Search Results for: Strategic Advisory

Argyle Welcomes Mortgage Industry Luminaries to Advisory Board
Banking Mortgage News

Argyle Welcomes Mortgage Industry Luminaries to Advisory Board

Fintech News Desk
by Fintech News Desk0
Cason and Coleman Bring Decades of Experience Disrupting the Mortgage Industry Argyle, the leading employment data platform that provides companies access to user-permissioned employment records in real time, announced new appointments to its Mortgage Advisory Board, comprised of influential industry executives and Argyle customers. The new Advisory Board members will be......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Trustmark National Bank and Commonwealth National Bank enter Strategic Collaboration Agreement
Fintech Investments News

Trustmark National Bank and Commonwealth National Bank enter Strategic Collaboration Agreement

Fintech News Desk
by Fintech News Desk0
Trustmark National Bank, a wholly-owned subsidiary of Trustmark Corporation, is pleased to announce that a strategic collaboration agreement has been entered with Commonwealth National Bank as part of the Project REACh Initiative with the Office of the Comptroller of the Currency. The Project REACh Initiative, standing for Roundtable for Economic......
AdviserSource Acquires Financial Services App Provider Advisory Equity
Fintech News

AdviserSource Acquires Financial Services App Provider Advisory Equity

Fintech News Desk
by Fintech News Desk0
Fintech Fund II, LLLP provides growth capital to AdviserSource.com, LLC for acquisition of succession planning and valuation app provider Advisory Equity in a deal that closed on July 1, 2021 AdviserSource.com, LLC (“AdviserSource”), a national consulting services firm focused on the financial advisory industry, announces the acquisition of marketplace app......
Zeevo Group Further Expands Advisory Board to Tap into Rising Market Demand for Finance Transformation
Finance Fintech News

Zeevo Group Further Expands Advisory Board to Tap into Rising Market Demand for Finance Transformation

Fintech News Desk
by Fintech News Desk0
Former Intellectual Ventures and Deloitte Expert Stacy Townes Augments Company’s Audit, Risk, and Compliance Capabilities to Deliver Market-Leading Solutions Zeevo Group LLC (“Zeevo”), a business, finance, and information technology consulting services firm, announced at the onset of the Airfinance Journal North America 2021 conference that Stacy Townes has joined Zeevo’s......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
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......
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......
Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business
Banking Investments News

Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business

Fintech News Desk
by Fintech News Desk0
Chris van Wyk to Join Bacchus Capital as Managing Director and Head of Technology Investment Banking Advisory Bacchus Capital, the London-based Merchant and Ventures Investment Bank, is pleased to announce the launch of its Technology Investment Banking and Ventures business, to be led by Chris van Wyk, who joins as Managing Director......
Huobi Ventures Makes Strategic Investment in Beyond Finance
Finance Fintech Investments News

Huobi Ventures Makes Strategic Investment in Beyond Finance

Fintech News Desk
by Fintech News Desk0
Beyond Finance is proud to announce a new first-of-its-kind strategic investment from Huobi Ventures, a partner, supporter and industry driver within the DeFi space. “In fact, we have been reached out to by a lot of similar projects in DeFi, but clearly different from them, Beyond Finance stood out to......
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