Search Results for: Wealth management

B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management
Finance News

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation has completed the merger and brand conversion of Cypress Capital Management and West Capital Management and has renamed the combined entity Bryn Mawr Capital Management, LLC, effective January 1, 2023. Bryn Mawr Capital Management is registered as an investment advisor with the U.S. Securities and Exchange Commission......
iM Global Partner Announces Strategic Investment in Berkshire Asset Management
Investment Services News

iM Global Partner Announces Strategic Investment in Berkshire Asset Management

Fintech News Desk
by Fintech News Desk0
iM Global Partner, a leading global asset management network, announced the acquisition of a strategic, non-controlling stake in Berkshire Asset Management (“Berkshire”), which becomes iM Global Partner’s 9th Partner. Through this strategic partnership, Berkshire joins iM Global Partner’s extensive global asset management family and distribution network. Located in Wilkes-Barre, Pennsylvania, Berkshire is an independent......
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Finance Investment Services News

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Fintech News Desk
by Fintech News Desk0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
Investment Services News

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Fintech News Desk
by Fintech News Desk0
PCIA adds $1.75 billion team with remote wealth management capabilities Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*. “Joining Prime Capital Investment......
Elizabeth Park Capital Management and Calvert Impact selected to co-manage Mission Driven Bank Fund
Finance News

Elizabeth Park Capital Management and Calvert Impact selected to co-manage Mission Driven Bank Fund

Fintech News Desk
by Fintech News Desk0
Anchor investors Microsoft, Truist tap firms to invest in MDI and CDFI banks Elizabeth Park Capital Management (Elizabeth Park) and Calvert Impact announced they are teaming up on an investment fund to invest in mission-driven U.S. banks. The Mission Driven Bank Fund (the Fund) will be established to support Minority Depository Institutions......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
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