Search Results for: Financial Advisor

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education
debt collection Finance News

Origin Acquires Finny to Fill a Critical Gap in Workplace Financial Education

GlobeNewswire
by GlobeNewswire0
Acquisition will help Origin users improve global financial literacy and debt management with more complete toolkit for smarter financial planning Origin, the startup reimagining financial wellness in the workplace, announced it has acquired Finny, a financial health startup. Origin will integrate Finny’s financial education, content, curriculum, and debt management tools......
Lexasure Financial Group Launches LexasureCloud 1.0 Digital B2B2C InsurTech Platform at InsureTech Connect Asia
InsurTech News

Lexasure Financial Group Launches LexasureCloud 1.0 Digital B2B2C InsurTech Platform at InsureTech Connect Asia

PR Newswire
by PR Newswire0
Lexasure Financial Group Limited, providing reinsurance, insurance, and insurtech solutions in South and Southeast Asia, announced the launch of LexasureCloud 1.0, a cloud-based, cutting-edge B2B2C platform designed to enhance insurance companies’ competitiveness, growth, and profitability. The platform is central to Lexasure’s digital strategy, in conjunction with Passport, the platform’s B2C customer......
Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership
Investment Services News

Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership

PR Newswire
by PR Newswire0
Red Iron Group, a Menlo Park-based private investment firm,  announced a significant growth investment in Graphite Financial Group, LLC. In connection with this announcement, Red Iron and Graphite also announced its acquisition of CPM Advisory Group, LLC, with CPM’s business to be combined with Graphite. The three firms came together around......
Standard Lithium Retains BNP Paribas to Lead Debt Advisory Services for First Commercial Project
debt collection News

Standard Lithium Retains BNP Paribas to Lead Debt Advisory Services for First Commercial Project

GlobeNewswire
by GlobeNewswire0
Exclusive Financial Advisor for Limited Recourse Debt Financing to Fund Majority of First Commercial Project Standard Lithium Ltd., a leading near-commercial lithium company, has signed a mandate with BNP Paribas (BNP) to act as exclusive financial advisor to the Company in connection with limited recourse debt financing. The debt financing will......
FinPay Launches New Patient Admissions Enablement Platform, FinAdvisor, to Improve Efficiency and Enhance the Patient Experience
Finance News

FinPay Launches New Patient Admissions Enablement Platform, FinAdvisor, to Improve Efficiency and Enhance the Patient Experience

PR Newswire
by PR Newswire0
FinPay, a recognized leader in patient engagement and financial management, announced the launch of the FinAdvisor Platform, an advanced patient admissions enablement platform. This new simple-to-use platform delivers the healthcare provider’s admission team with actionable-data intelligence they need to make quick informed decisions before the patient admits. The team can......
OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors
Finance News

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors

Business Wire
by Business Wire0
OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced the successful acquisition of TruClarity Wealth Advisors, a renowned registered investment adviser (RIA) managing over $690 million in Assets Under Management (AUM). This strategic move bolsters OneSeven’s diverse advisor base and brings a highly talented group......
Ninos Sarkis Joins Bloomreach as Chief Financial Officer
Commerce News

Ninos Sarkis Joins Bloomreach as Chief Financial Officer

PR Newswire
by PR Newswire0
Bloomreach, the world’s #1 Commerce Experience Cloud, announced it has appointed Ninos Sarkis as Chief Financial Officer. With more than 20 years of financial experience in the technology sector, Ninos will focus on long-term value creation at Bloomreach as the company embarks on its next phase of growth. Ninos previously served......
Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Finance Fintech News

Zoe Financial Selects BridgeFT’s WealthTech API to Power Its Data Connectivity and Infrastructure

PR Newswire
by PR Newswire0
Zoe will use BridgeFT’s WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that Zoe Financial, a wealth......
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