Search Results for: client acquisition

World Insurance Associates’ Acquisition of Commercial Insurance Agency Expands Presence in the Greater Boston Area
InsurTech News

World Insurance Associates’ Acquisition of Commercial Insurance Agency Expands Presence in the Greater Boston Area

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (“WIA”), a Top 100 Insurance Brokerage, announced that it acquired Commercial Insurance Agency (“CIA”) of Belmont, MA on  May 1, 2022. Terms of the transaction were not disclosed. Latest Fintech News: Smart Financial Credit Union names LeAnn Kaczynski as Chief Executive Officer George W. Ruggiero, Jr.......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited
Finance Investment Services News

The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited

Fintech News Desk
by Fintech News Desk0
Transaction Enables Company to Expand Financial Services Offerings Throughout the U.K. The Marygold Companies, Inc. announced completion of the previously announced acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a U.K. based investment adviser, for £1.5 million (approximately US$1.9 million) in cash, plus net current assets estimated to be......
Mirova Announces the Acquisition of SunFunder, a Specialist in Emerging Market Clean Energy and Climate Investment
Investment Services News

Mirova Announces the Acquisition of SunFunder, a Specialist in Emerging Market Clean Energy and Climate Investment

Fintech News Desk
by Fintech News Desk0
Financing the environmental and energy transition is a key objective for Mirova, an affiliate of Natixis Investment Managers dedicated to impact investing. With the acquisition of SunFunder, a private debt management company that finances renewable energy projects in Africa and Asia, Mirova is expanding its investment platform in emerging markets.......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
The RoboMarkets Group Starts RM Investment Bank for Asian Clients
Fintech InsurTech News

The RoboMarkets Group Starts RM Investment Bank for Asian Clients

Fintech News Desk
by Fintech News Desk0
The RoboMarkets Group has started a bank for Asian clients with headquarters in the Financial Park Complex in Labuan. Latest Fintech News: Insurtech Accelerant Announces Doors Open in Brussels RM Investment Bank is an investment bank operating under Labuan FSA licence No. 210138BI RM Investment Bank Ltd, a member of......
CrossFirst Bankshares, Inc. to Enter Colorado and New Mexico Markets With Acquisition of Farmers & Stockmens Bank / Central Bank & Trust
Banking News

CrossFirst Bankshares, Inc. to Enter Colorado and New Mexico Markets With Acquisition of Farmers & Stockmens Bank / Central Bank & Trust

Fintech News Desk
by Fintech News Desk0
CrossFirst Bankshares, Inc. and Central Bancorp, Inc announced that they have entered into a definitive merger agreement under which CrossFirst bank subsidiary, CrossFirst Bank (“CFB Bank”), will acquire Central’s bank subsidiary, Farmers & Stockmens Bank (“F&S Bank”), in an all-cash transaction. F&S Bank currently has Central Bank & Trust branches......
All Pro Capital Completes Strategic Acquisition of Advenire Wealth
Investments News

All Pro Capital Completes Strategic Acquisition of Advenire Wealth

Fintech News Desk
by Fintech News Desk0
This transaction elevates All Pro Capital’s capability to deliver ever-increasing value to its investors in world-class real estate offerings, which will now be complemented by Advenire Wealth’s suite of wealth management solutions. All Pro Capital, a leading Real Estate Investment firm with an impeccable track record for excellence, announced that......
Millennium Trust Company Completes Acquisition of PayFlex
Digital Payments News

Millennium Trust Company Completes Acquisition of PayFlex

Fintech News Desk
by Fintech News Desk0
Millennium Trust Company, LLC, a leading provider of retirement, workplace, and custody services for employers, institutions, advisors, and individuals, today completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
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