Search Results for: Business Advisors

Messagepoint Enters into Strategic Partnership with Newbold Advisors
Mortgage News

Messagepoint Enters into Strategic Partnership with Newbold Advisors

Business Wire
by Business Wire0
Messagepoint Inc. announced that it has signed Newbold Advisors as a referral partner for its customer communications management (CCM) solution. Newbold Advisors provides business, technology and staffing consulting and professional services to the mortgage servicing sector and will introduce Messagepoint to clients looking to improve borrower communications operations and experiences.......
JustPaid, AI-Powered Finance Company, Launches Tools for Small Businesses
Finance News

JustPaid, AI-Powered Finance Company, Launches Tools for Small Businesses

PR Newswire
by PR Newswire0
JustPaid launches with $3.5M Investment from Rebel Fund and others JustPaid, the AI-powered Finance Company, has recently launched its innovative suite of services after successfully raising $3.5M in a seed funding round. JustPaid specializes in providing SMBs with automated bill payment, contract validation, and real-time AI financial auditing solutions, gaining the support and interest......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Finance News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Fintech News Desk
by Fintech News Desk0
eMoney’s clients now have access to MaxMyInterest via an advisor connection in the eMoney platform MaxMyInterest, the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Fintech News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates

PR Newswire
by PR Newswire0
 MaxMyInterest (“Max”), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max’s solution......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
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......
Intapp Partners with BoardEx to Accelerate Business Development Efforts with Actionable Relationship Intelligence
Cloud Investment Services News

Intapp Partners with BoardEx to Accelerate Business Development Efforts with Actionable Relationship Intelligence

GlobeNewswire
by GlobeNewswire0
New partnership enables professional and financial services firms to map relationship paths to 1.7 million executives worldwide from within the DealCloud platform Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with BoardEx, an Altrata company, to help private capital,......
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......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
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