Search Results for: Financial Advisor

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Fintech News

Unit21 Launches Fintech Fraud Dao To Combat Financial Crime With Brex, Chime And Primetrust As Early Customers

Fintech News Desk
by Fintech News Desk0
Unit21 and other members of the U.S. consumer fintech community have come together to launch the Fintech Fraud Decentralized Autonomous Organization (DAO), a decentralized network that uses a collaborative data-sharing approach to identify and combat fraud. “I look forward to further advising and growing this initiative.” Participating fintechs include Brex,......
Financial Services and Stablecoin Veteran David Puth Joins Intersection Crypto Ventures as Co-Managing Partner
Cryptocurrency News

Financial Services and Stablecoin Veteran David Puth Joins Intersection Crypto Ventures as Co-Managing Partner

Fintech News Desk
by Fintech News Desk0
Former Centre Consortium, J.P. Morgan, and State Street Executive to Co-Lead New Crypto Investment Fund Intersection Crypto Ventures (“ICV”) the venture investment platform associated with Intersection Growth Partners (“IGP” or “Intersection”), a leading executive search firm focused on crypto and web3, announced that David Puth has joined as Co-Managing Partner.......
Revere Partners Appoints Renowned Dental and Financial Experts to Help Reach Fund Goal of $200 Million AUM
Fintech News

Revere Partners Appoints Renowned Dental and Financial Experts to Help Reach Fund Goal of $200 Million AUM

Fintech News Desk
by Fintech News Desk0
American Dental Association’s Former Executive Director Kathy O’Loughlin and Dental Innovator Ed Zuckerberg among venture partners and financial experts guiding first independent, open fund focused on driving innovation to oral health tech market Revere Partners, the first and only independent venture capital fund focused exclusively on oral health, announced its......
Digital Fintech News

Broadridge Teams With MX To Power Data Aggregation And Financial Wellness Solution

Fintech News Desk
by Fintech News Desk0
To provide financial advisors with an innovative holistic view into all aspects of an investor’s financial journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced a strategic partnership with open finance leader MX to utilize the company’s financial data aggregation and personalized financial management automation solutions. This is another example of......
Tugende closes pre-Series B funding raising a total USD 10 million in equity and debt transactions arranged by Verdant Capital
Investments News

Financial Titans Invest $43 Million In Crowdstreet To Fund Growth And Accelerate Demand For Online Real Estate Investing

Fintech News Desk
by Fintech News Desk0
TIAA Ventures, Dinerstein Companies, Foulger-Pratt and others back CrowdStreet With this support, “we can accelerate our efforts to provide even more investing products, helping our investors build their financial freedom through direct real estate investing,” CEO says Read: Research Reveals ‘Payment Processing As A Business’ Opportunity For Banks CrowdStreet, Inc. (“CrowdStreet”),......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
Cloud Investments News

Pinnacle Realty Advisors Closes Seed Round With Launchpad Capital, Raises Over $5 Million to Date

Fintech News Desk
by Fintech News Desk0
Cloud-based real estate brokerage, Pinnacle Realty Advisors, announces the closing of its seed round led by Launchpad Capital and the acquisition of technology firm, Realthy.io, to fuel growth of the subscription-based real estate firm and bring transparent pricing and proprietary software to its agents. Launchpad Capital’s Founder, Ryan Gilbert, will join Pinnacle Realty......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
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