Tag : wealth management

Apollo Announces First Close of Global Wealth Acquisition of Griffin
Fintech News

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Fintech News Desk
by Fintech News Desk0
Apollo announced a first close in its previously announced transaction with Griffin Capital. Apollo has completed the acquisition of Griffin’s wealth distribution business, now part of Apollo Global Wealth. Apollo expects to hold a final close to add Griffin’s individual-investor focused products and associated asset management team in the second......
HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
WesBanco Announces Nashville Area Residential Mortgage Loan Production Office
Mortgage News

WesBanco Announces Nashville Area Residential Mortgage Loan Production Office

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announced that it has continued to successfully execute upon its strategy to seek additional long-term growth opportunities through the opening of a loan production office, initially focused on residential mortgage lending, within the Nashville area. “WesBanco is focused on delivering long-term, sustainable growth to......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
Unifimoney Brings Digital Wealth Management to Jack Henry's Banno Digital Platform
Digital Investment Services News

Unifimoney Brings Digital Wealth Management to Jack Henry’s Banno Digital Platform

Fintech News Desk
by Fintech News Desk0
Community and regional financial institutions can offer accountholders the ability to trade thousands of stocks and ETFs as well as over 70 cryptocurrencies and precious metals Unifimoney Inc. announced that its digital wealth management investment platform is now accessible through Jack Henry’s Banno Digital Platform. The integration enables community and......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
iCapital Expands Strategic Partnership With Bank of Singapore
Banking Fintech News

iCapital Expands Strategic Partnership With Bank of Singapore

Fintech News Desk
by Fintech News Desk0
Deal deepens iCapital’s relationship with one of the fastest growing Asian private banks and accelerates fintech firm’s growth across the APAC region iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that iCapital has acquired Bank of Singapore’s......
Lincoln International Expands Expertise & Offering for Financial Institutions
Finance News

Lincoln International Expands Expertise & Offering for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Industry Experts Join Firm to Bolster Global M&A Advisory Capabilities Lincoln International, a leading global investment banking advisory firm, announced the addition of three senior hires to strengthen and expand the firm’s global capabilities offered to financial institutions. The addition of Managing Directors Jay Bliley in New York and Antoine......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
Finance News

Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth

Fintech News Desk
by Fintech News Desk0
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two years ago, the registered independent advisory firm (RIA) underwent a rigorous due diligence process by Zoe to ensure that it is one of the top 5% nationwide. The partnership enables clients to connect with......
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