Search Results for: real estate professionals

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......
For Colorado Fire Property Damage & Loss, An Advocate For The Insured
InsurTech Lending News

For Colorado Fire Property Damage & Loss, An Advocate For The Insured

Fintech News Desk
by Fintech News Desk0
After over 1,000 structures were destroyed in the Marshall and Middle Fork Fires, many are left struggling to pick up the pieces as they try to file claims with their insurance companies. Most are unaware that a local advocate who can guide them through the arduous process is only a......
BTIG Appoints Michael Karmiol Head of Healthcare Equity Capital Markets
Capital Markets News

BTIG Appoints Michael Karmiol Head of Healthcare Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
BTIG announced that Michael Karmiol has been appointed the new Head of Healthcare Equity Capital Markets at BTIG. Mr. Karmiol will be focused on capital markets opportunities for corporate and institutional clients across the healthcare sector. In his new position within the firm’s Equity Capital Markets unit, Mr. Karmiol will report......
MAI Capital Management Acquires Monarch Business & Wealth Management
Investments News

MAI Capital Management Acquires Monarch Business & Wealth Management

Fintech News Desk
by Fintech News Desk0
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired New York Based......
IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
BitNile Holdings Obtains $52.2 Million in Secured Debt Financing
Fintech News

BitNile Holdings, Through Its Subsidiary Ault Alliance, Acquires Property For $15.5 Million For Multifamily Project In Florida

Fintech News Desk
by Fintech News Desk0
BitNile Holdings, Inc., a diversified holding company announced that its subsidiary, Ault Alliance, Inc. has, through its subsidiary Ault Global Real Estate Equities, Inc. (“AGREE”), acquired a property in St. Petersburg, FL for $15.5 million that will be used for the development of a high-rise multi-family project. The property is......
Needham Bank Commits $2 Million CRA Equity Investment to Reinventure Capital Fund I, LP
Banking News

Needham Bank Closes $25 Million Loan to Wind Energy Project

Fintech News Desk
by Fintech News Desk0
Wind Power Project will Produce 20 megawatts Needham Bank, which for more than a century has served as New England’s “Builder’s Bank,”  is pleased to announce it has closed a $25mm loan to an affiliate of SWEB Development USA (SWEB), Natick, MA for the development of a wind energy project in Maine. The loan is based......
Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion
Banking News

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion

Fintech News Desk
by Fintech News Desk0
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management Fieldpoint Private, the fast-growing private banking and wealth advisory firm serving entrepreneurs, families, and institutions, announced its expansion into the Atlanta, Georgia market. The full-service office, located in the heart of Midtown (1075 Peachtree St.), adds to the......
KKR Launches Self-Storage Investment Platform with Jonathan Perry
Investment Services News

KKR Launches Self-Storage Investment Platform with Jonathan Perry

Fintech News Desk
by Fintech News Desk0
KKR, a leading global investment firm,  announced the launch of a platform to invest in self-storage real estate across the United States. Industry veteran Jonathan Perry will serve as CEO of the platform, Alpha Storage Properties (ASP), and work closely with KKR’s real estate team to acquire and manage a......
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