Search Results for: client acquisition

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors
Finance News

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors

Business Wire
by Business Wire0
OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced the successful acquisition of TruClarity Wealth Advisors, a renowned registered investment adviser (RIA) managing over $690 million in Assets Under Management (AUM). This strategic move bolsters OneSeven’s diverse advisor base and brings a highly talented group......
Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services
Investment Services Lending News

Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business-purpose loans nationwide, announced it has purchased the origination assets of Civic Financial Services, a subsidiary of Pacific Western Bank. Under the terms of the transaction, CIVIC, one of the leading institutional......
XTM Announces Proposed Acquisition of Certified EWA Solution & Processor, QRails
Fintech News

XTM Announces Proposed Acquisition of Certified EWA Solution & Processor, QRails

Business Wire
by Business Wire0
Fully Certified and Live In-Market Provider of EWA in the U.S. XTM Inc., a Miami and Toronto-based Fintech creator of disruptive payment innovations and mobile solutions specifically geared towards service industries including hospitality, personal care and other service providers, announces its intent to acquire QRails Inc., a prepaid payments issuer-processor......
National Bank Holdings Corporation Announces Acquisition of StoneCastle Digital Solutions
Banking Finance News

National Bank Holdings Corporation Announces Acquisition of StoneCastle Digital Solutions

GlobeNewswire
by GlobeNewswire0
National Bank Holdings Corporation announced that its bank subsidiary NBH Bank has recently acquired StoneCastle Digital Solutions, LLC (d/b/a Cambr), a subsidiary of StoneCastle Partners, LLC. Cambr is a unique deposit acquisition and processing platform that generates core deposits from accounts offered through embedded finance companies. Today, Cambr administers approximately......
First Citizens Bank Provides $48 Million for Acquisition of Florida Apartment Community
Banking News

First Citizens Bank Provides $48 Million for Acquisition of Florida Apartment Community

PR Newswire
by PR Newswire0
First Citizens Bank announced that its Real Estate Finance group, part of the CIT division, provided a $48 million senior secured loan to finance the acquisition of the Dunson Grove apartment community in Davenport, Florida. The property consists of 18 three-story buildings comprising 319 residential units. Located in a suburb of Orlando, Florida, the apartment......
Serent-Backed Studio Designer Expands Industry Leading Offering for Interior Designers with Acquisition of DesignDocs
Fintech News

Serent-Backed Studio Designer Expands Industry Leading Offering for Interior Designers with Acquisition of DesignDocs

Business Wire
by Business Wire0
Studio Designer, a leading digital project management, product sourcing, and accounting platform for the interior design industry, has acquired DesignDocs, a project financial management and accounting software provider for interior designers. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy Chakravorty, Founder at Ubona Technologies “Together, we will be able to deliver......
Acrisure Enters Central and Eastern Europe with Acquisition of Unilink Group
InsurTech News

Acrisure Enters Central and Eastern Europe with Acquisition of Unilink Group

Business Wire
by Business Wire0
Acrisure, a Fintech leader that operates a top-10 global insurance broker, announced its acquisition of Unilink Group, the largest insurance distribution platform in the Central and Eastern European (CEE) region. Through this partnership, Acrisure adds over 1,300 colleagues across Poland, Bulgaria, Romania, Czech Republic, Slovakia and Moldova and clients in......
Ryan Expands Property Tax Team with Acquisition of RETC
Fintech News

Ryan Expands Property Tax Team with Acquisition of RETC

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, has announced the acquisition of RETC Group (RETC), a property tax consulting firm based in Dallas, Texas. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “RETC is a well-established firm in the......
Bakkt Completes Acquisition of Apex Crypto
Cryptocurrency News

Bakkt Completes Acquisition of Apex Crypto

Business Wire
by Business Wire0
Acquisition is expected to significantly expand client verticals, drive scale, and bolster path to profitability Bakkt Holdings, Inc., a technology platform that unlocks crypto and drives loyalty, announced that the Company has completed its acquisition of Apex Crypto LLC. The parties have secured all required regulatory approvals. “This acquisition marks......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
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