Search Results for: investment advisor

Growth Equity Firm Edison Partners Adds Three New Hires to Investment and Value Creation Teams, Continues Expansion
Fintech Investment Services News

Growth Equity Firm Edison Partners Adds Three New Hires to Investment and Value Creation Teams, Continues Expansion

Business Wire
by Business Wire0
Edison Partners, a leading growth equity investment firm, announced the addition of three new hires, strengthening its investment and value creation teams. The latest members of the investment team are Shelby McKeown and Felix Rauch, and Nonnie Egbuna joins the Edison Edge team. Latest Fintech Interview Global Fintech Interview with......
ROTH MKM Announces the Addition of Doug Gonsalves as Head of Technology Investment Banking
Banking Investment Services News

ROTH MKM Announces the Addition of Doug Gonsalves as Head of Technology Investment Banking

Business Wire
by Business Wire0
ROTH MKM, a relationship-driven investment bank focused on serving growth companies and their investors, announced that Doug Gonsalves has joined the firm as Managing Director and Head of Technology Investment Banking. Doug has over 25 years of investment banking experience advising companies operating across the enterprise software and digital media......
Financial Information Technologies Announces Strategic Investment from General Atlantic
Fintech News

Financial Information Technologies Announces Strategic Investment from General Atlantic

Business Wire
by Business Wire0
Financial Information Technologies, LLC (“Fintech”), a leading technology provider serving the beverage alcohol industry, announced it has received a strategic investment from General Atlantic, a leading global growth equity firm. General Atlantic will join existing investor TA Associates (TA). Latest Fintech Interview: Global Fintech Interview with Jim Stickley, Chief Executive......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
Ren Secures Strategic Growth Investment Led by Bain Capital Tech Opportunities
Fintech Investment Services News

Ren Secures Strategic Growth Investment Led by Bain Capital Tech Opportunities

Business Wire
by Business Wire0
The trusted technology partner to top financial institutions providing philanthropic expertise and best-in-class donor-advised fund enablement software and services Ren, the trusted technology partner to top financial institutions and thousands of non-profit organizations, announced it has received a strategic growth investment from Bain Capital Tech Opportunities and Valeas Capital Partners. The investment,......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
Barclays Appoints Ricardo Fernandez as Head of Investment Banking for Mexico
Banking News

Barclays Appoints Ricardo Fernandez as Head of Investment Banking for Mexico

Business Wire
by Business Wire0
Barclays announces the appointment of Ricardo Fernandez as Head of Investment Banking for Mexico. In this role Mr. Fernandez will report to Raul Martinez-Ostos, Chairman and CEO of Barclays for Mexico and Latin America. With close to 25 years of experience in investment banking, Mr. Fernandez has advised on a......
eCurrency Launches Consulting and Advisory Services
Currency Exchange News

eCurrency Launches Consulting and Advisory Services

PR Newswire
by PR Newswire0
eCurrency Mint Inc announces the launch of Consulting and Advisory Services for the feasibility, design, plan and implementation of Central Bank Digital Currency (CBDC). The service provides access to senior-level career central bankers, world renowned economists and recognized thought leaders with real-world experiences in the design, implementation and operationalization of......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
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