Newsroom | 16855 results

PALO ALTO, Calif.--(BUSINESS WIRE)--Navan, Inc., an all-in-one business travel, payments, and expense management platform, today announced that it has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission related to a proposed initial public offering of its Class A common stock. The number of shares to be offered and the price range for the proposed offering have not yet been determined. Navan has applied to list its Class A common stock on the Nasdaq Globa...

NEW YORK--(BUSINESS WIRE)--Winged Keel Group (“Winged Keel”) is pleased to announce that Sean O’Reilly has recently joined the company as Chief Operating Officer. As the firm continues its rapid expansion as the premier national platform for the structuring, implementation, and administration of high-end life insurance, Sean is responsible for managing the firm’s day-to-day operations in support of Winged Keel’s growth initiatives. These responsibilities include scaling existing businesses and...

SAN DIEGO--(BUSINESS WIRE)--CWDL, a leading provider of accounting and advisory services to mortgage companies, Arizona governmental entities, and closely held businesses, has announced a strategic rebrand to Advisent. As part of this new chapter the firm will be joining Crete Professionals Alliance, a national platform of over 20 independent accounting firms that enhances each firm’s local operations by leveraging national resources for growth, innovation, and career advancement. The move refl...

SAN FRANCISCO--(BUSINESS WIRE)--Numeral, the AI-powered sales tax compliance platform, today announced a $35 million Series B led by Mayfield, with participation from Benchmark, Uncork Capital, Y Combinator, and Mantis. The announcement follows a year of rapid growth for Numeral, which has processed over $5 billion in transaction volume, filed 150,000 sales tax returns, and achieved 3.5x year-over-year revenue growth. Sales tax has become one of the most complex and costly compliance issues fac...

NEW YORK--(BUSINESS WIRE)--DLA LLC (DLA), a leading accounting and advisory firm, is pleased to announce the appointment of Carleen Gaskin as Partner in its Forensic Accounting, Valuation and Litigation Support practice. With more than 25 years of experience, Ms. Gaskin is recognized as a trusted adviser and expert witness in high-stakes matrimonial and commercial litigation. She is frequently court-appointed in matrimonial matters and has testified in the Supreme Courts of New Jersey, New York...

BOCA RATON, Fla.--(BUSINESS WIRE)--Walker Reid Strategies (est. 2010) and Blue Energy Group (est. 2012) announce the official completion of their merger, forming Walker Blue, LLC, a national leader in energy tax incentives and engineering services. The consolidation strengthens the firm's ability to deliver comprehensive solutions that maximize incentives, minimize tax liability, ensure regulatory compliance, and optimize building design for commercial, residential, industrial, and institutiona...

PITTSBURGH--(BUSINESS WIRE)--Ryan, a leading global tax services and software provider, is pleased to announce the Firm has been named to the Pittsburgh Business Times 2025 Best Places to Work in Western Pennsylvania list. This is the 11th consecutive year that Ryan has been recognized for this award. “Our local team members are integral to fostering a strong workplace culture while delivering exceptional client results,” said Ginny B. Kissling, President Americas and Chief Operating Officer. “...

NEW YORK--(BUSINESS WIRE)--Wachsman, the first and largest communications strategy firm focused on crypto and the global mass market, today announced three senior promotions across its global organization, marking a significant step in the firm’s continued growth worldwide. These appointments underscore Wachsman’s culture of developing talent from within and mark the next phase of growth as the firm celebrates its 10th anniversary. Liam Murphy has been promoted to Global President of Wachsman....

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial climbed 15 spots to No. 35 on the Barron’s 2025 Top 100 RIA Firms list....

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, reaffirmed its financial guidance for the first quarter and full fiscal year 2026 in conjunction with its Investor Day. The event is being held today at the company's Mountain View, CA headquarters and begins at 8:00 a.m. PT. “Intuit is a global tech leader for fueling financial success, combining artificial intelligenc...