Search Results for: Wealth Advisory

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
by Business Wire0
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management
Banking News

Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management

PR Newswire
by PR Newswire0
Touchstone Bankshares, and its wholly-owned subsidiary Touchstone Bank, announced it has partnered with Appomattox Wealth Management (“Appomattox“)* to provide access to brokerage business including financial advisory services for its existing clients. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
by Business Wire0
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community
Analytics B2B Finance News

Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community

PR Newswire
by PR Newswire0
Reflects Strong Interest From Leading Wealth Management-Related Firms For Sponsored Content Opportunities Across Email, Articles And Custom Content Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – announced the launch of its inaugural sponsored content and advertising program. Concurrently, WSR......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Compliance management News

COMPLY Partners with Advyzon to Streamline Compliance Workflow Efficiencies for Wealth Managers

PR Newswire
by PR Newswire0
Three strategic integrations with RIA in a Box’s MyRIACompliance software creates first-of-its-kind reporting and filing solution COMPLY, a leading provider of regulatory technology and compliance solutions for the financial services sector, announced three new points of integration with wealth management platform Advyzon: 13F Filing, Compliance Calendar and Employee Trade Monitoring.......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
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