Tag : financial advisor

How to Succeed at Investing: 5 Tried-And-True Tips
Featured Finance Investments News Stock Market

How to Succeed at Investing: 5 Tried-And-True Tips

Fintech News Desk
by Fintech News Desk0
It seems like there’s never a shortage of slick financial “gurus” who claim they’ve just discovered a foolproof investing method that’s guaranteed to provide high returns with no risk. But if someone tries to get inside your pocketbook by making those kinds of promises, you’d better run the other way. The......
Zoe Financial Announces Record Quarter Milestones
Finance Fintech News

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them,......
Dollar Mutual Bancorp Completes Merger with Standard AVB Financial Corp.
Finance Fintech News

Dollar Mutual Bancorp Completes Merger with Standard AVB Financial Corp.

Fintech News Desk
by Fintech News Desk0
Dollar Mutual Bancorp (“Dollar”) the mutual holding company for Dollar Bank, Federal Savings Bank (“Dollar Bank”), announced today that it has successfully completed its merger with Standard AVB Financial Corp. (“Standard”), the parent company of Standard Bank (formerly Standard Bank, PaSB), effective after the close of business on May 28, 2021.......
Sovos Acquires Digital Enablement Business of Chile-Based Acepta
Finance Fintech News

Sovos Acquires Digital Enablement Business of Chile-Based Acepta

Fintech News Desk
by Fintech News Desk0
Largest non-U.S. acquisition brings Sovos new capabilities to support tax compliance in digital economies; scales e-invoicing, e-receipt and e-document support for SMBs around the world Global tax software provider Sovos today announced it has acquired the digital enablement business of Chile-based Acepta, one of the region’s leading providers of e-invoicing, e-receipts, e-documents......
BGL Announces the Sale of Outdoor Edge Cutlery Corporation
Banking Finance Fintech News

BGL Announces Closing of Multi-Acquisition Financing for Evercast

Fintech News Desk
by Fintech News Desk0
Brown Gibbons Lang & Company (BGL), a leading independent investment banking and financial advisory firm, is pleased to announce the closing of financing used to support two acquisitions by Evercast, a portfolio company of PNC Mezzanine Capital and Cornerstone Capital Partners. BGL’s Debt Capital Markets team served as the exclusive financial advisor......
TriumphPay Announces Agreement to Acquire HubTran
Digital Payments Fintech News

TriumphPay Announces Agreement to Acquire HubTran

Fintech News Desk
by Fintech News Desk0
Combined company to create a fully integrated payments network in transportation TriumphPay, a division of TBK Bank, SSB, announced that it has entered into a definitive agreement to acquire HubTran, a cloud-based provider of automation software for the transportation industry’s back-office. “Combining TriumphPay and HubTran will allow us to create......
Slate Asset Management Announces US$2.33 Billion Portfolio and Platform Acquisition from Annaly Capital Management, Inc.
Finance Investment Services Investments News

Slate Asset Management Announces US$2.33 Billion Portfolio and Platform Acquisition from Annaly Capital Management, Inc.

Fintech News Desk
by Fintech News Desk0
Transaction demonstrates Slate Asset Management’s ability to execute complex transaction at opportunistic time in the market cycle Slate Asset Management (“Slate”), a leading alternative asset management platform with a focus on real estate, has announced the acquisition of the Commercial Real Estate Business (“ACREG”) of Annaly Capital Management, Inc. (“Annaly”)......
Seacoast Announces the Acquisition of Legacy Bank of Florida
Finance Fintech News

Seacoast Announces the Acquisition of Legacy Bank of Florida

Fintech News Desk
by Fintech News Desk0
Significantly Expands Seacoast’s Presence in the Dynamic Palm Beach and Broward County Marketplaces Seacoast Banking Corporation of Florida, the holding company for Seacoast National Bank (“Seacoast Bank”), announced today that it has signed a definitive agreement to acquire Legacy Bank of Florida (“Legacy Bank”), in a transaction that will expand Seacoast’s......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
Banking Fintech Fintech Funding Investment Services News

Goldman Sachs Funds To Acquire A Majority Stake In Advania

Fintech News Desk
by Fintech News Desk0
  Advania AB , a leading full-service IT provider in Northern Europe, today announced that funds managed by Goldman Sachs Merchant Banking Division have reached a definitive agreement to acquire a majority stake in the company alongside management, VIA Equity and other reinvesting shareholders, subject to customary closing conditions and......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
1