Finance News - Page 8

CORAL SPRINGS, Fla., Aug. 16, 2023 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row.

SALT LAKE CITY, Utah, Aug. 15, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1971 on the 2023 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy’s most dynamic segment-its independent businesses.

ATLANTA, Ga., Aug. 15, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2023 Inc. 5000 list of the nation’s fastest-growing private companies. This marks DPR’s inaugural year on the list.

SALT LAKE CITY, Utah, Aug. 14, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its new LO Quick Profile search tool, which provides a summary view of a loan originator’s (LO) production and top referral partners.

SAN DIEGO, Calif., Aug. 10, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT’s proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT’s COO, Phil Rasori.

SAN DIEGO, Calif., Aug. 4, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT’s site to download the full report.

FORT LEE, N.J., Aug. 4, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

SALT LAKE CITY, Utah, Aug. 2, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.

BUFFALO, N.Y., Aug. 2, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience.

NEW YORK, N.Y., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

ELLICOTT CITY, Md., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced Vice President of Customer Success Rachel Cunningham has been named a HousingWire 2023 Women of Influence award honoree. The Women of Influence awards program recognizes the achievements of women who are shaping the U.S. housing economy.

FORT LEE, N.J., July 27, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business.

ELLICOTT CITY, Md., July 26, 2023 (SEND2PRESS NEWSWIRE) — TrustEngine™, a provider of data-driven homebuyer engagement and education solutions for lenders, today announced the release of its latest Mortgage Market Opportunities Report analyzing trends in the frequency of different types of mortgage opportunity alerts through June 2023.

BUFFALO, N.Y., July 26, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.

OXNARD, Calif. and CENTREVILLE, Va., July 25, 2023 (SEND2PRESS NEWSWIRE) — Avenu Insights & Analytics (Avenu), the leading provider of software administration and revenue recovery solutions for state and local governments, has achieved a significant milestone with the award of a Sales & Use Tax Auditing (SUTA) contract by the City of Oxnard, California.

ALPHARETTA, Ga., July 25, 2023 (SEND2PRESS NEWSWIRE) — Today, WaterSignal, LLC is thrilled to share some truly exciting news: WaterSignal, LLC has been acquired by Metron Farnier, LLC! WaterSignal, LLC is delighted to embark on this new journey, which will undoubtedly benefit its valued clients and further enhance its commitment to water conservation and efficiency.

ATLANTA, Ga., July 24, 2023 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, issued its Q2 2023 Homeownership Program Index (HPI). The firm’s analysis revealed a second consecutive quarterly uptick of 0.5% in the number of homebuyer assistance programs available to help people finance homes, raising the number of programs to 2,373.

RICHMOND, Va. and BALTIMORE, Md., July 19, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of Vital Plastics, Inc. (“Vital Plastics” or the “Company”), a high-volume manufacturer and assembler of injection molded plastic products, to Wolverine Capital Partners (“Wolverine Capital”).

BOCA RATON, Fla., July 18, 2023 (SEND2PRESS NEWSWIRE) — Walker Reid Strategies, Inc. is proud to announce the launch of a new division that provides outsourcing engineering services. The division will support MEP firms, architects, engineers, ESCOS, and LEED professionals by supplementing labor shortages and reducing costs through energy modeling, BIM, and code compliance services.

RICHMOND, Va., BALTIMORE, Md., and NEW YORK, N.Y., July 17, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, announces that it has advised BeWell Network, LLC (“BeWell” or the “Company”) on its successful sale to H.E.R. Management, LLC. BeWell is a residential and outpatient behavioral health provider focused on the treatment of substance use disorder.

DES MOINES, Iowa, July 11, 2023 (SEND2PRESS NEWSWIRE) — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, announced today that CEO Laird Nossuli has been named to Mortgage Professional America (MPA) magazine’s 2023 list of Elite Women in Mortgage.

COLORADO SPRINGS, Colo., July 10, 2023 (SEND2PRESS NEWSWIRE) — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

ATLANTA, Ga., July 10, 2023 (SEND2PRESS NEWSWIRE) — In celebration of Disability Pride Month, Down Payment Resource (DPR) has issued a report on the 23 U.S. homebuyer assistance programs that are specifically designed to support people with disabilities and their family caregivers on their journey towards homeownership. While people with disabilities may be eligible for any of the 2,300-plus U.S. homebuyer assistance programs, this report sheds light on programs specially developed to promote accessibility and inclusivity for aspiring homeowners with disabilities. [UPDATED]

SAN DIEGO, Calif., July 7, 2023 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT’s website to download the full report. The increase in June’s lock volume activity, which is based on actual locked loans, comes after a 15% drop in May’s total lock production.

COLORADO SPRINGS, Colo., July 7, 2023 (SEND2PRESS NEWSWIRE) — Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm’s exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

BALTIMORE, Md., July 6, 2023 (SEND2PRESS NEWSWIRE) — The Notary Training Network is pleased to announce the highly anticipated Maryland Notary Training Conference, dedicated to combating document fraud, forgery, and identity theft. The conference will take place on October 21, 2023 at the Best Western Premier Rockville Hotel & Suites in Rockville, Maryland. This conference is open to notaries in all states.

WILLIAMSPORT, Pa., July 6, 2023 (SEND2PRESS NEWSWIRE) — GetHRready today announced a strategic partnership with HR4ALL, JustHRhandbooks, JustHRhotlines and JustHRaudits to ensure every business in America can the best in Human Resources support. Fast, efficient and economical solutions designed to protect every business and help them GetHRready.

COLORADO SPRINGS, Colo., July 5, 2023 (SEND2PRESS NEWSWIRE) — Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

RICHMOND, Va. and BALTIMORE, Md., June 29, 2023 (SEND2PRESS NEWSWIRE) — Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of the Lawn & Garden Division (“Antilles L&G” or the “Company”) of Antilles Power Depot Inc. (“APD”) to Freije Supply Inc. (“Freije Supply”).

PHILADELPHIA, Pa., June 28, 2023 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker dealers together on a single electronic platform, today announced the appointment of Greg Vacura as company president. Mr. Vacura will be working to fulfill Agile’s mission to create a better mortgage-backed securities (MBS) market through increasing liquidity and automation in TBAs, MBS pools, and AOTs.

ATLANTA, Ga., June 28, 2023 (SEND2PRESS NEWSWIRE) — Depth, the leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), welcomes Berry College communications major Jasmynn Innis as its 2023 summer intern.

BUFFALO, N.Y., June 28, 2023 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Rochester, N.Y.-based Premium Mortgage Corporation (Premium Mortgage) is the latest mortgage lender to implement its streamlined point-of-sale (POS) platform LiteSpeed to provide borrowers with a white-labeled, digitally-driven mortgage application experience.

SCOTTSDALE, Ariz., June 27, 2023 (SEND2PRESS NEWSWIRE) — On July 17, 2023, the Millionaire Mastermind Academy, a leading nonprofit organization addressing the barriers to opportunity for underrepresented businesses, will host an economic empowerment “Diversity in Finance” Fireside Chat. The virtual event is part of an ongoing program and is sponsored by Blaylock Van, LLC, the nation’s longest-continuously operating Black-owned investment firm.

STATE COLLEGE, Pa., June 27, 2023 (SEND2PRESS NEWSWIRE) — EnergyCAP, a renowned provider of energy and sustainability enterprise resource planning (ERP) solutions, proudly announces The University of Texas Medical Branch (UTMB) and The University of New Mexico (UNM) have adopted EnergyCAP’s newest solutions: CarbonHub and Wattics, making them the first customers to embrace EnergyCAP’s complete solution suite.

AUSTIN, Texas, June 26, 2023 (SEND2PRESS NEWSWIRE) — In today’s business landscape, where companies are facing the disconcerting reality of losing up to 5% of their revenue to fraudulent activities, the urgency for a reliable and efficient solution is critical. RapidVerify is proud to announce the launch of its innovative Software-as-a-Service (SaaS) platform specifically engineered to address the pressing issue of document fraud.

LAWRENCEVILLE, Ga., June 26, 2023 (SEND2PRESS NEWSWIRE) — Alliance Group, a leading Insurance Marketing Organization based in Lawrenceville, Georgia has forged a strategic partnership with AIMCOR Group and announced its intent to become a member of AIMCOR Group, LLC, a National Insurance Marketing Organization that distributes and services life, disability, LTC and annuity products through a variety of independent, institutional, and alternative channels.

SALT LAKE CITY, Utah, June 23, 2023 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its ROI Calculator, an easy-to-use tool for lenders to see the impact their referral partnerships have on production volume.

LAKE ZURICH, Ill., June 21, 2023 (SEND2PRESS NEWSWIRE) — Dovenmuehle Mortgage, Inc. (Dovenmuehle), a leading mortgage subservicing company, announced that it has hired Patricia McCarthy to be the company’s new vice president of insurance administration. In this role, McCarthy will oversee Dovenmuehle’s insurance department with responsibility for hazard and flood insurance administration, loss drafts, research and the insurance department call center.

NEW YORK, N.Y., June 20, 2023 (SEND2PRESS NEWSWIRE) — Hurricane season is underway and just off the Gulf of Mexico, Tropical Storm Arlene has become the first named storm of the season. With the summer travel season picking up across the country, TravelInsurance.com is taking the time to remind travelers about the importance of protecting their trip costs.

DENVER, Colo., June 16, 2023 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has been named one of the 2023 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent and Best Companies Group.