Search Results for: relationship management

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry
Blockchain News

BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry

GlobeNewswire
by GlobeNewswire0
BIGG Digital Assets, owner of Netcoins, Blockchain Intelligence Group, and investor in TerraZero Technologies Inc. (“TerraZero”), a vertically integrated Metaverse development group and leading web3 technology company specializing in helping brands create immersive experiences, proudly announces a special platform for the music industry. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell,......
Tingo Group Launches Next Generation of TingoPay Super App
Fintech News

Tingo Group Launches Next Generation of TingoPay Super App

GlobeNewswire
by GlobeNewswire0
Tingo Group, a profitable and fast growing fintech, agri-fintech and food company, announced the launch of the next-generation version of its super app, TingoPay. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Following the completion of a successful beta test on Android, the TingoPay super......
Piper Sandler Strengthens Equity Sales and Trading with Additions of Brent Robbins and Alan Brodsky
Investment Services News Trading

Piper Sandler Strengthens Equity Sales and Trading with Additions of Brent Robbins and Alan Brodsky

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is excited to announce the hiring of Brent Robbins and Alan Brodsky as managing directors in equity sales and trading. Robbins will lead the firm’s London equity office and focus on expanding research sales internationally. Brodsky will be based in New York and......
Colony Bank Partners with Prelim to Elevate Digital Onboarding for Consumers and Businesses
Banking Fintech News

Colony Bank Partners with Prelim to Elevate Digital Onboarding for Consumers and Businesses

Business Wire
by Business Wire0
Prelim, an industry-leading Silicon Valley fintech firm renowned for its digital onboarding solutions for consumer and business deposit accounts, is pleased to announce a strategic partnership with Colony Bank, a Georgia-based community bank committed to delivering exceptional banking solutions. This collaboration will enable Colony Bank to implement a new omnichannel onboarding......
First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California
Finance Fintech News

First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California

PR Newswire
by PR Newswire0
First Citizens Wealth launched a new wealth advisory business with a team of advisors across Southern California to better serve individuals, families, and institutions in growing, managing, and preserving their wealth. Led by regional executive Art Saldivar, a financial services veteran, the Southern California team consists of seven experienced financial professionals working from three......
Flourish Cash Announces Significant Raise in FDIC Insurance Coverage and Elevated Interest Rate
Investment Services News

Flourish Cash Announces Significant Raise in FDIC Insurance Coverage and Elevated Interest Rate

GlobeNewswire
by GlobeNewswire0
Two-Person Households Now Eligible to Receive up to $10M in FDIC Insurance Through its Program Banks Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, announced that Flourish Cash, its cash management offering, has raised its already elevated......
SurgePE Closes Elite Clinical Network Investment
Investment Services News

SurgePE Closes Elite Clinical Network Investment

Business Wire
by Business Wire0
Surge Private Equity, LLC (“Surge”) announced that it has formed a new strategic partnership with Elite Clinical Network, LLC (“ECN” or the “Company”), an integrated platform currently operating a network of phase I-IV clinical research sites throughout California, Arizona, and Nevada that has completed thousands of studies. The transaction, valued at ~$200MM, closed......
Avenue One Adds Investment Industry Leaders to Head Capital Partnerships Team
Investment Services News

Avenue One Adds Investment Industry Leaders to Head Capital Partnerships Team

Business Wire
by Business Wire0
Brent Elkins and Jeremy King Join Residential Rental Service Platform to Continue Transforming the Asset Class Avenue One, a technology service platform and investment marketplace for institutional owners, buyers and sellers of residential rental real estate, has announced the additions of Brent Elkins and Jeremy King to expand the reach......
Comvest Partners Announces Hiring of Lee Landrum as Partner, Head of Investor Relations
Investment Services News

Comvest Partners Announces Hiring of Lee Landrum as Partner, Head of Investor Relations

Business Wire
by Business Wire0
Former Tennenbaum Capital Partners Managing Partner and Veteran Credit Investor Joins Comvest’s Leadership Team Comvest Partners (“Comvest”), an operationally-focused middle-market private investment firm, announced that private credit investment veteran Lee Landrum has joined the firm as a Partner and Head of Investor Relations. Latest Fintech Interview : Global Fintech Interview......
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