Tag : financial advisor

Zoe Announces Its Partnership With Vincere Wealth Management
Finance News

Zoe Announces Its Partnership With Vincere Wealth Management

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory firms (RIA)......
Stonepeak to Acquire Rinchem
Investments News

Stonepeak to Acquire Rinchem

Fintech News Desk
by Fintech News Desk0
Long-term investment focused on growing a leading provider of transportation and logistics services that support specialized chemical and gas supply chains Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, announced that it has entered into a definitive agreement to acquire Rinchem Company Inc. (Rinchem), a specialty......
LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
Inside Real Estate Secures Additional Financial Partner to Accelerate Growth
Finance News

Inside Real Estate Secures Additional Financial Partner to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Genstar Capital joins Lovell Minnick Partners, doubling down on growth and innovation, with investment into real estate tech leader, Inside Real Estate Inside Real Estate, one of the fastest-growing independently owned real estate software companies and a trusted technology partner to over 250,000 top agents, teams, and brokerages, announced that......
Gryphon Investors Acquires Vivify Specialty Ingredients
Investment Services News

Gryphon Investors Acquires Vivify Specialty Ingredients

Fintech News Desk
by Fintech News Desk0
Leading Pigments, Colorants and Specialty Ingredients Provider Will Serve as a Platform for Future Industry Investments Gryphon Investors, a leading middle-market private equity firm, announced that it has acquired Vivify Specialty Ingredients in partnership with the Company’s current family owner Aakash Shah, who will remain on the Board of Directors,......
Transflo and True Wind Capital Announce Significant New Equity Investment From Bregal Sagemount
Digital Payments Investment Services News

Transflo and True Wind Capital Announce Significant New Equity Investment From Bregal Sagemount

Fintech News Desk
by Fintech News Desk0
New investment provides leading software company for the supply chain and transportation sectors with significant additional resources to drive growth Transflo, a leading provider of mobile business intelligence and payments facilitation tools to the transportation sector, announced a significant new equity investment. Together with True Wind Capital (“True Wind”), a......
Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor
Fintech News

Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

Fintech News Desk
by Fintech News Desk0
Opal Wealth Advisors is pleased to announce that Matthew P. Krouse, AAMS has joined as a financial advisor, bringing more than 20 years of industry expertise to the firm. Latest Fintech Insights: Bitcoin Well Launches an Educational Curriculum in Partnership With Prominent Online University “Welcoming new advisors into our firm is one......
Onex Partners to Acquire Fidelity Building Services Group
Fintech News

Onex Partners to Acquire Fidelity Building Services Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, has agreed to acquire Fidelity Building Services Group (“Fidelity BSG” or the “company”), in partnership with the company’s management team. Fidelity BSG is a leading provider of technical building solutions for the commercial and industrial facilities market, delivering best-in-class,......
NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada
InsurTech News

NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada

Fintech News Desk
by Fintech News Desk0
Acquisition of one of Western Canada’s largest independent brokerages creates a consolidated platform in the region, enhancing NFP’s existing P&C capabilities and operations NFP, a leading insurance broker and consultant that provides business and personal insurance, group benefits, retirement, and individual solutions announced its acquisition of Foster Park Brokers Inc. (Foster Park).......
CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture
Banking News

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) announced the creation of a new strategic partnership and joint venture: IDB......
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