Fora Financial, a trusted provider of flexible funding solutions, has unveiled its 2025 Business Insights Report. The comprehensive study explores how small and mid-sized business owners are approaching the challenges and opportunities of the coming year from managing inflation and cash flow to leveraging technology for growth.
Loan Hunter, a New York-based fintech leader specializing in credit portfolio optimization, has officially launched as an independent company. The platform, developed by industry experts from public credit, private credit, and BDC sectors, is set to revolutionize the way credit investment managers approach portfolio management, leveraging cutting-edge AI technology to maximize returns, ensure compliance, and streamline investment decision-making processes.
WLTH Capital Management, an independent wealth management firm, officially launched today. The firm, founded by Cean Kenefick-Rogers, CFA®, CFP®, AIF®, former Co-Founder and CEO of Ironwood Wealth Management, specializes in delivering personalized and strategic financial planning services to clients with complex needs across the nation.
Xero, the global small business platform, has announced a new integration with Karbon, a leading accounting practice management platform. This collaboration delivers a solution designed to simplify workflows, save time, and boost productivity for accounting professionals, addressing the evolving challenges faced by modern accounting firms.
Ziegler is pleased to announce the successful pricing of Twin Lakes Community’s $35,310,000 Series 2025A and 2025B Bonds, a significant milestone in supporting the nonprofit senior living community’s continued growth and expansion. The proceeds from the Series 2025 Bonds will help finance Phase 2 of the Stockton project and other important initiatives for Twin Lakes Community.
Financial Synergies, a renowned wealth management firm, has successfully completed the final phase of its transition strategy, ensuring long-term independence, leadership continuity, and cultural alignment. As part of this transition, the firm has named eight new Partners to its ownership team, reinforcing its deep commitment to its clients and expanding employee ownership.
Magnolia Bank, a community-based financial institution with over 100 years of service, has unveiled LiaFi, an innovative fintech platform built specifically to empower small and medium-sized businesses (SMBs). LiaFi enables business owners to earn interest on idle cash while improving cash flow visibility—without requiring a change to their current banking relationships.
Autobooks, a leading provider of receivables, accounting, and cash flow management tools integrated within digital banking, has announced the acquisition of Allied Payment Network. This strategic acquisition strengthens Autobooks’ platform by adding business bill pay capabilities, empowering financial institutions to offer small businesses a comprehensive finance solution.
Women We Admire is proud to unveil the Top 25 Women Chief Investment Officers of 2025, spotlighting exceptional female leaders reshaping global finance. These CIOs are instrumental in defining investment strategies across a broad spectrum of organizations—from multinational corporations and major insurers to nonprofits and universities—each influencing markets, industries, and the broader economy.
Dynamic Decisions, a new accounting firm in Dallas, has officially opened its doors, bringing a fresh approach to bookkeeping, accounting, and fractional CFO services. Specializing in businesses within the services industries, bookstores, and coffee shops, Dynamic Decisions is redefining the role of an accountant by emphasizing collaborative relationships over transactional services.
