Search Results for: Advisory Board

First Western Financial, Inc. Completes Acquisition of Teton Financial Services
Banking News

First Western Financial, Inc. Completes Acquisition of Teton Financial Services

Fintech News Desk
by Fintech News Desk0
Merger brings added scale, expanded product mix, and increased lending opportunities to the Wyoming market First Western Financial, Inc., parent company of First Western Trust Bank, (the Bank), announced the completion of its acquisition of Teton Financial Services, Inc. (Teton Financial Services), parent company of Rocky Mountain Bank, effective December......
Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year
Finance News

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year

Fintech News Desk
by Fintech News Desk0
Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and......
As Part of OppFi’s Next Phase, Neville Crawley Will Succeed Jared Kaplan as OppFi CEO
Fintech News

As Part of OppFi’s Next Phase, Neville Crawley Will Succeed Jared Kaplan as OppFi CEO

Fintech News Desk
by Fintech News Desk0
Former CEO of Kiva, Crawley brings deep experience and expertise in fintech, technology and serving financially excluded populations OppFi Inc., a leading financial technology platform that powers banks to help everyday consumers gain access to credit, announced that its Board of Directors, led by Founder and Executive Chairman Todd Schwartz,......
Yelp Announces $100 Million Investment in JPMorgan Empower Share Class
Investment Services News

Yelp Announces $100 Million Investment in JPMorgan Empower Share Class

Fintech News Desk
by Fintech News Desk0
The deposit furthers Yelp’s ongoing efforts to bring new economic opportunities to underserved communities The company also released its first Sustainability Accounting Standards Board report Yelp Inc., the company that connects people with great local businesses, continued to deliver on its ongoing commitment to support racial equity by depositing $100......
Mambu and Volante Technologies Join Forces to Pioneer Cloud-Native Banking and Payments Modernization
Banking Fintech News

Mambu Raises $266 Million At $5.5 Billion Valuation In EQT Growth-Led Series E

Fintech News Desk
by Fintech News Desk0
Market-leading SaaS banking platform is now valued at nearly $5.5 billion, making it the largest private fundraise to date for a banking software platform The round is led by EQT Growth, which shares and will support Mambu’s commitment to sustainability, diversity and inclusion and workplace innovation With more than 200......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
U.S. Global Investors Continues Monthly GROW Dividend in November
Investment Services Investments News

U.S. Global Investors Continues Monthly GROW Dividend in November

Fintech News Desk
by Fintech News Desk0
U.S. Global Investors, Inc, a registered investment advisory firm with longstanding experience in global markets and specialized sectors, will continue its payment of monthly dividends in November. Latest Fintech Insights: Smart Contracts Start Transferring ICP After Upgrade, Allowing Advanced DeFi To Be Developed On The Internet Computer Monthly Dividends A monthly......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
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