Search Results for: Financial Advisor

CompuCom Announces Sale to Variant Equity Advisors
Banking Fintech News

CompuCom Announces Sale to Variant Equity Advisors

Fintech News Desk
by Fintech News Desk0
The acquisition will enable CompuCom to enhance its service offerings to its customers and its role as a leader in transforming the digital workplace CompuCom, a leading managed services provider, announced its sale to an affiliate of Variant Equity Advisors, a Los Angeles based equity firm specializing in corporate divestitures.......
Inside Real Estate Secures Additional Financial Partner to Accelerate Growth
Finance News

Inside Real Estate Secures Additional Financial Partner to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Genstar Capital joins Lovell Minnick Partners, doubling down on growth and innovation, with investment into real estate tech leader, Inside Real Estate Inside Real Estate, one of the fastest-growing independently owned real estate software companies and a trusted technology partner to over 250,000 top agents, teams, and brokerages, announced that......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
Canoe Financial Renews At-the-Market Equity Program for Canoe EIT Income Fund
Fintech Funding News Stock Market

Canoe Financial Renews At-the-Market Equity Program for Canoe EIT Income Fund

Fintech News Desk
by Fintech News Desk0
Canoe EIT Income Fund is pleased to announce that it is renewing its at-the-market equity program that will allow the Fund to issue up to $300,000,000 worth of units of the Fund to the public from time to time, at the discretion of Canoe Financial LP. Any ATM Program Units......
Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology
Digital Lending News

Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology

Fintech News Desk
by Fintech News Desk0
Supernova Technology announces a partnership with Wintrust Financial Corporation for their new wealth lending solution, the Wintrust Premier Investment Credit Line. Supernova Technology is a Chicago-based FinTech company that is a leader in the industry with securities-based lending (SBL) technology. “As Wintrust continues to advance a holistic approach to advising......
SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services
Banking Fintech News

SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services

Fintech News Desk
by Fintech News Desk0
SMC Entertainment, Inc. and its 100% wholly owned subsidiary Genesis Financial, Inc., a diversified financial services company with a focus on fintech-powered wealth management advisory services, are pleased to announce that they have retained Buckman, Buckman & Reid, Inc. (“BB&R”) to provide investment banking services, help in facilitating a capital......
First Foundation Inc. Completes Acquisition of TGR Financial
Banking Finance News

First Foundation Inc. Completes Acquisition of TGR Financial

Fintech News Desk
by Fintech News Desk0
Expands operations from coast to coast and solidifies position as a premier regional bank First Foundation Inc, a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced that it has completed its acquisition, effective as of December 17, 2021, of TGR Financial, Inc.......
Bitcoin Well Announces Appointment of Chief Financial Officer
Fintech News

Bitcoin Well Announces Appointment of Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Bitcoin Well Inc., a technology company building and utilizing products that offer safe and easy ways to buy, sell and use bitcoin, announces the appointment of Mr. Allen D. Stephen, CPA, CA, MBA who joins Bitcoin Well as our Chief Financial Officer. Mr. Stephen is a seasoned finance executive with......
Moneytree Software Acquires Financial Planning Hub eFinPlan
Finance News

Moneytree Software Acquires Financial Planning Hub eFinPlan

Fintech News Desk
by Fintech News Desk0
Cloud fintech solution aims to continue providing resources for individuals looking to begin financial planning Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announced the acquisition of eFinPlan, a website dedicated to helping individuals understand the importance of robust financial planning. “Here at......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
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