Search Results for: client acquisition

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
by Fintech News Desk0
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
CIT Arranges $67.5 Million Financing for Acquisition and Expansion of Surgical Hospital and Adjacent Medical Office
Banking News

CIT Arranges $67.5 Million Financing for Acquisition and Expansion of Surgical Hospital and Adjacent Medical Office

Fintech News Desk
by Fintech News Desk0
CIT, a division of First Citizens Bank, announced that its Healthcare Finance business served as lead arranger for $67.5 million in financing for the acquisition and future expansion of the Northwest Specialty Hospital in the Greater Spokane market region. Latest Fintech News: Asure Announces Integration with PrismHR to Deliver Payroll Tax Filing System......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
Abrigo Expands lending Automation with Acquisition of BankLabs Construct and +Pay Technologies
Digital Payments News

Abrigo Expands lending Automation with Acquisition of BankLabs’ Construct and +Pay Technologies

Fintech News Desk
by Fintech News Desk0
Abrigo, the leader of compliance, credit risk, and lending solutions for financial institutions, purchased BankLabs’ Construct and +Pay loan administration and funding solutions, expanding Abrigo’s award-winning loan origination solution and creating an end-to-end construction origination, management, and administration platform. Latest Fintech News: Interactive Brokers Expands Cryptocurrency Trading The acquisition allows construction......
MUFG launches Direct Lending Group to Support Private Equity Clients
Finance News

MUFG launches Direct Lending Group to Support Private Equity Clients

Fintech News Desk
by Fintech News Desk0
Dedicated team brings together origination, underwriting, portfolio management, borrower relationship management, and syndication to provide financing for middle-market sponsor transactions Mitsubishi UFJ Financial Group (MUFG) announced the formation of a Direct Lending group that will focus on providing loans to the bank’s private equity sponsor clients to support their portfolio......
Sesami Becomes the Global Leader in Cash Optimization Software Solutions With Acquisition of Fintech Planfocus
Fintech News

Sesami Becomes the Global Leader in Cash Optimization Software Solutions With Acquisition of Fintech Planfocus

Fintech News Desk
by Fintech News Desk0
Planfocus’ AI based cash optimization software significantly deepens Sesami software solutions offering and expands existing global client portfolio Sesami Cash Management Technologies, a global cash ecosystem integrator and technology company, is pleased to announce its acquisition of Planfocus software GmbH (“planfocus”), a leading global fintech offering a highly advanced cash optimization technology.......
Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team
Investments News

Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team

Fintech News Desk
by Fintech News Desk0
Firm hires Will Beam as Managing Director, Acquisitions in Institutional Real Estate Direct Investments, responsible for overseeing all aspects of the acquisition process Mesirow, an independent, employee-owned financial services firm, announced Will Beam has joined as a Managing Director, Acquisitions in Mesirow Institutional Real Estate Direct Investments. Leveraging nearly 20 years of real......
Nevada State Bank Completes Acquisition of Three Northern Nevada Branches from City National Bank
Banking News

Nevada State Bank Completes Acquisition of Three Northern Nevada Branches from City National Bank

Fintech News Desk
by Fintech News Desk0
Nevada State Bank, a division of Zions Bancorporation, N.A., has finalized the acquisition of three Northern Nevada City National Bank branches and their associated deposit, credit card, and loan accounts. The three branch locations are: Latest Fintech News: EPM Global Pte. Ltd. Becomes Latest OneStream Software Implementation Partner Kietzke South: 5470......
iCapital Completes Acquisition of SIMON Markets
Fintech News

iCapital Completes Acquisition of SIMON Markets

Fintech News Desk
by Fintech News Desk0
Marks a major milestone in the creation of the most comprehensive alternative investment marketplace for advisors by adding access to structured investments, annuities, and risk-managed solutions iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has......
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