Search Results for: Private Client

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
by PR Newswire0
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth
Fintech News

Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth

Business Wire
by Business Wire0
Vantage founder Matthew Pietzak and team are now part of Verdence, which expands its presence with first office in Florida Verdence Capital Advisors, a leading private wealth advisory firm, is announcing that it has acquired Vantage Private Wealth, a Naples, FL-based wealth management firm catapulting Verdence to over $3.4B in......
KBRA To Leverage T-REX Platform for Private Credit ABS Data Services
Fintech News

KBRA To Leverage T-REX Platform for Private Credit ABS Data Services

Business Wire
by Business Wire0
KBRA is pleased to announce that it will partner with fintech firm T-REX to further build its data infrastructure that supports the growth of private credit ABS. The multiyear collaboration will leverage T-REX’s technology to enhance KBRA processes used to conduct its surveillance as well as create comprehensive deal reports......
Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia
Banking News

Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia

Business Wire
by Business Wire0
Private Banking Adds to Wealth Management and Corporate Advisory & Banking Teams The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen.......
Private Markets FinTech Leader Anduin Closes $15M Series B
Fintech News

Private Markets FinTech Leader Anduin Closes $15 Million Series B

Business Wire
by Business Wire0
New funding underscores demand for critical infrastructure to power the $15 trillion growing alternatives market Anduin, the trusted innovation leader empowering lasting investor relationships in the private markets, announced they have raised $15.6 million in Series B funding. 8VC led the round with participation from existing investors and GC1 Ventures.......
1