Previous 2024 wins include Top Workplaces USA and Culture Excellence BOSTON – InvoiceCloud, a leading solution for digital bill payment services, has been named to Energage’s 2024 Top Workplaces in Technology list. Top Workplaces Industry awards celebrate organizations that have built people-first workplace cultures and mark them as employers of choice for those seeking employment in their respective industries. The list is based entirely on employee feedback … Continue reading InvoiceCloud Named Top Workplace in Technology 2024

Under Haskins’ leadership, firm strengthens holistic wealth management and family office framework with new estate planning services MINNEAPOLIS – Nepsis®, Inc. (“Nepsis”), a national financial advisor and investment management firm, continues to strengthen its management team with the appointment of Malia Haskinsas the firm’s inaugural vice president of estate planning. Haskins will oversee the new estate planning services, working closely with the firm’s tax division to … Continue reading Nepsis® Appoints Malia Haskins as VP of Estate Planning

James Burton brings decades of financial industry leadership experience with proven track record of driving innovation and executing growth plans OVERLAND PARK, Kan. – Prime Capital Investment Advisors (PCIA) announces the appointment of James Burton as the newly elected Independent Director of the firm’s Board of Directors. With a distinguished career in financial services, Burton’s extensive industry knowledge, strategic thinking, and innovative approach are set … Continue reading Prime Capital Investment Advisors Welcomes James Burton as Independent Director of Advisory Board

Newest Executive Addition at Fast Growing Clear Street Led CBOE Through Decades of Transformation NEW YORK – Clear Street (“Clear Street,” “the Company”), a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, is pleased to welcome Edward Tilly to the firm as President. Edward Tilly joins Clear Street after a successful decade-long tenure as Chief Executive Officer at CBOE Global Markets, … Continue reading Clear Street Welcomes Industry Veteran Edward Tilly as President

Seasoned consumer finance executive succeeds Co-Founder Krishna Gopinathan, who will remain on ADF’s Board SAN DIEGO – Applied Data Finance (ADF), which operates a leading technology-enabled consumer lending services platform, today announced the appointment of Joseph Toms as its new Chief Executive Officer. Toms, who most recently served as the Head of Consumer Lending at Axar Capital and has been a member of ADF’s Board since … Continue reading Applied Data Finance Appoints Joseph Toms as CEO

GRAND RAPIDS, Mich. – Acrisure today announced Aaron Miller as Chief Financial Officer, reporting to Co-Founder, Chairman and CEO Greg Williams. “In the last few years, Acrisure has defined itself as a Fintech company that combines a proprietary artificial intelligence platform with colleagues who have earned the trust of millions of clients” Post this Miller joins Acrisure from the Abu Dhabi Investment Authority (ADIA). At ADIA, … Continue reading Acrisure Names Aaron Miller as Chief Financial Officer