 10:00 AM

Originally published on U.S. Bank company blogIn 2013, to avoid monitoring by his manager, a truck driver at a New Jersey engineering firm purchased an illegal $50 GPS jammer that plugged into his vehicle's cigarette lighter. The device inadvertently also jammed the satellite system navigation capabilities of the entire Newark airport every time he drove by. The signals emanating from the vehicle were blocking the reception of GPS frequencies...

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Saddle Ridge Capital Partners Launches With Entrepreneurial Vision to Build and Scale a High-Growth Company
Banking & Financial ServicesCompany Update

Saddle Ridge Capital Partners Launches With Entrepreneurial Vision to Build and Scale a High-Growth Company

March 4, 2025 9:00 AM

Saddle Ridge Capital Partners, a newly launched entrepreneurial investment firm, is set to redefine entrepreneurship with a highly personal, technical and structured approach to value creation. Led by Omar Garza, a former engineer at Noble Energy (Chevron) and private equity investor at Kohlberg & Co, the firm focuses on sectors that benefit from long-term tailwinds, process optimization, technological integration, and scalable operational...

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TFS Financial Partners with Beautifi to Offer Medical Equipment Financing to Clinics and Practitioners
Banking & Financial ServicesCompany Update

TFS Financial Partners with Beautifi to Offer Medical Equipment Financing to Clinics and Practitioners

March 4, 2025 8:00 AM

TFS Financial (TFS), a provider of finance solutions for U.S. and Canadian equipment manufacturers, dealers, resellers, and marketplaces, has entered into a partnership with Beautifi, one of Canada's fastest-growing healthcare-related finance and technology companies, to provide equipment financing solutions to healthcare practitioners and clinics. The relationship represents a significant expansion for TFS Financial, which has successfully...

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Tortoise Capital Provides Unaudited Balance Sheet Information and Asset Coverage Ratio Updates as of February 28, 2025, for TYG and TEAF
Banking & Financial ServicesCompany Update

Tortoise Capital Provides Unaudited Balance Sheet Information and Asset Coverage Ratio Updates as of February 28, 2025, for TYG and TEAF

March 3, 2025 7:45 PM

Tortoise Capital today announced the following unaudited balance sheet information and asset coverage ratio updates for closed-end funds TYG and TEAF.Tortoise Energy Infrastructure Corp. (NYSE:TYG) today announced that as of Feb. 28, 2025, the company's unaudited total assets were approximately $1.1 billion and its unaudited net asset value was $836.1 million, or $48.51 per share.As of Feb. 28, 2025, the company's asset coverage ratio under the...

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Kingsway to Host Investor Day at the New York Stock Exchange on Monday, May 19, 2025
Banking & Financial ServicesCompany Update

Kingsway to Host Investor Day at the New York Stock Exchange on Monday, May 19, 2025

March 3, 2025 3:15 PM

Kingsway Financial Services Inc. (NYSE:KFS)("Kingsway" or the "Company") today announced that it will host an Investor Day following their Annual General Meeting of shareholders in New York City on Monday, May 19, 2025.President and Chief Executive Officer, John T. Fitzgerald, along with Kent A. Hansen, Executive Vice President and Chief Financial Officer and members of the management team will discuss a range of topics covering the Company's...

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