Search Results for: Financial Advisor

GenXFinancial Announces Acquisition Of Boston Partners Financial Group
Fintech News

GenXFinancial Announces Acquisition Of Boston Partners Financial Group

Fintech News Desk
by Fintech News Desk0
Advisor Group-Affiliated Firm Oversees Over $9 Billion in Total Client Assets and Supports 180 Independent Financial Professionals GenXFinancial to be Largest Super-OSJ Affiliated with Advisor Group’s Royal Alliance Subsidiary GenXFinancial (GenX), a premier wealth management firm specializing in continuity, succession planning and facilitating growth for NextGen financial professionals, announced its......
Leading Financial Services and Technology Insights Firms Merge to Form Aite-Novarica Group
Fintech News

Leading Financial Services and Technology Insights Firms Merge to Form Aite-Novarica Group

Aquib Khan
by Aquib Khan0
Aite Group LLC and Novarica Inc. have joined forces to create the leading advisory firm focused on helping executives from banks, payments providers, insurers, securities firms and their respective service providers respond to important technology, market, operations, and regulatory changes. “We have a tremendous opportunity to leverage our subject-matter experts’......
Madison Street Capital Acts as Exclusive Advisor in Merger Between Gausman & Moore and Ayres Associates
Banking Investments News

Madison Street Capital Acts as Exclusive Advisor in Merger Between Gausman & Moore and Ayres Associates

Fintech News Desk
by Fintech News Desk0
Madison Street Capital, an international investment banking firm, announced the merger between the mechanical and electrical consulting engineering firm, Gausman & Moore, and Ayres Associates, a civil engineering and architecture firm. Terms of the deal were not disclosed. Madison Street Capital acted as the exclusive financial advisor to Gausman &......
Gemxx Corporation Today Announces Retention of International Monetary as Its Investment Banking & Strategic Advisory Firm
Banking Investments News

Gemxx Corporation Today Announces Retention of International Monetary as Its Investment Banking & Strategic Advisory Firm

Fintech News Desk
by Fintech News Desk0
Leading cutting-edge Company supported by experienced Consultants to support GEMXX Corporation’s continued growth and long-term strategy GEMXX Corporation, a leader in the Ammolite Gems mine-to-market segment announced that it has engaged International Monetary (“IM”) as its investment banking & strategic advisory firm to provide capital resources, structure financing, provide proprietary......
Lili, the Banking App for Freelancers, Launches Lili Pro: The Financial Backbone For The $1.2 Trillion Freelance Economy
Banking Fintech News

Lili, the Banking App for Freelancers, Launches Lili Pro: The Financial Backbone For The $1.2 Trillion Freelance Economy

Fintech News Desk
by Fintech News Desk0
The Premium Card Launches After The Milestones Of Raising $80M, Hitting 200k Users, and Becoming the Exclusive Banking Partner of the Freelancers Union An All-in-One App for the Self-Employed, The Neobank Now Includes Business and Tax Solutions to Support the Growing Needs of the Projected 90 Million U.S. Freelancers Lili,......
Wells Fargo Innovation Incubator Selects Five Agtech Companies Targeting Global Food Resiliency
Banking Fintech Investments News

Head of Investment Banking at Cohen & Company & Ex-Head of Internet Investment Banking for Wells Fargo Bank, Mr. Dan Nash Joins VIMworld Advisory Board

Fintech News Desk
by Fintech News Desk0
Here at VIMworld, our focus is on delivering the best product and experience possible for the community. We know that the only way to achieve this is to engage the best people in the industry and have them join us in the driving seat. To that end, we are both......
Marble Financial Becomes a Member of the Financial Data and Technology Associations (FDATA) To Support Its Open Banking & Data Privacy Strategy
Banking Fintech News

Marble Financial Becomes a Member of the Financial Data and Technology Associations (FDATA) To Support Its Open Banking & Data Privacy Strategy

Fintech News Desk
by Fintech News Desk0
Marble Financial Inc., an AI-driven financial technology company that educates and helps Canadians better understand and manage their current cash flow and credit towards a better financial future, is pleased to announce that it has joined as a member of the Financial Data and Technology Association (“FDATA”). FDATA provides its......
Democratizing Data & Financial Services Solutions in a Post-Pandemic Tech & Data-Driven Climate
Fintech News

Democratizing Data & Financial Services Solutions in a Post-Pandemic Tech & Data-Driven Climate

Fintech News Desk
by Fintech News Desk0
CommPRO’s Fincom & Fintech Virtual Forum (Free Livestream) The ultimate networking and strategic leadership and communications event for c-suite professionals (IROs, CFOs, general counsel, CMOs) at financial services and fintech companies and advisories. This event will examine key issues facing the financial services c-suite in this post-pandemic world. This event......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
GBK Collective
Fintech News

GBK Collective Expands Expertise in FinTech, Adds Harvard Prof. Marco Di Maggio as Strategic Advisor

Fintech News Desk
by Fintech News Desk0
GBK Collective, a leading marketing strategy, consumer behavior and analytics consultancy, announced the appointment of Dr. Marco Di Maggio, Ogunlesi Family Associate Professor of Finance at Harvard Business School (HBS) to its advisory board, further strengthening GBK’s expertise in the financial services, technology and FinTech markets. A foremost expert on......
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