OriginatorTech Deep Dive, a collaborative education series for forward-thinking finance and real estate professionals, will spotlight a groundbreaking solution that has redefined the home buying experience. The session will feature tech visionary Pavan Agarwal, CEO and Founder of AngelAi, joined by Mark Dimas, President and Co-Founder of Realty of America to discuss the critical role of transparency, truth and technology.

Answering overwhelming advisor demand, Holistiplan launches a high-impact, CFP® CE-eligible Tax Planning Lab to elevate tax planning into a front-line growth driver.

Company veteran and top producer brings 30+ years of experience to national leadership role

THE BANK CROSSED THE $500 MILLION MILESTONE IN SHAREHOLDERS' EQUITY FOR THE FIRST TIME IN ITS HISTORY

The renewed embedded AP payments partnership expands optimized payment operations with industry-leading fraud protection and the ability to reach and convert longtail suppliers through fully managed payments.

Local Entrepreneurs Launch Exit Planning Franchise to Help Business Owners Maximize Value and Prepare for Successful Transitions

Angel Ai proudly hosted the U.S. Strategy for AI & Crypto Summit (USSAIC) on July 8, 2025, at the prestigious National Press Club, drawing over 150 global attendees, including top leaders in technology, finance, and government. Was invited to Senate hearings on Digital Market Assets shaping policy to keep America first in Blockchain and Ai

Australian Market Reactions and Policy Implications Unpacked as ARC Capital Venture Interprets Central Bank's Strategic Hold in a Complex Inflationary Landscape

Led by local business expert Brent Stringer, the new Fort Wayne location brings Exit Factor's proven strategies to help entrepreneurs increase profitability and prepare for successful business exits throughout Indiana.

Former First Republic Bank executive David Lichtman has been appointed to the Board of Directors for River City Bank

New Exit Factor Location Aims to Support Raleigh Entrepreneurs with Tailored Strategies for Growth, Profitability, and Successful Exits

On July 8, 2025, the nation’s top policymakers, technologists, and financial innovators will convene at the National Press Club for the U.S. Strategy for AI & Crypto (USSAIC) Congressional Exchange, a landmark event designed to shape the future of digital assets and artificial intelligence policy in the United States.

Industry veterans Lambros Georgallas and Joseph Farley join Brean Capital to lead the new Capital Optimization and Repo Execution initiative

Company-wide effort delivers over one ton of essential goods to local nonprofits serving Orange County's most vulnerable

World Future Awards honors VVater’s breakthrough technology, which is powering the future of clean water

Now in its fourth year, the bi-weekly YouTube series offers honest, engaging insights into IRS processes, tax debt solutions, and what struggling taxpayers need to know

Empowering employees and partnering locally to create lasting community impact

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

Promotions into New Roles Help Drive Efficiency, Enhance Operations, and Strengthen Credit Management

New Exit Factor Location Aims to Support Portland Entrepreneurs with Tailored Strategies for Growth, Profitability, and Successful Exits

New O'Fallon Location Brings Proven Exit Planning Strategies to Local Small and Mid-Sized Business Owners

Helping Bay Area Business Owners Increase Value and Plan for a Profitable Exit

The Partner Portal delivers onboarding, training, co-branding tools, and AI-enabled support to empower partners driving decentralized water solutions.

Seven countries take center stage as new survey results reveal which national health systems are fast-tracking - or falling behind - in digital health transformation.

Industry Whispers Suggest a New Powerhouse in the Making: A Technology-Driven Unicorn from Eastern Europe Could Be on the Horizon

As global investors increasingly shift focus toward innovative infrastructure in the Web3 and blockchain sectors, market analysts and insiders are quietly discussing the rise of a new contender, one that is redefining traditional digital systems through Blockchain-as-a-Service, decentralized identity solutions, and next-generation financial platforms.

B&N Mining, LLC Expands Holdings in California With Acquisition of 1,225 Acres Across Key Districts

Helping Business Owners Maximize Profit, Efficiency and Value for a Stronger Future in Beverly Hills

Leading provider of embedded B2B payment solutions to showcase innovations in AP Payments as a Service, Card by Mail, and AI-powered Supplier Management at REV2025.

Innovative Card Payment Solution Achieves 8X Industry Average Acceptance Rate, Expands to Higher-Value Suppliers

Leading Tax Resolution Firm Recognized for Outstanding Customer Support and Innovation for Sixth Consecutive Year

New Report Ranks Top Vendors and Reveals Strategic ROI Insights from Healthcare Finance Leaders

Stephanie Zarate, Chief Accounting Officer and Treasurer for McClatchy Media, will be joining the Board

Exit Factor Launches in Livonia to Help Business Owners Plan and Profit from Successful Exits

Renowned banking leader joins Climate First Bank to drive sustainable growth

New Vendor Performance Metrics Help Healthcare Organizations Navigate Rapid Shifts in Automation, Patient Financial Engagement and Economic Uncertainty

Fund II continues strategy of partnering with lower middle-market entrepreneur and family-owned businesses across the Built Environment

Consumer education campaign empowers taxpayers with tools to detect and prevent tax-related fraud amid a rise in sophisticated scams.

Helping Business Owners Take Control, Increase Value, and Prepare for a Successful Exit

Experienced executives Daniel Richard and Jake Kirby will lead growth & technology strategies for Vcheck. 

This is the second time in as many years that Sapience has been honored with the award