Tag : wealth management

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Finance News

Nuula adds Wealth Management to its list of financial products

Fintech News Desk
by Fintech News Desk0
Nuula, a fintech company focused on providing small businesses with the tools and the capital they need to succeed, announced that it is partnering with OneVest to launch an integrated Wealth Management feature within the Nuula app designed to serve the needs of entrepreneurs. Latest Fintech News: Tech Data Launches B2B eCommerce......
Comerica Bank Unveils New Logo Signifying the Company's Continued Evolution in a New Era of Banking
Banking News

Comerica Bank Unveils New Logo Signifying the Company’s Continued Evolution in a New Era of Banking

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated revealed a refreshed corporate logo treatment that combines its original 30-year design with a new visual icon, along with a refreshed comerica.com site. Latest Fintech News: Mercari Derivatives Exchange Selects METACO to Launch Institutional Digital Asset Custody Offering on IBM Cloud The new Comerica logo strongly represents the company’s commitment to......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Acrisure Closes $725 Million Equity Funding, Valuing Business at $23 Billion
Featured InsurTech News

Acrisure Closes $725 Million Equity Funding, Valuing Business at $23 Billion

Fintech News Desk
by Fintech News Desk0
Valuation represents a 31% increase from last equity round Acrisure, a fast-growing Fintech leader that operates a top-10 global insurance broker, announced it has secured additional funding to fuel its ongoing global expansion further. Acrisure closed $725 million in Series B-2 Preferred Equity and received a $23 billion valuation, representing......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
AIX Announces Technology Integration with The Sycamore Company
Investment Services News

Alternative Investment Exchange Announces Technology Integration with The Sycamore Company

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing at advisors’ fingertips. Sycamore is a provider of cloud-based financial technology solutions that enable front to back-office broker-dealer and RIA operations. This partnership immediately provides......
BMO Financial Group Announces Commercial Banking Office in Grand Rapids, Michigan
Banking Finance News

BMO Financial Group Announces Commercial Banking Office in Grand Rapids, Michigan

Fintech News Desk
by Fintech News Desk0
The team is focused on providing BMO’s broad array of banking services and industry expertise to a wide variety of local industries BMO Financial Group announced a commercial banking office in Grand Rapids, Michigan, led by BMO’s Michigan Managing Director, James Hess. Located at 250 Monroe Ave., it is comprised of......
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