Search Results for: Advisory Board

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
Merkle Science Announces Extension of Series A to Over $24 Million
Blockchain News

Merkle Science Announces Extension of Series A to Over $24 Million

Fintech News Desk
by Fintech News Desk0
The fast-growing New York and Singapore-based firm attracted funding from prominent investors including BECO Capital, Darrow Holdings (a Susquehanna affiliate), K3 Ventures, Uncorrelated Ventures, Republic Crypto, Kraken Ventures, and more Merkle Science, the predictive crypto risk and intelligence platform, announced an extension of more than $19 million to its Series A funding round, bringing......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
ATIF's Investment in Renewable Energy Company Grows at Speed As Demand Expands
Finance Investments News

ATIF’s Investment in Renewable Energy Company Grows at Speed As Demand Expands

Fintech News Desk
by Fintech News Desk0
ATIF Holdings Limited, a holding company providing business and financial consulting services in Asia and North America, is pleased to announce that the Company’s IPO advisory services client and investment holding in Solarever Ltd.(“Solarever”), a Mexican solar energy and electric vehicle company, has seen a surge in business sales recently. Under the terms of the agreement signed......
Equifax Canada Expands Financial Data Exchange Engagement
Banking News

Equifax Canada Expands Financial Data Exchange Engagement

Fintech News Desk
by Fintech News Desk0
Chief Data Officer Sandy Kyriakatos Appointed to FDX Board Equifax Canada is deepening its commitment to promote a consent-based approach to open banking and educating Canadians on consumer-led banking by expanding its engagement with Financial Data Exchange. A member of FDX since 2020, Equifax Canada’s Chief Data Officer, Sandy Kyriakatos,......
Independent Bank Group, Inc. Appoints Paul Langdale as Chief Financial Officer
Banking News

Independent Bank Group, Inc. Appoints Paul Langdale as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Independent Bank Group, Inc. announced the appointment of Paul Langdale as Chief Financial Officer. Mr. Langdale is replacing Michelle Hickox, who has served as Chief Financial Officer of Independent Bank Group, Inc., and its subsidiary Independent Bank since 2012. Ms. Hickox will remain employed in an advisory capacity to facilitate......
Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC
Banking Investment Services News

Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC

Fintech News Desk
by Fintech News Desk0
Red Mountain Capital Partners LLC announced the launch of Red Mountain Capital Advisors LLC (“RMCA”) and Red Mountain Securities LLC (“RMS”), an investment banking platform focused exclusively on providing advisory services for middle market public and private companies and their owners. RMCA and RMS represent the evolution of Red Mountain......
Vistra Appoints Kris Moldovan as Chief Financial Officer
Finance News

Vistra Appoints Kris Moldovan as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Vistra announced that its board of directors has appointed company veteran Kris Moldovan as its next chief financial officer, effective Aug. 1. Moldovan assumes the CFO role from Jim Burke, who, as previously announced, will transition to chief executive officer on Aug. 1. Moldovan’s appointment marks the completion of Vistra’s search process. Latest Fintech News: Financial Partners Credit......
KlariVis Bear Market Conditions Lead to Investors Surging to Stocks and Crypto Investment Platform Streetbeatnnounces New Relationship With Rio Bank
B2B News

BrightTower Advises B2B Audience Development and Specialist Content Leader Industry Dive in Announced Sale to Informa PLC

Fintech News Desk
by Fintech News Desk0
Industry Dive, a leader in multi-market B2B audience development and high quality specialist digital content with 10+ years of experience in delivering award-winning journalism, backed by Falfurrias Capital Partners, has entered into a definitive agreement to be acquired by Informa PLC, a leading international B2B markets, live and on-demand events......
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