Search Results for: capital firm

EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
by Fintech News Desk0
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
Marsh McLennan Agency Acquires McDonald Zaring Insurance
InsurTech News

Marsh McLennan Agency Acquires McDonald Zaring Insurance

Fintech News Desk
by Fintech News Desk0
Expands Presence in Northwest Region Marsh McLennan Agency (MMA), a subsidiary of Marsh, announced the acquisition of McDonald Zaring Insurance (MZI), a full-service agency located in Walla Walla, Washington. Terms of the acquisition were not disclosed. “McDonald Zaring Insurance prides itself on its extensive experience and deep client relationships, aligning......
B2B Markets News

HYPR, The Leader In Phishing-Resistant MFA, Raises $25Million

Fintech News Desk
by Fintech News Desk0
HYPR, the Passwordless Company, announced a $25 million Series C1 led by Advent International through Advent Tech, the firm’s dedicated global technology fund. The investment brings HYPR’s total funds raised to $97 million and includes participation from existing investors including .406 Ventures, RRE Ventures, Top Tier Capital, and Comcast Ventures.......
Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions
Investment Services News

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions

Fintech News Desk
by Fintech News Desk0
New Business to Manage Alternative Investment Products for Retail and High Net Worth Investors Fortress Investment Group LLC announced the formation of Fortress Private Wealth Solutions, a business that will bring over two decades of Fortress institutional-grade investment experience and expertise to a growing segment of individual investors seeking greater......
Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
by Fintech News Desk0
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services
Investment Services News

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services

Fintech News Desk
by Fintech News Desk0
Independent investment advisors using Schwab’s custodial services and the BillFin™ client billing solution now have more capabilities, ease of use Envestnet announced that its Redi2 BillFin solution  is developing a deeper integration with Schwab Advisor Services, the industry’s largest provider of custody, trading and support services to independent investment advisors.......
Corvus Insurance Appoints Angela Whiteford as New CMO
InsurTech News

Corvus Insurance Appoints Angela Whiteford as New Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Seasoned marketing executive joins Corvus to support the insurtech’s accelerated growth and global expansion efforts Corvus Insurance, the leading provider of Smart Cyber Insurance products powered by AI-driven risk data, recently welcomed Angela Singhal Whiteford as its new Chief Marketing Officer. She brings more than two decades of marketing and......
Moody’s to Acquire SCRiesgo, Expanding Reach in Latin American Domestic Credit Markets
Fintech News

Moody’s to Acquire SCRiesgo, Expanding Reach in Latin American Domestic Credit Markets

Fintech News Desk
by Fintech News Desk0
Moody’s Corporation announced that it has agreed to acquire SCRiesgo, a leading group of local credit rating agencies serving domestic financial markets in Central America and the Dominican Republic. The acquisition significantly expands Moody’s presence in Latin America and reaffirms its commitment to and support for the ongoing development of......
SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company's International Advisory Board
Banking Fintech News

SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company’s International Advisory Board

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, announced that payments veteran and trusted banking advisor Doug Leighton has accepted a non-executive board position on the company’s International Advisory Board. “Joining SRM’s International Advisory Board is a wonderful opportunity.......
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