Search Results for: asset and wealth management

Candidly Raises $20.5 Million to Help Millions of Americans Repay Student Debt and Build Savings
Finance News

Candidly Raises $20.5 Million to Help Millions of Americans Repay Student Debt and Build Savings

Business Wire
by Business Wire0
Altos Ventures leads the Series B raise after a year of record growth Candidly, the market’s most comprehensive student debt and savings optimization platform, announced it raised $20.5M in a Series B round of financing, led by Altos Ventures, with follow-on participation from Cercano Management. The Series B financing follows......
Columbia Banking System and Umpqua Holdings Corporation Complete Merger
Banking News

Columbia Banking System and Umpqua Holdings Corporation Complete Merger

PR Newswire
by PR Newswire0
Two Leading Community Banks Based in the Northwest Combine to Create One of the Largest Banks Headquartered in the West Columbia Banking System, Inc., the parent company of Columbia Bank, and Umpqua Holdings Corporation (“Umpqua“), the parent company of Umpqua Bank, announced the closing of their previously announced merger, combining the......
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
Investment Services News

AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution

Business Wire
by Business Wire0
AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international and boutique investment products to new markets, leveraging significant distribution opportunities InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, announced partnerships with leading......
On a Mission to Get More Hispanics Investing, DNERO & Bits of Stock Team Up to Offer Wealth-Building Rewards
Digital Wallet News Stock Market

On a Mission to Get More Hispanics Investing, DNERO & Bits of Stock Team Up to Offer Wealth-Building Rewards

PR Newswire
by PR Newswire0
First-of-its-Kind Partnership Takes Aim at Hispanic Underinvestment by Offering Fractional Shares of Stock as Rewards for Everyday Spending DNERO, the Digital Wallet offering financial services for the Hispanic market, and Bits of Stock, the platform that powers Stock Rewards & loyalty programs, have announced a partnership that will allow users......
Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
Finance Investment Services News

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications

Business Wire
by Business Wire0
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
by Business Wire0
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
Principal Announces Integration of Global Asset Management and International Pension Businesses
Investment Services News

Principal Announces Integration of Global Asset Management and International Pension Businesses

Business Wire
by Business Wire0
Will expand breadth and reach of global and local investment capabilities Principal Financial Group announced it is integrating its global asset management and international pension businesses under Principal Asset Management – blending leadership, investment capabilities, and client-facing teams. The combined business will help Principal to effectively deliver global and local investment......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Cryptocurrency Investment Services News

Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice

PR Newswire
by PR Newswire0
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Fintech News

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm

PR Newswire
by PR Newswire0
Sanctuary Wealth, home to the next generation of elite advisors, welcomed Chappell Wealth Management as its latest partner firm. The seven-person team based in The Woodlands, Texas, is led by Brent Chappell, CFP, CIMA, Brad Chappell, CIMA, Michael Mills, CFP, and Spencer Carlson, CFA. With close to $1.5 billion in assets under management (AUM), the team......
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