Search Results for: client acquisition

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
3 Tips That Financial Advisors Can Learn From the Healthcare Industry
Fintech News

3 Tips That Financial Advisors Can Learn From the Healthcare Industry

Fintech News Desk
by Fintech News Desk0
Forum Financial Management: What can RIAs learn from the healthcare industry about swift adaptation to change? It is no secret that the COVID-19 pandemic forced sweeping changes in almost every sector of American society, from home life to workplace practices. The financial advisory sector was no exception and applying the......
Stagwell Adds Coconuts Media, Leading Asia-Pacific Publisher and Media Platform, to Fast-Growing Global Affiliate Network
Commerce E-commerce News

Stagwell Adds Coconuts Media, Leading Asia-Pacific Publisher and Media Platform, to Fast-Growing Global Affiliate Network

Fintech News Desk
by Fintech News Desk0
Leading publisher with audience across Singapore, Hong Kong, Thailand, Indonesia, Malaysia, the Philippines, and Myanmar to bolster scaled content and media capabilities Stagwell Inc. announced the next step in its expansion into Asia-Pacific via an affiliate partnership with Coconuts Media, the leading alternative online publisher reaching an audience of millions across Bangkok, Manila, Singapore, Hong Kong, Kuala......
Onapsis Appoints Denis Cashman as Chief Financial Officer
Finance News

Onapsis Appoints Denis Cashman as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Former EMC and Affirmed Networks CFO Brings Proven Financial Leadership and Experience Scaling Publicly-Traded and Growth-Stage Global Technology Companies Onapsis, the leader in business-critical application cybersecurity and compliance, announced the appointment of Denis Cashman as Chief Financial Officer. In his role, Cashman will oversee the global finance and operations organization, ensuring Onapsis......
FundThrough Acquires BlueVine’s Invoice Factoring Business
Finance Fintech News

FundThrough Acquires BlueVine’s Invoice Factoring Business

Fintech News Desk
by Fintech News Desk0
Acquisition doubles FundThrough’s client base and establishes it as the largest AI-powered invoice funding platform in North America, processing over $120 million dollars a month FundThrough, a financial technology platform that solves cash flow challenges for growing businesses through fast invoice payments, announced that it has acquired the invoice factoring......
Lument Provides $20.9 Million Bridge Loan For Multifamily Community In Orlando
Fintech Lending News

Lument Provides $20.9 Million Bridge Loan For Multifamily Community In Orlando

Fintech News Desk
by Fintech News Desk0
Lument has provided a $20.9 million proprietary bridge loan used to acquire and renovate Lakeshore at East Mil Apartments, a 151-unit garden-style community in Orlando, Florida. Lument Associate Director Trey Palmedo led the transaction. Latest Fintech Insights: Aura Blockchain Consortium Launches Aura SaaS for Luxury Brands The sponsor is Inman Equities, a repeat Lument client. Inman......
F.N.B. Corporation Introduces Digital Banking Solution For Physicians on Estore
Digital Payments Mobile Banking News

F.N.B. Corporation Introduces Digital Banking Solution For Physicians on Estore

Fintech News Desk
by Fintech News Desk0
Physicians Can Now Use Digital Channel to Easily Apply for Loans and Deposit Products Using Online and Mobile Tools F.N.B. Corporation announced it has launched Physicians First, a fully digital program for specialized loan and deposit products for physicians, dentists, veterinarians and other healthcare professionals. Latest Fintech Insights: Aura Blockchain Consortium Launches......
Aura Blockchain Consortium Launches Aura SaaS for Luxury Brands
Blockchain News

Aura Blockchain Consortium Launches Aura SaaS for Luxury Brands

Fintech News Desk
by Fintech News Desk0
With the launch of Aura SaaS, the Aura Blockchain Consortium is building a better future for the industry reinforcing trust, enhancing transparency and pushing for sustainability for luxury brands The Aura Blockchain Consortium, founded by LVMH, Prada Group, Cartier, part of Richemont, and OTB Group, is pleased to announce the......
Citi Announces Agreement to Sell Consumer Bank in Indonesia, Malaysia, Thailand and Vietnam to UOB Group
Banking News

Citi Announces Agreement to Sell Consumer Bank in Indonesia, Malaysia, Thailand and Vietnam to UOB Group

Fintech News Desk
by Fintech News Desk0
Citi Continues to Execute on Global Consumer Bank Strategic Actions Citi announced it has reached agreement with UOB Group (UOB) on the acquisition of Citi’s consumer banking franchises in Indonesia, Malaysia, Thailand and Vietnam. The transaction includes retail banking and credit card businesses but excludes the bank’s institutional businesses in......
BGL Real Estate Advisors Completes Development Financing For the Multi-Family Phase at Residences at Valor Acres
Banking Fintech News

BGL Real Estate Advisors Completes Development Financing For the Multi-Family Phase at Residences at Valor Acres

Fintech News Desk
by Fintech News Desk0
Brown Gibbons Lang & Company (BGL) is pleased to announce the financial closing of the for-rent phase at Residences at Valor Acres, the first component of a larger mixed-use development at Valor Acres in Brecksville, Ohio. BGL’s Real Estate Advisors team served as the exclusive financial advisor to the DiGeronimo Companies in the transaction. Huntington Bank will finance......
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