Search Results for: client acquisition

JG Wentworth Acquires Fintech Lending Platform from Stilt
Fintech Lending News

JG Wentworth Acquires Fintech Lending Platform from Stilt

Fintech News Desk
by Fintech News Desk0
JG Wentworth acquires a Silicon Valley Fintech digital consumer lending platform accelerating entry into consumer lending JG Wentworth is pleased to announce that it has acquired the digital lending platform from Stilt Inc., a San Francisco-based fintech and personal loan lender. Stilt was backed by leading venture capital firms, raised $322 Million in......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission
Finance News

Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission

Fintech News Desk
by Fintech News Desk0
$1.5 million gift invests in ongoing and expanded financial education programming for area youth Bread Financial Holdings, Inc., a tech-forward financial services company that provides simple, flexible payment, lending and saving solutions, announced a $1.5 million gift to Junior Achievement of Central Ohio (JA). JA inspires and prepares central Ohio......
Cloud News Technology

Deloitte Announces the Formation Of Olympus With AWS, The First Global Industry Cloud Accelerator Fund

Fintech News Desk
by Fintech News Desk0
Deloitte announced the formation of Olympus with Amazon Web Services (AWS), a global investment fund focused on building industry cloud solutions. This initiative combines the virtually unmatched engineering and industry domain knowledge of Deloitte with the security and scale of AWS to co-innovate and engineer solutions that tackle the toughest......
Broadridge Appoints Martin Koopman as Chief Product Officer
Fintech News

Broadridge Appoints Martin Koopman as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, is pleased to announce the appointment of Martin Koopman as Chief Product Officer, effective January 1, 2023. In this role, Martin will lead the Product Management team working across all business units to collectively drive Broadridge’s delivery of world-class SaaS and other service offerings to......
Decimal Acquires SaaS Bookkeeping Assets of KPMG Spark
Fintech News

Decimal Acquires SaaS Bookkeeping Assets of KPMG Spark

Fintech News Desk
by Fintech News Desk0
Acquisition broadens Decimal’s suite of automated accounting operations solutions for small and medium-sized businesses Decimal, a leading fintech company offering bookkeeping and accounting operations for small and medium-sized businesses, announced it has acquired the cloud-based bookkeeping service and certain other assets of KPMG Spark, owned by Big Four tax, accounting......
Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products
Fintech News

Marlette Holdings Acquires Flexible Rent Platform Till, Expanding the Best Egg Suite of Financial Products

Fintech News Desk
by Fintech News Desk0
The acquisition will enhance the company’s rapidly growing Best Egg product portfolio, offering customers personalized rent payment solutions Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, announced the acquisition of Till, Inc., a leading flexible rent platform. Till will be rebranded as Best Egg......
Risk Strategies Launches National Consulting Business
News Risk Management

Risk Strategies Launches National Consulting Business

Fintech News Desk
by Fintech News Desk0
Core business segment offers extensive consulting services for employers and insurance providers Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced it has launched its national consulting and actuarial services business. Now merged into a single unified business segment and reporting to John Greenbaum, Risk Strategies......
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......
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......
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