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Independent Registered Investment Advisor (RIA) platform Kingsview Partners announced a significant growth equity investment from FTV Capital, a sector-focused investment firm specializing in wealth management, fintech, and enterprise services.

Healthcare technology provider XiFin, Inc. alongside consulting firm Sage Growth Partners, has published an independent analysis that estimates millions of dollars are being lost by healthcare providers with their other sources of revenue.

Embedded tax technology platform april has announced expanded capabilities within its Integrated Tax Platform, introducing personalized tax planning insights driven by client-authorized IRS tax data. The new capability pairs official IRS transcript information with april’s proprietary, IRS-approved tax engine, offering wealth management organizations a comprehensive view of client financial profiles to inform tax-optimized wealth strategies.

Bloxley is expanding its AI-driven fintech platform to the United Kingdom, opening early access following its recent launch in the European Union. The platform is designed for people who earn, spend and manage money across multiple currencies, offering a multi-currency account and card through a single app. Bloxley says its Basic membership will provide access without a minimum balance or recurring account fees, while allowing users to hold, send and receive money across currencies.

Trinity Hunt Partners has invested in Fisher Management Partners and through Fisher, a platform of value creation services has been created that will cater to operational excellence, performance improvement, and enterprise transformation initiatives. Fishing founded in 2015, and operating its headquarters from Columbus, Ohio delivers management consulting services spanning business strategy, sales, and marketing, operations and supply chain finance people, and technology.