Search Results for: professional services

Richmond American Enters Nashville Market
Fintech News

Richmond American Enters Nashville Market

Fintech News Desk
by Fintech News Desk0
Introducing new options for home personalization to area homebuyers Richmond American Homes of Tennessee, Inc., a subsidiary of M.D.C. Holdings, Inc., is pleased to announce that it will soon break ground on The Ridge at Carter’s Station (RichmondAmerican.com/TheRidgeAtCartersStation), a new community in Maury County. The neighborhood is set to open for sales......
Embrace Home Loans Hires Meredith Spence To Manage Boston Branch
Lending Mortgage News

Embrace Home Loans Hires Meredith Spence To Manage Boston Branch

Fintech News Desk
by Fintech News Desk0
Former Chase and Wells Fargo mortgage professional will focus on expanding lender’s presence in the Greater Boston area Embrace Home Loans, a top-ranked national mortgage lender, announced that Meredith Spence has been named branch manager for the company’s new Boston/Seaport District office. Spence will be responsible for staffing the new office and expanding......
Vestar Capital Partners Promotes Three to Managing Director
Capital Markets Fintech News

Vestar Capital Partners Promotes Three to Managing Director

Fintech News Desk
by Fintech News Desk0
Vestar Capital Partners, a leading U.S. middle-market private equity firm, announced the promotions of Jake Olson, Diya Talwar, and Mike Vaupen to Managing Director. Latest Fintech Insights: Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management “Jake, Diya, and Mike have played integral roles in Vestar’s success, both on the......
Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management
Digital Asset Management Fintech News

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management

Fintech News Desk
by Fintech News Desk0
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions Smart, a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions, announced it has agreed to......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
WindRose Health Investors Completes The Sale Of basys To BPOC and Five Arrows Capital
Capital Markets Investment Services Investments News

WindRose Health Investors Completes The Sale Of basys To BPOC and Five Arrows Capital

Fintech News Desk
by Fintech News Desk0
WindRose Health Investors, LLC (“WindRose”), the New York-based healthcare private equity firm, announced today that it has completed the sale of basys, LLC (“basys”) to BPOC and Five Arrows Capital. Following the sale, basys merged with Innovative Software Solutions Inc. (“ISSI”) to form a leading multiemployer benefits administration solutions provider. Harbour......
PEAK6 Named to Multiple "2022 Best Place to Work" Lists By Built In Chicago
Finance Fintech News Technology

PEAK6 Named to Multiple “2022 Best Place to Work” Lists By Built In Chicago

Fintech News Desk
by Fintech News Desk0
PEAK6, a financial technology business, has been named to three of Built In Chicago’s list of the Best Places to Work in Chicago: Chicago Best Places to Work, Chicago Best Paying Companies, and Chicago Best Large Companies to Work For. The annual awards program includes companies of all sizes and honors......
Built In Honors Liberty Lending, LLC In Its Esteemed 2022 Best Places To Work Awards
Digital Payments Lending News

Built In Honors Liberty Lending, LLC In Its Esteemed 2022 Best Places To Work Awards

Fintech News Desk
by Fintech News Desk0
Liberty Lending Earns 2 of Built In’s awards in NYC including Best Midsize Company & Best Paying Built In announced that Liberty Lending, LLC was honored in its 2022 Best Places To Work Awards, including Best Midsize Company and Best Paying Company. The annual awards program includes companies of all......
Miller Kaplan Names Three New Partners
Business Fintech News

Miller Kaplan Names Three New Partners

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce that three distinguished professionals—Qiva Dinuri, J.D., LL.M. Taxation; Nicky Lipset, CPA, M.S. Taxation; and Gustavo Valle, CPA, MBA—have been promoted to Partner. Latest Fintech Insights: Barclays Announces Changes To the CIBC Atlas Select MLP Index “Additionally, internally, I am......
1