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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 3 Min Read The Fynancial team with the "Best in Show" trophy. Your brand always visible.

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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

Startup 52
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Your home office must serve as either your principal place of business, a space for meeting clients, or exist as a separate structure dedicated to business activities. Whether you’re a high earner, a startup employee, or a private investor, simplify your taxes today. Unlock your financial potential with our ultimate tax solution.

Taxes 52
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Global Expansion: The Next Big Move for Indian Startups in 2025

Trade Brains

Indian startups are no longer in the motive of just catering to the domestic markets. Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. New York’s BAT VC is committed to create USD 100 M to US-India tech startups.

Startup 69
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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. You said and service Service exactly what a fast growing startup needs.

Banking 130