Search Results for: financial services firms

M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
by Fintech News Desk0
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
Finance News

BILL to Acquire Finmark, a Financial Planning and Analysis Software Company

Fintech News Desk
by Fintech News Desk0
Innovative budgeting and forecasting solution makes financial planning simple for SMBs BILL, a leader in financial automation software for small and midsize businesses (SMBs), announced it has signed a definitive agreement to acquire Finmark, a leading financial planning software provider that simplifies financial planning and cash flow insights for SMBs.......
Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Fiserv Affirms Commitment to Wisconsin with Selection of New Global Headquarters Location
Finance News

Fiserv Affirms Commitment to Wisconsin with Selection of New Global Headquarters Location

Fintech News Desk
by Fintech News Desk0
Milwaukee becomes one of the largest fintech hubs in the Midwest Fiserv, a global technology leader and provider of payments and financial services solutions, joined with Wisconsin Governor Tony Evers and Milwaukee Mayor Cavalier Johnson to announce the expansion of its decades-long commitment to Wisconsin with the opening of a......
Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
Financial Services and Stablecoin Veteran David Puth Joins Intersection Crypto Ventures as Co-Managing Partner
Cryptocurrency News

Financial Services and Stablecoin Veteran David Puth Joins Intersection Crypto Ventures as Co-Managing Partner

Fintech News Desk
by Fintech News Desk0
Former Centre Consortium, J.P. Morgan, and State Street Executive to Co-Lead New Crypto Investment Fund Intersection Crypto Ventures (“ICV”) the venture investment platform associated with Intersection Growth Partners (“IGP” or “Intersection”), a leading executive search firm focused on crypto and web3, announced that David Puth has joined as Co-Managing Partner.......
Digital Fintech News

Broadridge Teams With MX To Power Data Aggregation And Financial Wellness Solution

Fintech News Desk
by Fintech News Desk0
To provide financial advisors with an innovative holistic view into all aspects of an investor’s financial journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced a strategic partnership with open finance leader MX to utilize the company’s financial data aggregation and personalized financial management automation solutions. This is another example of......
Tigress Financial Partners and BlackRock to Provide Mission-Driven Cash Management Solution
Banking Finance News

Tigress Financial Partners and BlackRock to Provide Mission-Driven Cash Management Solution

Fintech News Desk
by Fintech News Desk0
Tigress Financial Partners LLC (“Tigress”), the nation’s only certified disabled and women-owned financial services firm, is proud to announce that BlackRock launched new dedicated share classes for Tigress’ clients seeking to further positive, measurable social impact through their cash management. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill......
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