Tag : Financial Advisors

Charlesbank Capital Partners Closes Strategic Investment in Ivanti
Cloud Finance Investments News

Charlesbank Capital Partners Closes Strategic Investment in Ivanti

Fintech News Desk
by Fintech News Desk0
With backing from leading investors Clearlake, Charlesbank and TA, Ivanti will continue leadership in IT Automation and further accelerate M&A strategy Ivanti, Inc., the automation platform that makes every IT connection smarter and more secure, today announced the close of the strategic investment from Charlesbank Capital Partners, LLC (“Charlesbank”) to......
Biden Tax Proposal Could Boost Tax Master Network's Core Service
Finance Fintech Investment Services Investments News

Biden Tax Proposal Could Boost Tax Master Network’s Core Service

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc. announced that the corporate tax increase included in President Biden’s $2 trillion infrastructure package, could juice even more demand for their subsidiary Tax Master Network’s tax planning service. “Choosing the right entity structure is a fundamental question for every business owner,” said TMN CEO Edward A. Lyon. “This bill affects......
Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors
Fintech News

Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
– Tech-enabled distributor of annuities and life insurance to independent financial advisors – Simplifies licensing & contracting, new business submission, case design, marketing, compliance and more Signal Advisors, a tech-enabled distributor of annuities and life insurance, today announced a $10 million Series A led by General Catalyst, which closed in December 2020. The Detroit-based......
Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger
Fintech News

Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger

Fintech News Desk
by Fintech News Desk0
Creates a Premier Regional Banking Franchise across Texas and the Southeast Merger creates the 5th largest bank with headquarters in nine-state footprint Financially compelling transaction for both companies’ shareholders BancorpSouth Bank and Cadence Bancorporation, the parent company of Cadence Bank, N.A., jointly announced today that they have entered into a......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
Digital Payments Finance Fintech News

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

Fintech News Desk
by Fintech News Desk0
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a new mobile check deposit capability for its enterprise clients.......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
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