Search Results for: client acquisition

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
NOIZ Secures Support from Hong Kong Listed Companies, Merdeka and Oriental Watch
Blockchain News

NOIZ Secures Support from Hong Kong Listed Companies, Merdeka and Oriental Watch

Fintech News Desk
by Fintech News Desk0
NOIZ Chain Limited a Blockchain-as-a-Service company, has received support from GEM listed Merdeka Financial Group Limited (Stock code: 8163) (“Merdeka”) and Main Board listed Oriental Watch Holdings Limited (Stock code: 0398) (“Oriental Watch”) as the listed companies look to invest in its future performance. Latest Fintech News: Cordio Medical Raises $18 Million in Funding From......
Latham & Watkins Further Grows Insurance Transactional Practice in New York
InsurTech News

Latham & Watkins Further Grows Insurance Transactional Practice in New York

Fintech News Desk
by Fintech News Desk0
Kirsten Gaeta advises insurance companies and financial sponsors on a wide range of corporate transactions, including domestic and cross-border M&A. Latham & Watkins LLP is pleased to announce that Kirsten Gaeta has joined the firm’s New York office as a partner in the Mergers & Acquisitions Practice and member of the Corporate Department. Gaeta advises insurance......
Singletrack Receives Significant Capital Investment from Software Investor Accel-KKR to Accelerate Global Expansion
Investment Services News

Singletrack Receives Significant Capital Investment from Software Investor Accel-KKR to Accelerate Global Expansion

Fintech News Desk
by Fintech News Desk0
Singletrack, the capital markets client engagement and analytics expert, announced a significant capital growth investment from Accel-KKR, a leading technology-focused private equity firm. The investment will enable Singletrack to accelerate expansion plans into global markets and execute on strategic M&A. Founded in 2009, Singletrack is an engagement, research management and......
Lynx Software Technologies Receives Strategic Investment from OceanSound Partners
Investment Services News

Lynx Software Technologies Receives Strategic Investment from OceanSound Partners

Fintech News Desk
by Fintech News Desk0
Lynx Software Technologies (“Lynx”), a developer of open architecture software solutions for mission critical embedded systems, today announced it has received a strategic investment from affiliates of OceanSound Partners, LP (“OceanSound”), a private equity firm that invests in technology and technology-enabled services companies serving government and enterprise end markets. Latest Fintech News: GreenBox......
Capstreet-backed Credit Bureau Connection Bolsters Management Team with New CFO and Senior VP of Sales
Finance News

Capstreet-backed Credit Bureau Connection Bolsters Management Team with New CFO and Senior VP of Sales

Fintech News Desk
by Fintech News Desk0
CFO Vikram Arora and SVP of Sales Brett Petersen Aim to Drive CBC’s Expansion Credit Bureau Connection a provider of credit report and compliance solutions to automotive dealers, lenders, and other end markets, announced several additions to its management team. Joining CBC are seasoned executives Vikram Arora as Chief Financial Officer and Brett Petersen as......
Mountain Ridge Capital Announces Launch of Commercial Finance Business with Backing from Arena Investors
Finance News

Mountain Ridge Capital Announces Launch of Commercial Finance Business with Backing from Arena Investors

Fintech News Desk
by Fintech News Desk0
Mountain Ridge Capital (“MRC”), an asset-based commercial finance company, announced its official launch. Strategically backed with equity from Arena Investors, LP (“Arena Investors”), Mountain Ridge Capital is focused on originating, underwriting and managing asset-based commercial loans from $5 million to $30 million in commitment size. Latest Fintech News: Designstripe Raises $10MillionFrom Insight Partners and Silicon......
designstripe raises $10Million from Insight Partners and Silicon Valley Bank to build smart design tools.
Banking News

Designstripe Raises $10MillionFrom Insight Partners and Silicon Valley Bank to Build Smart Design Tools.

Fintech News Desk
by Fintech News Desk0
The visual communication challenger launched the first version of its product, an illustration builder and customizer and plans to set the highest quality standards in web content libraries. Montreal-based startup designstripe received a $10M investment from New York-based global venture capital and private equity firm Insight Partners, with participation from  Silicon Valley Bank to help......
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